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. | 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% |