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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4 | 0.0% | 0 | – | 0.00% | – |
| Q2 2023 | $4 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $108,000 | +8.0% | 380 | 0.0% | 0.04% | +6.1% |
| Q3 2021 | $100,000 | -2.0% | 380 | 0.0% | 0.03% | -5.7% |
| Q2 2021 | $102,000 | -50.7% | 380 | -57.8% | 0.04% | -52.7% |
| Q4 2020 | $207,000 | +24.0% | 900 | 0.0% | 0.07% | +8.8% |
| Q3 2020 | $167,000 | +4.4% | 900 | 0.0% | 0.07% | -1.4% |
| Q2 2020 | $160,000 | -38.2% | 900 | -50.0% | 0.07% | -43.9% |
| Q1 2020 | $259,000 | -39.2% | 1,800 | -13.0% | 0.12% | -8.2% |
| Q4 2019 | $426,000 | +22.4% | 2,070 | +15.0% | 0.13% | +16.5% |
| Q3 2019 | $348,000 | -0.6% | 1,800 | 0.0% | 0.12% | -9.4% |
| Q2 2019 | $350,000 | +2.6% | 1,800 | 0.0% | 0.13% | -8.0% |
| Q1 2019 | $341,000 | +14.0% | 1,800 | 0.0% | 0.14% | +6.2% |
| Q4 2018 | $299,000 | -17.4% | 1,800 | 0.0% | 0.13% | -9.7% |
| Q3 2018 | $362,000 | +3.1% | 1,800 | 0.0% | 0.14% | -0.7% |
| Q2 2018 | $351,000 | +3.8% | 1,800 | 0.0% | 0.14% | +1.4% |
| Q1 2018 | $338,000 | – | 1,800 | – | 0.14% | – |
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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% |