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 2022 | $628,000 | -3.1% | 2,864 | 0.0% | 0.21% | +6.2% |
| Q2 2022 | $648,000 | -15.7% | 2,864 | 0.0% | 0.20% | -2.0% |
| Q1 2022 | $769,000 | -5.2% | 2,864 | 0.0% | 0.20% | -2.5% |
| Q4 2021 | $811,000 | +7.6% | 2,864 | 0.0% | 0.20% | +1.0% |
| Q3 2021 | $754,000 | -2.1% | 2,864 | 0.0% | 0.20% | -0.5% |
| Q2 2021 | $770,000 | +3.2% | 2,864 | 0.0% | 0.20% | -2.4% |
| Q1 2021 | $746,000 | +13.4% | 2,864 | 0.0% | 0.21% | +7.2% |
| Q4 2020 | $658,000 | +23.9% | 2,864 | 0.0% | 0.19% | +9.0% |
| Q3 2020 | $531,000 | +4.3% | 2,864 | 0.0% | 0.18% | -7.3% |
| Q2 2020 | $509,000 | +23.5% | 2,864 | 0.0% | 0.19% | -5.4% |
| Q1 2020 | $412,000 | -30.2% | 2,864 | 0.0% | 0.20% | -15.8% |
| Q4 2019 | $590,000 | +6.7% | 2,864 | 0.0% | 0.24% | -1.2% |
| Q3 2019 | $553,000 | -0.5% | 2,864 | 0.0% | 0.24% | +0.4% |
| Q2 2019 | $556,000 | +2.4% | 2,864 | 0.0% | 0.24% | +2.5% |
| Q1 2019 | $543,000 | +14.1% | 2,864 | 0.0% | 0.24% | +1.7% |
| Q4 2018 | $476,000 | -17.8% | 2,864 | 0.0% | 0.23% | -4.9% |
| Q3 2018 | $579,000 | +3.4% | 2,864 | 0.0% | 0.24% | +3.8% |
| Q2 2018 | $560,000 | +4.3% | 2,864 | 0.0% | 0.24% | +2.2% |
| Q1 2018 | $537,000 | -1.3% | 2,864 | 0.0% | 0.23% | -0.9% |
| Q4 2017 | $544,000 | +6.2% | 2,864 | 0.0% | 0.23% | +1.7% |
| Q3 2017 | $512,000 | +2.8% | 2,864 | 0.0% | 0.23% | 0.0% |
| Q2 2017 | $498,000 | +1.6% | 2,864 | 0.0% | 0.23% | +6.5% |
| Q1 2017 | $490,000 | – | 2,864 | – | 0.22% | – |
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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% |