ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,626 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $567,644 | -6.5% | 9,700 | -3.0% | 0.18% | -1.1% |
| Q1 2024 | $607,400 | -62.9% | 10,000 | +69.5% | 0.19% | -42.8% |
| Q4 2023 | $1,635,185 | +227.9% | 5,900 | +195.0% | 0.33% | +298.8% |
| Q3 2023 | $498,700 | -4.6% | 2,000 | 0.0% | 0.08% | +39.0% |
| Q2 2023 | $522,960 | -86.2% | 2,000 | -86.8% | 0.06% | -86.6% |
| Q1 2023 | $3,802,432 | -23.3% | 15,200 | -25.9% | 0.44% | -30.3% |
| Q4 2022 | $4,958,745 | +10.3% | 20,500 | 0.0% | 0.63% | +49.3% |
| Q3 2022 | $4,495,000 | -3.1% | 20,500 | 0.0% | 0.42% | +50.7% |
| Q2 2022 | $4,638,000 | -15.7% | 20,500 | 0.0% | 0.28% | -11.4% |
| Q1 2022 | $5,501,000 | -54.2% | 20,500 | -51.7% | 0.32% | -53.0% |
| Q4 2021 | $12,003,000 | +31.1% | 42,400 | +21.8% | 0.67% | +22.9% |
| Q3 2021 | $9,155,000 | +14.7% | 34,800 | +17.2% | 0.55% | -11.5% |
| Q2 2021 | $7,981,000 | +207.7% | 29,700 | +112.1% | 0.62% | -83.4% |
| Q3 2020 | $2,594,000 | +4.2% | 14,000 | 0.0% | 3.71% | -30.2% |
| Q2 2020 | $2,489,000 | +23.6% | 14,000 | 0.0% | 5.32% | -3.0% |
| Q1 2020 | $2,014,000 | -30.1% | 14,000 | 0.0% | 5.49% | +9.0% |
| Q4 2019 | $2,881,000 | +6.5% | 14,000 | 0.0% | 5.04% | -2.2% |
| Q3 2019 | $2,705,000 | -0.6% | 14,000 | 0.0% | 5.15% | +194.6% |
| Q2 2019 | $2,720,000 | -4.3% | 14,000 | -6.7% | 1.75% | +1.9% |
| Q1 2019 | $2,841,000 | -43.0% | 15,000 | -50.0% | 1.72% | -42.4% |
| Q4 2018 | $4,982,000 | – | 30,000 | – | 2.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |