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 2020 | $424,000 | -87.7% | 2,290 | -88.2% | 0.61% | -86.1% |
| Q2 2020 | $3,461,000 | +8.6% | 19,466 | -12.1% | 4.37% | +2.2% |
| Q1 2020 | $3,186,000 | -32.7% | 22,149 | -3.7% | 4.28% | +6.1% |
| Q4 2019 | $4,733,000 | +6.2% | 22,994 | -0.3% | 4.03% | -13.0% |
| Q3 2019 | $4,458,000 | +2.4% | 23,070 | -16.4% | 4.63% | +19.3% |
| Q2 2019 | $4,354,000 | +0.2% | 27,610 | +20.4% | 3.88% | -11.5% |
| Q1 2019 | $4,344,000 | -28.4% | 22,934 | -37.3% | 4.39% | -38.9% |
| Q4 2018 | $6,071,000 | – | 36,561 | – | 7.19% | – |
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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% |