ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $955,000 | -53.2% | 3,560 | -50.6% | 0.12% | -26.9% |
| Q4 2021 | $2,041,000 | +10.7% | 7,210 | +2.9% | 0.16% | +15.9% |
| Q3 2021 | $1,844,000 | -7.4% | 7,010 | -5.4% | 0.14% | -2.8% |
| Q2 2021 | $1,992,000 | +3.3% | 7,410 | 0.0% | 0.14% | +6.8% |
| Q1 2021 | $1,929,000 | +28.9% | 7,410 | +13.8% | 0.13% | +14.7% |
| Q4 2020 | $1,496,000 | +20.4% | 6,510 | -3.0% | 0.12% | -3.3% |
| Q3 2020 | $1,243,000 | +4.2% | 6,710 | 0.0% | 0.12% | +6.2% |
| Q2 2020 | $1,193,000 | +32.7% | 6,710 | +7.4% | 0.11% | -2.6% |
| Q1 2020 | $899,000 | +1.5% | 6,250 | +41.4% | 0.12% | +23.4% |
| Q4 2019 | $886,000 | -8.9% | 4,420 | -11.2% | 0.09% | -6.0% |
| Q3 2019 | $973,000 | -11.2% | 4,980 | -10.8% | 0.10% | -16.0% |
| Q2 2019 | $1,096,000 | -10.0% | 5,580 | -13.2% | 0.12% | -11.9% |
| Q1 2019 | $1,218,000 | +14.2% | 6,430 | 0.0% | 0.14% | +50.0% |
| Q4 2018 | $1,067,000 | -10.9% | 6,430 | -2.3% | 0.09% | -6.2% |
| Q3 2018 | $1,198,000 | -7.3% | 6,580 | -0.8% | 0.10% | +3.2% |
| Q2 2018 | $1,292,000 | +2.3% | 6,630 | -1.5% | 0.09% | +9.4% |
| Q1 2018 | $1,263,000 | -1.8% | 6,730 | -0.7% | 0.08% | +1.2% |
| Q4 2017 | $1,286,000 | +14.1% | 6,780 | +7.6% | 0.08% | +12.0% |
| Q3 2017 | $1,127,000 | +12.7% | 6,300 | +9.6% | 0.08% | +8.7% |
| Q2 2017 | $1,000,000 | -7.3% | 5,750 | -8.7% | 0.07% | -6.8% |
| Q1 2017 | $1,079,000 | -99.9% | 6,300 | 0.0% | 0.07% | -35.1% |
| Q4 2016 | $1,042,000,000 | – | 6,300 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |