ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,999 | -4.6% | 1,540 | 0.0% | 0.13% | -0.8% |
| Q2 2023 | $402,679 | +4.5% | 1,540 | 0.0% | 0.13% | +15.9% |
| Q1 2023 | $385,246 | +3.4% | 1,540 | 0.0% | 0.11% | -26.1% |
| Q4 2022 | $372,511 | +10.2% | 1,540 | 0.0% | 0.15% | +9.3% |
| Q3 2022 | $338,000 | -2.9% | 1,540 | 0.0% | 0.14% | +10.2% |
| Q2 2022 | $348,000 | -15.7% | 1,540 | 0.0% | 0.13% | +1.6% |
| Q1 2022 | $413,000 | -5.3% | 1,540 | 0.0% | 0.12% | +23.8% |
| Q4 2021 | $436,000 | +7.7% | 1,540 | 0.0% | 0.10% | -17.2% |
| Q3 2021 | $405,000 | -2.2% | 1,540 | 0.0% | 0.12% | -7.6% |
| Q2 2021 | $414,000 | +3.2% | 1,540 | 0.0% | 0.13% | 0.0% |
| Q1 2021 | $401,000 | +13.3% | 1,540 | 0.0% | 0.13% | +7.3% |
| Q4 2020 | $354,000 | -54.5% | 1,540 | -63.3% | 0.12% | -66.8% |
| Q3 2020 | $778,000 | +4.1% | 4,200 | 0.0% | 0.37% | -14.0% |
| Q2 2020 | $747,000 | -27.9% | 4,200 | -41.7% | 0.43% | -50.1% |
| Q1 2020 | $1,036,000 | -30.1% | 7,200 | 0.0% | 0.86% | -6.1% |
| Q4 2019 | $1,482,000 | +6.5% | 7,200 | 0.0% | 0.92% | -18.8% |
| Q3 2019 | $1,391,000 | -0.6% | 7,200 | 0.0% | 1.13% | +1.3% |
| Q2 2019 | $1,399,000 | +2.6% | 7,200 | 0.0% | 1.12% | +21.4% |
| Q1 2019 | $1,364,000 | – | 7,200 | – | 0.92% | – |
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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% |