ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $804 | -99.9% | 2,996 | -12.3% | 0.13% | -15.7% |
| Q3 2022 | $749,000 | -3.0% | 3,415 | +0.1% | 0.15% | +4.8% |
| Q2 2022 | $772,000 | -4.0% | 3,410 | +13.8% | 0.15% | +13.2% |
| Q1 2022 | $804,000 | +7.6% | 2,996 | +13.6% | 0.13% | +8.4% |
| Q4 2021 | $747,000 | +27.0% | 2,637 | +17.9% | 0.12% | +15.5% |
| Q3 2021 | $588,000 | +8.7% | 2,236 | +11.1% | 0.10% | +9.6% |
| Q2 2021 | $541,000 | +17.6% | 2,012 | +13.8% | 0.09% | +6.8% |
| Q1 2021 | $460,000 | +13.9% | 1,768 | +0.6% | 0.09% | +2.3% |
| Q4 2020 | $404,000 | +10.1% | 1,758 | -11.3% | 0.09% | -2.3% |
| Q3 2020 | $367,000 | 0.0% | 1,983 | -3.9% | 0.09% | -10.2% |
| Q2 2020 | $367,000 | -9.4% | 2,064 | -26.7% | 0.10% | -30.0% |
| Q1 2020 | $405,000 | -29.1% | 2,817 | +1.6% | 0.14% | -4.8% |
| Q4 2019 | $571,000 | -4.7% | 2,772 | -10.6% | 0.15% | -15.0% |
| Q3 2019 | $599,000 | +1.4% | 3,102 | +2.0% | 0.17% | 0.0% |
| Q2 2019 | $591,000 | +15.0% | 3,040 | +11.9% | 0.17% | +12.3% |
| Q1 2019 | $514,000 | -10.5% | 2,716 | -21.5% | 0.15% | -23.0% |
| Q4 2018 | $574,000 | +13.0% | 3,458 | +32.5% | 0.20% | +19.8% |
| Q2 2018 | $508,000 | – | 2,609 | – | 0.17% | – |
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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% |