ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $560,092 | +179.2% | 2,236 | +178.8% | 0.07% | +188.0% |
| Q1 2023 | $200,628 | -2.1% | 802 | -14.2% | 0.02% | -46.8% |
| Q3 2022 | $205,000 | -87.1% | 935 | -84.2% | 0.05% | -67.4% |
| Q1 2022 | $1,585,000 | +2.5% | 5,910 | +8.2% | 0.14% | -0.7% |
| Q4 2021 | $1,546,000 | +9.3% | 5,462 | +1.6% | 0.14% | 0.0% |
| Q3 2021 | $1,414,000 | -4.9% | 5,376 | -2.9% | 0.14% | -6.5% |
| Q2 2021 | $1,487,000 | +60.1% | 5,535 | +36.8% | 0.16% | +52.0% |
| Q1 2021 | $929,000 | -0.1% | 4,045 | 0.0% | 0.10% | -1.9% |
| Q4 2020 | $930,000 | – | 4,045 | – | 0.10% | – |
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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% |