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 2021 | $6,695,000 | -4.0% | 25,450 | -2.0% | 0.45% | -4.5% |
| Q2 2021 | $6,977,000 | +4.6% | 25,961 | +1.4% | 0.47% | -3.7% |
| Q1 2021 | $6,667,000 | +14.0% | 25,613 | +0.6% | 0.49% | +8.5% |
| Q4 2020 | $5,850,000 | +12.8% | 25,455 | +2.0% | 0.45% | -0.9% |
| Q3 2020 | $5,186,000 | +9.1% | 24,944 | -6.7% | 0.45% | -1.1% |
| Q2 2020 | $4,754,000 | +4.9% | 26,733 | -15.2% | 0.46% | -12.1% |
| Q1 2020 | $4,534,000 | -26.4% | 31,519 | +5.3% | 0.52% | -9.5% |
| Q4 2019 | $6,162,000 | +23.2% | 29,937 | +15.7% | 0.58% | +7.9% |
| Q3 2019 | $5,002,000 | +0.4% | 25,884 | +1.0% | 0.53% | +3.1% |
| Q2 2019 | $4,981,000 | +10.4% | 25,638 | +7.7% | 0.52% | +5.3% |
| Q1 2019 | $4,510,000 | -10.2% | 23,810 | -21.3% | 0.49% | -21.2% |
| Q4 2018 | $5,025,000 | – | 30,261 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 853,525 | $241,616,000 | 43.44% |
| HBC Financial Services, PLLC | 154,207 | $43,652,000 | 27.70% |
| Leonard Rickey Investment Advisors P.L.L.C. | 254,516 | $72,048,000 | 26.39% |
| LVZ, Inc. | 498,297 | $141,058,000 | 18.86% |
| Harbor Group, Inc. | 110,734 | $31,346,000 | 18.67% |
| New England Professional Planning Group Inc. | 110,430 | $30,319,000 | 18.49% |
| Millburn Ridgefield Corp | 968,792 | $274,246,000 | 17.49% |
| Investments & Financial Planning, LLC | 70,663 | $18,897,000 | 16.96% |
| CJM Wealth Advisers, Ltd. | 80,136 | $22,685,027 | 16.14% |
| Bryant Woods Investment Advisors, LLC | 72,757 | $20,607,000 | 16.08% |