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 | $133 | -15.8% | 535 | -11.6% | 0.03% | -18.2% |
| Q2 2023 | $158 | +4.6% | 605 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $151 | +3.4% | 605 | 0.0% | 0.03% | +9.7% |
| Q4 2022 | $146 | -99.9% | 605 | 0.0% | 0.03% | -8.8% |
| Q3 2022 | $133,000 | -2.9% | 605 | 0.0% | 0.03% | +3.0% |
| Q2 2022 | $137,000 | -15.4% | 605 | 0.0% | 0.03% | -5.7% |
| Q1 2022 | $162,000 | -5.3% | 605 | 0.0% | 0.04% | -5.4% |
| Q4 2021 | $171,000 | +7.5% | 605 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $159,000 | +98.8% | 605 | +39.4% | 0.04% | +54.2% |
| Q2 2021 | $80,000 | -49.0% | 434 | -28.3% | 0.02% | -33.3% |
| Q1 2021 | $157,000 | +12.9% | 605 | 0.0% | 0.04% | +2.9% |
| Q4 2020 | $139,000 | +73.8% | 605 | +39.4% | 0.04% | +45.8% |
| Q3 2020 | $80,000 | +3.9% | 434 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $77,000 | +24.2% | 434 | 0.0% | 0.02% | +14.3% |
| Q1 2020 | $62,000 | -41.5% | 434 | -15.7% | 0.02% | -30.0% |
| Q4 2019 | $106,000 | +26.2% | 515 | +18.7% | 0.03% | +15.4% |
| Q3 2019 | $84,000 | +13.5% | 434 | +13.9% | 0.03% | +13.0% |
| Q2 2019 | $74,000 | +2.8% | 381 | 0.0% | 0.02% | -4.2% |
| Q1 2019 | $72,000 | +14.3% | 381 | 0.0% | 0.02% | +4.3% |
| Q4 2018 | $63,000 | -18.2% | 381 | 0.0% | 0.02% | -4.2% |
| Q3 2018 | $77,000 | -33.6% | 381 | -36.1% | 0.02% | -36.8% |
| Q2 2018 | $116,000 | +17.2% | 596 | +13.3% | 0.04% | +22.6% |
| Q1 2018 | $99,000 | -26.7% | 526 | -26.0% | 0.03% | -31.1% |
| Q4 2017 | $135,000 | +6.3% | 711 | 0.0% | 0.04% | +2.3% |
| Q3 2017 | $127,000 | +39.6% | 711 | +35.2% | 0.04% | +29.4% |
| Q2 2017 | $91,000 | +71.7% | 526 | +69.1% | 0.03% | +61.9% |
| Q1 2017 | $53,000 | -99.9% | 311 | 0.0% | 0.02% | -4.5% |
| Q4 2016 | $51,421,000 | +107027.1% | 311 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $48,000 | +585.7% | 311 | +522.0% | 0.02% | +633.3% |
| Q1 2016 | $7,000 | -46.2% | 50 | -44.4% | 0.00% | -50.0% |
| Q4 2015 | $13,000 | +8.3% | 90 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $12,000 | -14.3% | 90 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $14,000 | 0.0% | 90 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | +133.3% | 90 | +125.0% | 0.01% | +100.0% |
| Q4 2014 | $6,000 | +20.0% | 40 | 0.0% | 0.00% | +50.0% |
| Q3 2014 | $5,000 | -16.7% | 40 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $6,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $6,000 | +20.0% | 40 | 0.0% | 0.00% | +50.0% |
| Q4 2013 | $5,000 | – | 40 | – | 0.00% | – |
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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% |