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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,009,868 | -4.6% | 4,050 | 0.0% | 0.08% | +27.9% |
| Q2 2023 | $1,058,994 | -89.0% | 4,050 | -89.5% | 0.06% | -88.8% |
| Q1 2023 | $9,643,668 | +92.1% | 38,550 | +85.8% | 0.55% | +64.0% |
| Q4 2022 | $5,019,218 | +10.3% | 20,750 | 0.0% | 0.33% | -9.0% |
| Q3 2022 | $4,549,000 | -3.1% | 20,750 | 0.0% | 0.37% | +14.7% |
| Q2 2022 | $4,694,000 | -15.7% | 20,750 | 0.0% | 0.32% | +3.9% |
| Q1 2022 | $5,568,000 | -5.2% | 20,750 | 0.0% | 0.31% | -2.2% |
| Q4 2021 | $5,873,000 | +7.6% | 20,750 | 0.0% | 0.31% | +6.1% |
| Q3 2021 | $5,458,000 | -60.2% | 20,750 | -59.3% | 0.30% | -58.7% |
| Q2 2021 | $13,705,000 | -35.0% | 51,000 | -37.0% | 0.72% | -33.5% |
| Q1 2021 | $21,082,000 | +816.6% | 81,000 | +502.9% | 1.08% | +722.9% |
| Q1 2017 | $2,300,000 | +3.6% | 13,434 | 0.0% | 0.13% | -29.6% |
| Q4 2016 | $2,221,000 | -28.7% | 13,434 | -33.3% | 0.19% | -31.1% |
| Q3 2016 | $3,117,000 | +3.6% | 20,150 | 0.0% | 0.27% | -9.4% |
| Q2 2016 | $3,010,000 | -77.1% | 20,150 | -77.0% | 0.30% | -54.2% |
| Q2 2015 | $13,138,000 | -1.3% | 87,600 | 0.0% | 0.65% | +0.8% |
| Q1 2015 | $13,313,000 | +330.8% | 87,600 | +310.5% | 0.65% | +389.4% |
| Q4 2014 | $3,090,000 | -78.3% | 21,340 | -81.4% | 0.13% | -83.6% |
| Q3 2013 | $14,219,000 | +7.5% | 114,537 | 0.0% | 0.81% | 0.0% |
| Q2 2013 | $13,229,000 | – | 114,537 | – | 0.81% | – |
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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% |