ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,759,178 | +0.3% | 43,147 | +5.1% | 0.14% | +3.0% |
| Q2 2023 | $10,730,567 | +0.4% | 41,038 | -4.0% | 0.14% | -5.6% |
| Q1 2023 | $10,692,560 | +18.3% | 42,743 | +14.4% | 0.14% | +13.5% |
| Q4 2022 | $9,037,154 | +24.9% | 37,361 | +13.2% | 0.13% | +8.6% |
| Q3 2022 | $7,235,000 | +31.4% | 32,999 | +35.6% | 0.12% | +38.1% |
| Q2 2022 | $5,506,000 | -29.5% | 24,339 | -16.3% | 0.08% | -22.2% |
| Q1 2022 | $7,808,000 | +0.4% | 29,096 | +5.9% | 0.11% | -0.9% |
| Q4 2021 | $7,779,000 | +25.2% | 27,481 | +16.3% | 0.11% | +11.2% |
| Q3 2021 | $6,214,000 | +3.0% | 23,623 | +5.3% | 0.10% | 0.0% |
| Q2 2021 | $6,031,000 | +18.0% | 22,443 | +14.3% | 0.10% | +7.7% |
| Q1 2021 | $5,112,000 | +18.5% | 19,642 | +4.6% | 0.09% | +13.8% |
| Q4 2020 | $4,313,000 | +40.8% | 18,770 | +13.5% | 0.08% | +29.0% |
| Q3 2020 | $3,063,000 | +46.6% | 16,531 | +40.7% | 0.06% | +34.8% |
| Q2 2020 | $2,090,000 | +101.9% | 11,753 | +63.3% | 0.05% | +84.0% |
| Q1 2020 | $1,035,000 | -30.3% | 7,197 | -0.3% | 0.02% | -10.7% |
| Q4 2019 | $1,486,000 | +245.6% | 7,222 | +224.6% | 0.03% | +211.1% |
| Q3 2019 | $430,000 | – | 2,225 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |