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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $266,805 | +12.6% | 1,103 | +1.9% | 0.02% | +4.8% |
| Q3 2022 | $237,000 | -0.8% | 1,082 | +2.4% | 0.02% | 0.0% |
| Q2 2022 | $239,000 | -15.8% | 1,057 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $284,000 | -11.2% | 1,057 | -6.6% | 0.02% | -8.3% |
| Q4 2021 | $320,000 | +7.4% | 1,132 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $298,000 | -2.0% | 1,132 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $304,000 | +3.1% | 1,132 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $295,000 | -46.8% | 1,132 | -50.0% | 0.03% | +4.0% |
| Q4 2020 | $555,000 | +164.3% | 2,264 | +100.0% | 0.02% | +19.0% |
| Q3 2020 | $210,000 | +1.0% | 1,132 | -3.2% | 0.02% | -4.5% |
| Q2 2020 | $208,000 | +23.8% | 1,169 | +0.1% | 0.02% | 0.0% |
| Q1 2020 | $168,000 | -30.3% | 1,168 | -0.1% | 0.02% | -18.5% |
| Q4 2019 | $241,000 | +8.6% | 1,169 | +1.7% | 0.03% | 0.0% |
| Q3 2019 | $222,000 | -8.3% | 1,149 | -7.7% | 0.03% | -6.9% |
| Q2 2019 | $242,000 | +13.1% | 1,245 | +10.0% | 0.03% | +16.0% |
| Q1 2019 | $214,000 | +13.8% | 1,132 | 0.0% | 0.02% | +4.2% |
| Q4 2018 | $188,000 | +1153.3% | 1,132 | +1332.9% | 0.02% | +1100.0% |
| Q1 2018 | $15,000 | -99.6% | 79 | -99.7% | 0.00% | -99.6% |
| Q1 2017 | $4,245,000 | +2603.8% | 24,791 | +2504.1% | 0.55% | +2187.5% |
| Q4 2016 | $157,000 | -4.3% | 952 | -10.0% | 0.02% | -4.0% |
| Q3 2016 | $164,000 | -20.4% | 1,058 | -23.3% | 0.02% | -21.9% |
| Q2 2016 | $206,000 | +34.6% | 1,380 | +30.4% | 0.03% | +28.0% |
| Q1 2016 | $153,000 | – | 1,058 | – | 0.02% | – |
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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% |