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 2021 | $13,500,000 | +3.2% | 51,316 | +5.4% | 4.48% | +2.0% |
| Q2 2021 | $13,087,000 | +69.3% | 48,698 | -2.6% | 4.39% | -3.0% |
| Q1 2021 | $7,732,000 | -33.8% | 49,999 | -1.6% | 4.53% | -0.6% |
| Q4 2020 | $11,674,000 | +26.9% | 50,796 | +2.3% | 4.56% | +12.2% |
| Q3 2020 | $9,197,000 | +6.2% | 49,633 | +1.9% | 4.06% | -2.0% |
| Q2 2020 | $8,661,000 | +29.7% | 48,709 | +4.9% | 4.15% | +12.2% |
| Q1 2020 | $6,679,000 | -21.2% | 46,428 | +12.7% | 3.70% | -11.4% |
| Q4 2019 | $8,475,000 | +8.5% | 41,180 | +1.8% | 4.17% | +2.3% |
| Q3 2019 | $7,813,000 | -34.9% | 40,435 | -34.5% | 4.08% | -32.5% |
| Q2 2019 | $11,995,000 | -13.3% | 61,745 | -15.5% | 6.05% | -15.3% |
| Q1 2019 | $13,834,000 | -84.7% | 73,042 | +34.2% | 7.14% | +44.2% |
| Q4 2018 | $90,389,000 | +326.4% | 54,431 | -48.3% | 4.95% | -50.2% |
| Q3 2018 | $21,197,000 | +3.3% | 105,306 | -0.1% | 9.95% | +2.7% |
| Q2 2018 | $20,523,000 | +3.1% | 105,367 | -0.8% | 9.69% | +3.2% |
| Q1 2018 | $19,915,000 | -1.2% | 106,172 | -0.0% | 9.39% | -0.9% |
| Q4 2017 | $20,154,000 | +17.6% | 106,199 | +10.9% | 9.47% | +14.1% |
| Q3 2017 | $17,131,000 | +18.0% | 95,757 | +14.7% | 8.30% | +552.0% |
| Q2 2017 | $14,517,000 | +4.9% | 83,453 | +3.3% | 1.27% | -84.2% |
| Q1 2017 | $13,834,000 | +6.4% | 80,795 | +2.7% | 8.04% | -0.9% |
| Q4 2016 | $13,006,000 | -9.5% | 78,659 | -16.0% | 8.12% | -23.4% |
| Q3 2016 | $14,375,000 | +14.9% | 93,656 | +11.8% | 10.60% | +6.7% |
| Q2 2016 | $12,512,000 | -7.5% | 83,751 | -10.7% | 9.93% | -15.2% |
| Q1 2016 | $13,524,000 | – | 93,793 | – | 11.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |