INVERNESS COUNSEL LLC /NY/ - ISHARES TR ownership

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
INVERNESS COUNSEL LLC /NY/ ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$209,000
-17.4%
737
-21.6%
0.01%
-11.1%
Q2 2021$253,000
+3.3%
9400.0%0.01%
-10.0%
Q1 2021$245,000
+13.4%
9400.0%0.01%
+11.1%
Q4 2020$216,000
-31.9%
940
-44.4%
0.01%
-52.6%
Q1 2018$317,0001,6920.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 853,525$241,616,00043.44%
HBC Financial Services, PLLC 154,207$43,652,00027.70%
Leonard Rickey Investment Advisors P.L.L.C. 254,516$72,048,00026.39%
LVZ, Inc. 498,297$141,058,00018.86%
Harbor Group, Inc. 110,734$31,346,00018.67%
New England Professional Planning Group Inc. 110,430$30,319,00018.49%
Millburn Ridgefield Corp 968,792$274,246,00017.49%
Investments & Financial Planning, LLC 70,663$18,897,00016.96%
CJM Wealth Advisers, Ltd. 80,136$22,685,02716.14%
Bryant Woods Investment Advisors, LLC 72,757$20,607,00016.08%
View complete list of ISHARES TR shareholders