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 | $436,100 | -5.1% | 1,741 | -0.9% | 0.07% | -1.4% |
| Q2 2023 | $459,421 | +2.9% | 1,757 | -1.6% | 0.07% | +1.4% |
| Q1 2023 | $446,536 | +2.3% | 1,785 | -1.1% | 0.07% | +3.0% |
| Q4 2022 | $436,611 | +65.4% | 1,805 | +49.9% | 0.07% | +52.3% |
| Q3 2022 | $264,000 | -2.9% | 1,204 | 0.0% | 0.04% | +2.3% |
| Q2 2022 | $272,000 | -15.8% | 1,204 | 0.0% | 0.04% | -4.4% |
| Q1 2022 | $323,000 | +3.2% | 1,204 | +8.8% | 0.04% | -4.3% |
| Q4 2021 | $313,000 | +11.4% | 1,107 | +3.7% | 0.05% | +6.8% |
| Q3 2021 | $281,000 | -2.1% | 1,068 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $287,000 | +3.2% | 1,068 | 0.0% | 0.04% | -6.2% |
| Q1 2021 | $278,000 | +13.5% | 1,068 | 0.0% | 0.05% | +6.7% |
| Q4 2020 | $245,000 | +22.5% | 1,068 | -0.9% | 0.04% | +15.4% |
| Q3 2020 | $200,000 | -52.8% | 1,078 | -63.3% | 0.04% | -70.0% |
| Q1 2016 | $424,000 | – | 2,939 | – | 0.13% | – |
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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% |