ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $4,560,000 | +21.0% | 17,521 | +6.9% | 0.21% | -7.9% |
| Q4 2020 | $3,768,000 | +15.5% | 16,395 | -6.9% | 0.23% | +5.1% |
| Q3 2020 | $3,263,000 | +10.0% | 17,607 | +5.5% | 0.22% | +5.3% |
| Q2 2020 | $2,967,000 | +11.6% | 16,683 | -9.7% | 0.21% | -19.2% |
| Q1 2020 | $2,659,000 | -29.5% | 18,483 | +0.9% | 0.26% | +0.4% |
| Q4 2019 | $3,770,000 | +9.9% | 18,319 | +3.2% | 0.25% | +6.3% |
| Q3 2019 | $3,429,000 | -2.0% | 17,746 | -1.5% | 0.24% | -1.2% |
| Q2 2019 | $3,499,000 | +2.2% | 18,010 | -0.4% | 0.24% | +0.8% |
| Q1 2019 | $3,425,000 | +5.2% | 18,081 | -7.8% | 0.24% | -1.6% |
| Q4 2018 | $3,256,000 | -36.2% | 19,609 | -22.6% | 0.24% | -30.5% |
| Q3 2018 | $5,101,000 | +14.1% | 25,342 | +10.4% | 0.35% | +30.0% |
| Q2 2018 | $4,471,000 | +12.5% | 22,953 | +8.3% | 0.27% | +14.4% |
| Q1 2018 | $3,974,000 | +10.7% | 21,186 | +12.0% | 0.24% | +12.9% |
| Q4 2017 | $3,591,000 | +19.3% | 18,922 | +12.4% | 0.21% | +12.4% |
| Q3 2017 | $3,011,000 | +13.1% | 16,829 | +9.9% | 0.19% | +10.1% |
| Q2 2017 | $2,663,000 | +61.0% | 15,311 | +58.5% | 0.17% | +56.5% |
| Q1 2017 | $1,654,000 | +53.6% | 9,661 | +48.3% | 0.11% | +47.9% |
| Q4 2016 | $1,077,000 | +265.1% | 6,514 | +235.6% | 0.07% | +192.0% |
| Q3 2016 | $295,000 | +37.2% | 1,941 | +9.7% | 0.02% | +31.6% |
| Q4 2014 | $215,000 | 0.0% | 1,770 | 0.0% | 0.02% | -32.1% |
| Q3 2014 | $215,000 | 0.0% | 1,770 | 0.0% | 0.03% | +12.0% |
| Q2 2014 | $215,000 | 0.0% | 1,770 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $215,000 | 0.0% | 1,770 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $215,000 | -7.7% | 1,770 | -12.4% | 0.02% | -19.4% |
| Q2 2013 | $233,000 | – | 2,020 | – | 0.03% | – |
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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% |