ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,378 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $379,228,000 | +13.2% | 1,457 | 0.0% | 0.07% | -5.1% |
| Q4 2020 | $334,862,000 | +24.0% | 1,457 | 0.0% | 0.08% | +1.3% |
| Q3 2020 | $269,997,000 | +1.4% | 1,457 | -2.7% | 0.08% | -14.4% |
| Q2 2020 | $266,197,000 | +16.3% | 1,497 | -5.9% | 0.09% | -6.2% |
| Q1 2020 | $228,881,000 | -25.7% | 1,591 | +6.3% | 0.10% | -2.0% |
| Q4 2019 | $308,113,000 | +37.2% | 1,497 | +28.8% | 0.10% | +25.6% |
| Q3 2019 | $224,533,000 | -24.6% | 1,162 | -24.2% | 0.08% | -27.8% |
| Q2 2019 | $297,607,000 | -0.0% | 1,532 | -2.5% | 0.11% | +5.9% |
| Q1 2019 | $297,737,000 | +14.1% | 1,572 | 0.0% | 0.10% | +2.0% |
| Q4 2018 | $261,046,000 | – | 1,572 | – | 0.10% | – |
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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% |