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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,162,000 | +13.4% | 4,466 | +0.2% | 0.40% | +11.3% |
| Q4 2020 | $1,025,000 | +22.6% | 4,459 | -1.2% | 0.36% | -4.7% |
| Q3 2020 | $836,000 | -99.9% | 4,514 | -0.0% | 0.38% | -0.3% |
| Q2 2020 | $802,743,000 | +378552.4% | 4,515 | +206.1% | 0.38% | +79.8% |
| Q1 2020 | $212,000 | -88.4% | 1,475 | -83.3% | 0.21% | -80.2% |
| Q4 2019 | $1,820,000 | +1.3% | 8,853 | -4.8% | 1.08% | +12.8% |
| Q3 2019 | $1,796,000 | -99.9% | 9,295 | +0.9% | 0.95% | +19.0% |
| Q2 2019 | $1,789,097,000 | – | 9,209 | – | 0.80% | – |
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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% |