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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,589 | -16.5% | 42,274 | -12.8% | 1.45% | -11.1% |
| Q2 2023 | $12,674 | +1.5% | 48,469 | -2.9% | 1.64% | -3.5% |
| Q1 2023 | $12,486 | -99.9% | 49,920 | -5.2% | 1.70% | -4.8% |
| Q4 2021 | $14,901,000 | +19.7% | 52,639 | +11.2% | 1.78% | -0.5% |
| Q3 2021 | $12,452,000 | +1.7% | 47,334 | +3.9% | 1.79% | -1.4% |
| Q2 2021 | $12,243,000 | +16.9% | 45,560 | +13.2% | 1.82% | -3.5% |
| Q1 2021 | $10,472,000 | +26.4% | 40,232 | +11.6% | 1.88% | +3.2% |
| Q4 2020 | $8,286,000 | +34.3% | 36,051 | +8.3% | 1.82% | -8.3% |
| Q3 2020 | $6,171,000 | +20.4% | 33,299 | +15.5% | 1.99% | +2.2% |
| Q2 2020 | $5,125,000 | +31.7% | 28,820 | +6.6% | 1.94% | -5.9% |
| Q1 2020 | $3,890,000 | +31.4% | 27,039 | +88.0% | 2.06% | +71.1% |
| Q4 2019 | $2,960,000 | +271.9% | 14,381 | +249.2% | 1.21% | +142.9% |
| Q3 2019 | $796,000 | +1.9% | 4,118 | +2.4% | 0.50% | -1.0% |
| Q2 2019 | $781,000 | +4.7% | 4,020 | +2.1% | 0.50% | -11.6% |
| Q1 2019 | $746,000 | +36.9% | 3,939 | +20.0% | 0.57% | +8.0% |
| Q4 2018 | $545,000 | -41.7% | 3,282 | -29.4% | 0.53% | -24.2% |
| Q3 2018 | $935,000 | +14.3% | 4,647 | +10.7% | 0.69% | -1.6% |
| Q2 2018 | $818,000 | +32.8% | 4,198 | +27.8% | 0.70% | +19.7% |
| Q1 2018 | $616,000 | +14.3% | 3,286 | +15.7% | 0.59% | +4.8% |
| Q4 2017 | $539,000 | +7.2% | 2,839 | +1.0% | 0.56% | -10.4% |
| Q3 2017 | $503,000 | -42.1% | 2,810 | -43.7% | 0.63% | +131.4% |
| Q2 2017 | $868,000 | – | 4,992 | – | 0.27% | – |
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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% |