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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,581,000 | -21.7% | 8,530 | -24.9% | 0.44% | -25.9% |
| Q2 2020 | $2,019,000 | -36.0% | 11,354 | -48.2% | 0.60% | -47.7% |
| Q1 2020 | $3,154,000 | -64.3% | 21,926 | -48.9% | 1.14% | -58.4% |
| Q4 2019 | $8,826,000 | +7.2% | 42,883 | +0.7% | 2.75% | +2.3% |
| Q3 2019 | $8,231,000 | -0.5% | 42,597 | 0.0% | 2.69% | +0.4% |
| Q2 2019 | $8,275,000 | +54.0% | 42,597 | +50.2% | 2.68% | +29.9% |
| Q1 2019 | $5,372,000 | +16.7% | 28,364 | +2.3% | 2.06% | +6.4% |
| Q4 2018 | $4,605,000 | -11.7% | 27,729 | +7.1% | 1.94% | -0.2% |
| Q3 2018 | $5,214,000 | +7.7% | 25,902 | +4.3% | 1.94% | +5.5% |
| Q2 2018 | $4,839,000 | +19.4% | 24,842 | +15.0% | 1.84% | -24.2% |
| Q1 2018 | $4,053,000 | +8.3% | 21,605 | +9.5% | 2.43% | -1.0% |
| Q4 2017 | $3,744,000 | – | 19,729 | – | 2.45% | – |
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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% |