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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $5,531,000 | +15.3% | 31,106 | -6.7% | 0.18% | -7.9% |
| Q1 2020 | $4,797,000 | -35.3% | 33,342 | -7.4% | 0.19% | -16.6% |
| Q4 2019 | $7,413,000 | +17.1% | 36,016 | +10.0% | 0.23% | +5.5% |
| Q3 2019 | $6,329,000 | +13.0% | 32,754 | +13.6% | 0.22% | +6.4% |
| Q2 2019 | $5,602,000 | -0.6% | 28,836 | -3.1% | 0.20% | -4.7% |
| Q1 2019 | $5,636,000 | -22.5% | 29,759 | -32.0% | 0.21% | -33.3% |
| Q4 2018 | $7,271,000 | +27.5% | 43,787 | +54.5% | 0.32% | +55.8% |
| Q3 2018 | $5,704,000 | +0.5% | 28,337 | -2.8% | 0.21% | -5.1% |
| Q2 2018 | $5,676,000 | -2.5% | 29,141 | -6.1% | 0.22% | -4.8% |
| Q1 2018 | $5,819,000 | -8.3% | 31,024 | -7.2% | 0.23% | -7.7% |
| Q4 2017 | $6,345,000 | +6.9% | 33,431 | +0.8% | 0.25% | +0.4% |
| Q3 2017 | $5,936,000 | -5.7% | 33,182 | -8.3% | 0.25% | -15.5% |
| Q2 2017 | $6,294,000 | +0.9% | 36,185 | -0.7% | 0.29% | 0.0% |
| Q1 2017 | $6,238,000 | -28.6% | 36,434 | -31.1% | 0.29% | -40.4% |
| Q4 2016 | $8,739,000 | +30.6% | 52,854 | +22.2% | 0.49% | -24.2% |
| Q3 2016 | $6,691,000 | +2.6% | 43,252 | -0.9% | 0.64% | +11.0% |
| Q2 2016 | $6,522,000 | +2.5% | 43,659 | -1.0% | 0.58% | +9.6% |
| Q1 2016 | $6,360,000 | +6.3% | 44,109 | +2.7% | 0.53% | +6.9% |
| Q4 2015 | $5,983,000 | -1.1% | 42,941 | -2.6% | 0.50% | -10.5% |
| Q3 2015 | $6,049,000 | – | 44,106 | – | 0.55% | – |
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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% |