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 | $454,086 | -0.9% | 1,830 | +4.4% | 0.08% | 0.0% |
| Q2 2023 | $458,432 | +6.8% | 1,753 | +2.2% | 0.08% | -3.6% |
| Q1 2023 | $429,298 | +4.7% | 1,716 | +1.2% | 0.08% | -3.4% |
| Q4 2022 | $409,985 | +31.4% | 1,695 | +18.9% | 0.09% | +17.6% |
| Q3 2022 | $312,000 | -3.1% | 1,425 | +0.1% | 0.07% | -3.9% |
| Q2 2022 | $322,000 | -21.7% | 1,424 | -7.1% | 0.08% | -6.1% |
| Q1 2022 | $411,000 | -5.5% | 1,533 | 0.0% | 0.08% | -5.7% |
| Q4 2021 | $435,000 | +7.4% | 1,533 | -0.5% | 0.09% | -30.4% |
| Q3 2021 | $405,000 | -7.3% | 1,540 | -5.3% | 0.12% | -3.1% |
| Q2 2021 | $437,000 | +1.9% | 1,627 | -0.8% | 0.13% | -17.8% |
| Q1 2021 | $429,000 | +13.2% | 1,640 | -0.8% | 0.16% | +5.4% |
| Q4 2020 | $379,000 | +22.7% | 1,653 | -0.8% | 0.15% | -8.0% |
| Q3 2020 | $309,000 | +4.4% | 1,667 | +0.1% | 0.16% | -21.4% |
| Q2 2020 | $296,000 | -1.0% | 1,666 | -20.0% | 0.21% | -30.4% |
| Q1 2020 | $299,000 | -36.0% | 2,083 | -8.2% | 0.30% | -24.5% |
| Q4 2019 | $467,000 | – | 2,268 | – | 0.39% | – |
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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% |