ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $423,147 | -10.0% | 1,697 | -5.6% | 0.02% | -9.1% |
| Q2 2023 | $470,141 | +4.8% | 1,798 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $448,537 | +3.4% | 1,793 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $433,709 | +10.4% | 1,793 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $393,000 | -2.0% | 1,792 | +1.2% | 0.02% | +4.8% |
| Q2 2022 | $401,000 | -14.9% | 1,771 | +0.9% | 0.02% | -4.5% |
| Q1 2022 | $471,000 | -25.0% | 1,755 | -20.9% | 0.02% | -18.5% |
| Q4 2021 | $628,000 | +36.2% | 2,219 | +26.6% | 0.03% | +22.7% |
| Q3 2021 | $461,000 | -3.8% | 1,753 | -1.7% | 0.02% | 0.0% |
| Q2 2021 | $479,000 | +33.8% | 1,783 | +29.5% | 0.02% | +22.2% |
| Q1 2021 | $358,000 | +10.8% | 1,377 | -2.1% | 0.02% | 0.0% |
| Q4 2020 | $323,000 | +20.5% | 1,406 | -2.6% | 0.02% | +5.9% |
| Q3 2020 | $268,000 | +30.1% | 1,444 | +24.7% | 0.02% | +30.8% |
| Q2 2020 | $206,000 | – | 1,158 | – | 0.01% | – |
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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% |