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 | $616,000 | -2.2% | 2,343 | 0.0% | 0.24% | -4.4% |
| Q2 2021 | $630,000 | +2.4% | 2,343 | -0.8% | 0.25% | -2.3% |
| Q1 2021 | $615,000 | +19.2% | 2,363 | +5.3% | 0.26% | +16.2% |
| Q4 2020 | $516,000 | +24.0% | 2,245 | 0.0% | 0.22% | +8.3% |
| Q3 2020 | $416,000 | -3.0% | 2,245 | -7.0% | 0.20% | -13.5% |
| Q2 2020 | $429,000 | +18.2% | 2,415 | -4.4% | 0.24% | -4.8% |
| Q1 2020 | $363,000 | -25.6% | 2,525 | +6.6% | 0.25% | -6.4% |
| Q4 2019 | $488,000 | +1.0% | 2,369 | -5.3% | 0.27% | -11.9% |
| Q3 2019 | $483,000 | +0.4% | 2,502 | +1.0% | 0.30% | +5.2% |
| Q2 2019 | $481,000 | +2.6% | 2,477 | 0.0% | 0.29% | +2.5% |
| Q1 2019 | $469,000 | +14.1% | 2,477 | 0.0% | 0.28% | -1.1% |
| Q4 2018 | $411,000 | -17.3% | 2,477 | +0.3% | 0.28% | -8.4% |
| Q3 2018 | $497,000 | +3.3% | 2,470 | 0.0% | 0.31% | -2.2% |
| Q2 2018 | $481,000 | +3.9% | 2,470 | 0.0% | 0.32% | -2.2% |
| Q1 2018 | $463,000 | -4.1% | 2,470 | -3.0% | 0.32% | +6.2% |
| Q4 2017 | $483,000 | -10.7% | 2,547 | -15.8% | 0.30% | -14.1% |
| Q3 2017 | $541,000 | +2.9% | 3,025 | 0.0% | 0.35% | -2.7% |
| Q2 2017 | $526,000 | -2.2% | 3,025 | -3.7% | 0.36% | -6.9% |
| Q1 2017 | $538,000 | -0.2% | 3,140 | -3.7% | 0.39% | +0.3% |
| Q4 2016 | $539,000 | +6.7% | 3,261 | 0.0% | 0.39% | +3.4% |
| Q3 2016 | $505,000 | +26.9% | 3,261 | +22.4% | 0.38% | +15.6% |
| Q2 2016 | $398,000 | +3.6% | 2,664 | 0.0% | 0.33% | -0.3% |
| Q1 2016 | $384,000 | +3.5% | 2,664 | 0.0% | 0.33% | +3.8% |
| Q4 2015 | $371,000 | – | 2,664 | – | 0.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |