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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,402 | -0.4% | 1,305 | +4.4% | 0.04% | +2.9% |
| Q2 2023 | $326,850 | +5.2% | 1,250 | +0.6% | 0.03% | -2.9% |
| Q1 2023 | $310,699 | -18.8% | 1,242 | -21.5% | 0.04% | -22.2% |
| Q4 2022 | $382,670 | +31.5% | 1,582 | +19.2% | 0.04% | +21.6% |
| Q3 2022 | $291,000 | +8.2% | 1,327 | +11.6% | 0.04% | +15.6% |
| Q2 2022 | $269,000 | -15.7% | 1,189 | -0.1% | 0.03% | -5.9% |
| Q1 2022 | $319,000 | -9.6% | 1,190 | -4.5% | 0.03% | -8.1% |
| Q4 2021 | $353,000 | +7.6% | 1,246 | +0.1% | 0.04% | 0.0% |
| Q3 2021 | $328,000 | +3.8% | 1,245 | +5.9% | 0.04% | 0.0% |
| Q2 2021 | $316,000 | +5.0% | 1,176 | +1.7% | 0.04% | +2.8% |
| Q1 2021 | $301,000 | +13.2% | 1,156 | -0.3% | 0.04% | +5.9% |
| Q4 2020 | $266,000 | – | 1,159 | – | 0.03% | – |
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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% |