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 | $314 | -4.6% | 1,260 | 0.0% | 0.08% | -1.2% |
| Q2 2023 | $329 | -99.9% | 1,260 | +0.3% | 0.09% | +4.9% |
| Q1 2023 | $314,243 | +103610.6% | 1,256 | +0.4% | 0.08% | +2.5% |
| Q4 2022 | $303 | -99.9% | 1,251 | +0.4% | 0.08% | +6.7% |
| Q3 2022 | $273,000 | -2.5% | 1,246 | +0.6% | 0.08% | -6.2% |
| Q2 2022 | $280,000 | -15.4% | 1,239 | +0.3% | 0.08% | -5.9% |
| Q1 2022 | $331,000 | -4.9% | 1,235 | +0.3% | 0.08% | +6.2% |
| Q4 2021 | $348,000 | +8.1% | 1,231 | +0.4% | 0.08% | -4.8% |
| Q3 2021 | $322,000 | -1.8% | 1,226 | +0.3% | 0.08% | 0.0% |
| Q2 2021 | $328,000 | +3.5% | 1,222 | +0.2% | 0.08% | -5.6% |
| Q1 2021 | $317,000 | +13.6% | 1,219 | +0.3% | 0.09% | +4.7% |
| Q4 2020 | $279,000 | +24.0% | 1,215 | +0.2% | 0.08% | +4.9% |
| Q3 2020 | $225,000 | +3650.0% | 1,212 | +2930.0% | 0.08% | +1925.0% |
| Q4 2015 | $6,000 | – | 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% |