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 2023 | $606,819 | -4.6% | 2,434 | 0.0% | 0.03% | -5.9% |
| Q2 2023 | $636,339 | +4.5% | 2,434 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $608,790 | +3.4% | 2,434 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $588,664 | +10.2% | 2,434 | 0.0% | 0.04% | -2.8% |
| Q3 2022 | $534,000 | +1.3% | 2,434 | +4.5% | 0.04% | +9.1% |
| Q2 2022 | $527,000 | -6.1% | 2,329 | +11.4% | 0.03% | -8.3% |
| Q1 2022 | $561,000 | -5.9% | 2,090 | -0.8% | 0.04% | -5.3% |
| Q4 2021 | $596,000 | +7.6% | 2,106 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $554,000 | +0.9% | 2,106 | +3.1% | 0.04% | -11.6% |
| Q2 2021 | $549,000 | +15.3% | 2,043 | +11.8% | 0.04% | -59.0% |
| Q1 2021 | $476,000 | +13.3% | 1,827 | 0.0% | 0.10% | +1.9% |
| Q4 2020 | $420,000 | +23.9% | 1,827 | 0.0% | 0.10% | 0.0% |
| Q3 2020 | $339,000 | 0.0% | 1,827 | -4.2% | 0.10% | +1.0% |
| Q2 2020 | $339,000 | +21.9% | 1,907 | -1.4% | 0.10% | -5.6% |
| Q1 2020 | $278,000 | -74.4% | 1,935 | -63.3% | 0.11% | -67.5% |
| Q4 2019 | $1,085,000 | +7.0% | 5,273 | +0.5% | 0.33% | -14.2% |
| Q3 2019 | $1,014,000 | -0.6% | 5,249 | 0.0% | 0.39% | -4.2% |
| Q2 2019 | $1,020,000 | +2.6% | 5,249 | 0.0% | 0.40% | +7.4% |
| Q1 2019 | $994,000 | +14.0% | 5,249 | 0.0% | 0.38% | -5.1% |
| Q4 2018 | $872,000 | -17.5% | 5,249 | 0.0% | 0.40% | -4.8% |
| Q3 2018 | $1,057,000 | +3.4% | 5,249 | 0.0% | 0.42% | +2.0% |
| Q2 2018 | $1,022,000 | +4.0% | 5,249 | 0.0% | 0.41% | +29.9% |
| Q1 2018 | $983,000 | -1.3% | 5,249 | 0.0% | 0.31% | -3.4% |
| Q4 2017 | $996,000 | +3.3% | 5,249 | -2.7% | 0.32% | +14.0% |
| Q3 2017 | $964,000 | +2.8% | 5,395 | 0.0% | 0.28% | +2.2% |
| Q2 2017 | $938,000 | +1.5% | 5,395 | 0.0% | 0.28% | +3.3% |
| Q1 2017 | $924,000 | +12.3% | 5,395 | +8.5% | 0.27% | +15.4% |
| Q4 2016 | $823,000 | +95.5% | 4,974 | +64.4% | 0.23% | -53.5% |
| Q4 2015 | $421,000 | +1.9% | 3,025 | 0.0% | 0.50% | +34.5% |
| Q3 2015 | $413,000 | -9.0% | 3,025 | 0.0% | 0.37% | -11.2% |
| Q2 2015 | $454,000 | – | 3,025 | – | 0.42% | – |
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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% |