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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,735,000 | +7.4% | 9,663 | -0.2% | 0.47% | -6.0% |
| Q3 2021 | $2,547,000 | -2.7% | 9,684 | -0.5% | 0.50% | -4.0% |
| Q2 2021 | $2,617,000 | +4.7% | 9,737 | +1.4% | 0.52% | -2.8% |
| Q1 2021 | $2,500,000 | +11.6% | 9,607 | -1.4% | 0.54% | +2.5% |
| Q4 2020 | $2,240,000 | +25.7% | 9,745 | +1.3% | 0.52% | +6.1% |
| Q3 2020 | $1,782,000 | -0.8% | 9,616 | -4.8% | 0.49% | -8.5% |
| Q2 2020 | $1,797,000 | +22.4% | 10,106 | -1.0% | 0.54% | +6.9% |
| Q1 2020 | $1,468,000 | -36.2% | 10,204 | -8.7% | 0.50% | -8.4% |
| Q4 2019 | $2,301,000 | +2.2% | 11,179 | -4.1% | 0.55% | -0.9% |
| Q3 2019 | $2,252,000 | -6.0% | 11,657 | -5.5% | 0.56% | -9.2% |
| Q2 2019 | $2,395,000 | -0.4% | 12,331 | -2.9% | 0.61% | +1.8% |
| Q1 2019 | $2,405,000 | +18.9% | 12,699 | +4.3% | 0.60% | +2.0% |
| Q4 2018 | $2,022,000 | – | 12,178 | – | 0.59% | – |
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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% |