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 | $5,901,589 | -3.4% | 23,668 | +1.3% | 0.44% | -0.2% |
| Q2 2023 | $6,111,661 | +8.1% | 23,373 | +3.4% | 0.44% | +8.5% |
| Q1 2023 | $5,653,590 | +7.1% | 22,600 | +3.6% | 0.40% | -1.0% |
| Q4 2022 | $5,276,934 | +4.4% | 21,815 | -5.4% | 0.41% | -3.8% |
| Q3 2022 | $5,055,000 | -4.7% | 23,054 | -1.7% | 0.42% | -0.2% |
| Q2 2022 | $5,305,000 | -18.8% | 23,449 | -3.7% | 0.42% | -3.4% |
| Q1 2022 | $6,533,000 | -6.1% | 24,345 | -0.9% | 0.44% | -3.3% |
| Q4 2021 | $6,956,000 | +6.1% | 24,572 | +0.7% | 0.45% | -12.2% |
| Q2 2021 | $6,556,000 | -8.5% | 24,396 | -11.4% | 0.52% | -25.2% |
| Q1 2021 | $7,163,000 | +3.3% | 27,520 | -8.7% | 0.69% | -4.2% |
| Q4 2020 | $6,931,000 | +122.5% | 30,156 | +79.4% | 0.72% | +201.3% |
| Q3 2020 | $3,115,000 | -49.7% | 16,809 | -51.7% | 0.24% | -74.3% |
| Q2 2020 | $6,194,000 | -17.0% | 34,832 | -3.9% | 0.93% | -1.1% |
| Q4 2019 | $7,462,000 | – | 36,256 | – | 0.94% | – |
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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% |