ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,158 | -4.6% | 911 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $238,208 | +4.5% | 911 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $227,896 | +3.4% | 911 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $220,362 | +10.2% | 911 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $200,000 | -2.9% | 911 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $206,000 | -15.6% | 911 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $244,000 | -5.4% | 911 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $258,000 | +7.5% | 911 | 0.0% | 0.01% | +14.3% |
| Q3 2021 | $240,000 | -2.0% | 911 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $245,000 | +3.4% | 911 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $237,000 | +13.4% | 911 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $209,000 | +23.7% | 911 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $169,000 | +1.8% | 911 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $166,000 | +773.7% | 911 | +678.6% | 0.01% | +700.0% |
| Q1 2020 | $19,000 | -89.8% | 117 | -87.2% | 0.00% | -88.9% |
| Q4 2019 | $187,000 | +96.8% | 911 | +85.9% | 0.01% | +80.0% |
| Q3 2019 | $95,000 | 0.0% | 490 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $95,000 | +295.8% | 490 | +292.0% | 0.01% | +400.0% |
| Q1 2019 | $24,000 | -4.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $25,000 | +4.2% | 125 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $24,000 | +4.3% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $23,000 | – | 125 | – | 0.00% | – |
Download | ||||||
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% |