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 | $298,721 | +95338.0% | 1,198 | 0.0% | 0.00% | – |
| Q2 2023 | $313 | +4.3% | 1,198 | 0.0% | 0.00% | – |
| Q1 2023 | $300 | +3.4% | 1,198 | 0.0% | 0.00% | – |
| Q4 2022 | $290 | -99.9% | 1,198 | 0.0% | 0.00% | – |
| Q3 2022 | $261,000 | -4.0% | 1,198 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $272,000 | -15.5% | 1,198 | 0.0% | 0.00% | – |
| Q1 2022 | $322,000 | -5.0% | 1,198 | 0.0% | 0.00% | – |
| Q4 2021 | $339,000 | +7.6% | 1,198 | 0.0% | 0.00% | – |
| Q3 2021 | $315,000 | -2.2% | 1,198 | 0.0% | 0.00% | – |
| Q2 2021 | $322,000 | +3.2% | 1,198 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $312,000 | +13.5% | 1,198 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $275,000 | +23.3% | 1,198 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $223,000 | +4.2% | 1,198 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $214,000 | +23.0% | 1,198 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $174,000 | -29.3% | 1,198 | 0.0% | 0.00% | – |
| Q4 2019 | $246,000 | +6.5% | 1,198 | 0.0% | 0.00% | – |
| Q3 2019 | $231,000 | +1.3% | 1,198 | -0.2% | 0.00% | – |
| Q1 2019 | $228,000 | +14.6% | 1,201 | +0.3% | 0.00% | – |
| Q4 2018 | $199,000 | -17.4% | 1,198 | 0.0% | 0.00% | – |
| Q3 2018 | $241,000 | +3.4% | 1,198 | 0.0% | 0.00% | – |
| Q2 2018 | $233,000 | -37.9% | 1,198 | -40.0% | 0.00% | -100.0% |
| Q1 2018 | $375,000 | -1.1% | 1,998 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $379,000 | -12.9% | 1,998 | -17.7% | 0.00% | 0.0% |
| Q3 2017 | $435,000 | +2.8% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $423,000 | -8.6% | 2,428 | -10.0% | 0.00% | 0.0% |
| Q1 2017 | $463,000 | +15.2% | 2,698 | +11.1% | 0.00% | 0.0% |
| Q4 2016 | $402,000 | +6.9% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $376,000 | +3.0% | 2,428 | 0.0% | 0.00% | -50.0% |
| Q2 2016 | $365,000 | +4.6% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $349,000 | +2.6% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $340,000 | +2.1% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $333,000 | -8.5% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $364,000 | -1.4% | 2,428 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $369,000 | -17.4% | 2,428 | -21.5% | 0.00% | 0.0% |
| Q4 2014 | $447,000 | – | 3,093 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | -100.0% | 3,093 | 0.0% | 0.00% | -100.0% |
| Q2 2014 | $442,000 | +0.2% | 3,093 | 0.0% | 0.00% | -50.0% |
| Q1 2014 | $441,000 | +6.5% | 3,093 | 0.0% | 0.00% | +100.0% |
| Q4 2013 | $414,000 | +8.1% | 3,093 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $383,000 | +7.0% | 3,093 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $358,000 | +0.6% | 3,093 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $356,000 | – | 3,093 | – | 0.00% | – |
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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% |