ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,506,330 | -5.6% | 10,051 | -1.0% | 1.26% | -0.6% |
| Q2 2023 | $2,654,403 | +4.7% | 10,151 | +0.2% | 1.27% | -3.1% |
| Q1 2023 | $2,535,194 | +3.8% | 10,134 | +0.3% | 1.31% | +6.9% |
| Q4 2022 | $2,442,820 | +11.9% | 10,099 | +1.4% | 1.23% | -0.2% |
| Q3 2022 | $2,183,000 | -6.9% | 9,955 | -4.0% | 1.23% | +1.5% |
| Q2 2022 | $2,346,000 | -16.7% | 10,368 | -1.2% | 1.21% | -12.1% |
| Q1 2022 | $2,817,000 | -4.6% | 10,497 | +0.6% | 1.38% | -2.3% |
| Q4 2021 | $2,953,000 | +10.2% | 10,431 | +2.4% | 1.41% | -0.9% |
| Q3 2021 | $2,679,000 | -2.7% | 10,183 | -0.6% | 1.42% | -6.7% |
| Q2 2021 | $2,752,000 | +6.6% | 10,242 | +3.3% | 1.53% | -4.5% |
| Q1 2021 | $2,582,000 | +14.3% | 9,919 | +1.0% | 1.60% | +6.2% |
| Q4 2020 | $2,258,000 | +25.0% | 9,825 | +0.8% | 1.50% | +2.5% |
| Q3 2020 | $1,806,000 | +0.4% | 9,744 | -3.7% | 1.47% | +1.1% |
| Q2 2020 | $1,799,000 | +21.1% | 10,116 | -2.0% | 1.45% | -4.7% |
| Q1 2020 | $1,486,000 | -33.8% | 10,327 | -5.3% | 1.52% | -15.8% |
| Q4 2019 | $2,245,000 | – | 10,908 | – | 1.81% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |