ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,378 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,507,570 | -1.5% | 6,046 | +3.3% | 0.06% | +3.3% |
| Q2 2023 | $1,529,919 | +3.6% | 5,851 | -0.9% | 0.06% | +1.7% |
| Q1 2023 | $1,477,195 | +3.4% | 5,905 | 0.0% | 0.06% | +5.3% |
| Q4 2022 | $1,428,360 | +10.2% | 5,905 | -0.1% | 0.06% | -1.7% |
| Q3 2022 | $1,296,000 | -0.3% | 5,910 | +2.8% | 0.06% | +3.6% |
| Q2 2022 | $1,300,000 | -19.3% | 5,747 | -4.3% | 0.06% | -12.5% |
| Q1 2022 | $1,611,000 | -6.3% | 6,003 | -1.1% | 0.06% | -9.9% |
| Q4 2021 | $1,719,000 | +119.3% | 6,072 | +103.7% | 0.07% | +97.2% |
| Q3 2021 | $784,000 | -3.9% | 2,981 | -1.8% | 0.04% | -5.3% |
| Q2 2021 | $816,000 | +1.0% | 3,035 | -2.2% | 0.04% | -9.5% |
| Q1 2021 | $808,000 | +13.3% | 3,104 | 0.0% | 0.04% | +13.5% |
| Q4 2020 | $713,000 | +22.1% | 3,104 | -1.5% | 0.04% | +19.4% |
| Q3 2020 | $584,000 | 0.0% | 3,150 | -4.1% | 0.03% | -6.1% |
| Q2 2020 | $584,000 | +29.5% | 3,283 | +4.7% | 0.03% | +6.5% |
| Q1 2020 | $451,000 | -32.4% | 3,136 | -3.3% | 0.03% | -20.5% |
| Q4 2019 | $667,000 | +5.4% | 3,242 | -1.0% | 0.04% | 0.0% |
| Q3 2019 | $633,000 | +9.3% | 3,275 | +9.9% | 0.04% | +5.4% |
| Q2 2019 | $579,000 | -0.3% | 2,980 | -2.9% | 0.04% | -7.5% |
| Q1 2019 | $581,000 | +4.3% | 3,069 | -8.6% | 0.04% | -4.8% |
| Q4 2018 | $557,000 | -11.2% | 3,357 | +7.8% | 0.04% | -16.0% |
| Q3 2018 | $627,000 | +10.4% | 3,115 | +6.8% | 0.05% | -2.0% |
| Q2 2018 | $568,000 | +12.3% | 2,918 | +8.1% | 0.05% | +18.6% |
| Q1 2018 | $506,000 | +4.3% | 2,700 | +5.6% | 0.04% | -2.3% |
| Q4 2017 | $485,000 | -5.1% | 2,558 | -10.5% | 0.04% | +10.0% |
| Q3 2017 | $511,000 | -1.2% | 2,858 | -3.8% | 0.04% | -9.1% |
| Q2 2017 | $517,000 | +5.1% | 2,972 | +3.5% | 0.04% | 0.0% |
| Q1 2017 | $492,000 | +3.8% | 2,872 | +0.2% | 0.04% | -13.7% |
| Q4 2016 | $474,000 | – | 2,867 | – | 0.05% | – |
Download | ||||||
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% |