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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $13 | -99.9% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | -78.6% | 50 | -76.6% | 0.00% | -77.8% |
| Q2 2019 | $42,000 | +40.0% | 214 | +20.9% | 0.01% | +12.5% |
| Q4 2018 | $30,000 | -16.7% | 177 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $36,000 | -32.1% | 177 | -51.2% | 0.01% | +100.0% |
| Q1 2016 | $53,000 | +194.4% | 363 | +192.7% | 0.00% | +300.0% |
| Q4 2015 | $18,000 | +5.9% | 124 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $17,000 | -46.9% | 124 | -41.0% | 0.00% | -50.0% |
| Q2 2015 | $32,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $32,000 | – | 210 | – | 0.00% | – |
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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% |