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 | $821,320 | -4.6% | 3,291 | 0.0% | 0.34% | -7.8% |
| Q2 2023 | $860,531 | +4.5% | 3,291 | 0.0% | 0.37% | -4.6% |
| Q1 2023 | $823,277 | +3.4% | 3,291 | 0.0% | 0.39% | +2.4% |
| Q4 2022 | $796,060 | +11.2% | 3,291 | +0.7% | 0.38% | -6.2% |
| Q3 2022 | $716,000 | -3.1% | 3,267 | 0.0% | 0.41% | 0.0% |
| Q2 2022 | $739,000 | -15.7% | 3,267 | 0.0% | 0.41% | +3.8% |
| Q1 2022 | $877,000 | -5.2% | 3,267 | 0.0% | 0.39% | -17.5% |
| Q4 2021 | $925,000 | +31.8% | 3,267 | +22.5% | 0.47% | +9.0% |
| Q3 2021 | $702,000 | -2.1% | 2,668 | 0.0% | 0.44% | -2.5% |
| Q2 2021 | $717,000 | +3.3% | 2,668 | 0.0% | 0.45% | -2.2% |
| Q1 2021 | $694,000 | +13.2% | 2,668 | 0.0% | 0.46% | +24.9% |
| Q4 2020 | $613,000 | +1.3% | 2,668 | -18.3% | 0.36% | -3.2% |
| Q3 2020 | $605,000 | +27.6% | 3,267 | +22.5% | 0.38% | +3.9% |
| Q2 2020 | $474,000 | +23.4% | 2,668 | 0.0% | 0.36% | +1.1% |
| Q1 2020 | $384,000 | -30.1% | 2,668 | 0.0% | 0.36% | +26.0% |
| Q4 2019 | $549,000 | +6.4% | 2,668 | 0.0% | 0.28% | -17.9% |
| Q3 2019 | $516,000 | -0.4% | 2,668 | 0.0% | 0.35% | -26.2% |
| Q2 2019 | $518,000 | +2.6% | 2,668 | 0.0% | 0.47% | -14.1% |
| Q1 2019 | $505,000 | +14.0% | 2,668 | 0.0% | 0.55% | +15.6% |
| Q4 2018 | $443,000 | -17.5% | 2,668 | 0.0% | 0.47% | +12.6% |
| Q3 2018 | $537,000 | +3.3% | 2,668 | 0.0% | 0.42% | +2.2% |
| Q2 2018 | $520,000 | +4.0% | 2,668 | 0.0% | 0.41% | +2.5% |
| Q1 2018 | $500,000 | -1.2% | 2,668 | 0.0% | 0.40% | +7.8% |
| Q4 2017 | $506,000 | – | 2,668 | – | 0.37% | – |
Download | ||||||
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% |