ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,327 | -3.1% | 1,232 | +1.5% | 0.06% | -4.7% |
| Q2 2023 | $317,310 | -18.9% | 1,214 | -22.3% | 0.06% | -21.0% |
| Q1 2023 | $391,077 | +5.4% | 1,563 | +1.9% | 0.08% | +2.5% |
| Q4 2022 | $371,169 | -11.0% | 1,534 | -19.3% | 0.08% | -24.8% |
| Q3 2022 | $417,000 | -13.3% | 1,902 | -10.5% | 0.10% | -7.1% |
| Q2 2022 | $481,000 | -10.4% | 2,125 | +6.2% | 0.11% | +6.6% |
| Q1 2022 | $537,000 | -12.4% | 2,000 | -7.7% | 0.11% | -7.8% |
| Q4 2021 | $613,000 | +14.8% | 2,167 | +6.7% | 0.12% | +5.5% |
| Q3 2021 | $534,000 | -4.5% | 2,031 | -2.4% | 0.11% | -4.4% |
| Q2 2021 | $559,000 | +8.8% | 2,081 | +5.4% | 0.11% | +2.7% |
| Q1 2021 | $514,000 | +3.4% | 1,974 | -8.7% | 0.11% | -9.8% |
| Q4 2020 | $497,000 | – | 2,163 | +7.1% | 0.12% | – |
| Q3 2020 | $0 | -100.0% | 2,020 | +1.5% | 0.00% | -100.0% |
| Q2 2020 | $354,000 | -53.4% | 1,990 | -62.3% | 0.10% | -61.5% |
| Q1 2020 | $760,000 | +8.1% | 5,285 | +54.6% | 0.27% | +35.8% |
| Q4 2019 | $703,000 | +21.4% | 3,418 | +13.4% | 0.20% | -13.0% |
| Q3 2019 | $579,000 | – | 3,015 | – | 0.23% | – |
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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% |