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 2023 | $293,702 | -10.0% | 1,208 | -1.6% | 0.07% | -4.0% |
| Q2 2023 | $326,320 | -12.8% | 1,228 | -20.4% | 0.08% | -11.8% |
| Q1 2023 | $374,294 | +10.6% | 1,543 | +10.3% | 0.08% | +14.9% |
| Q4 2022 | $338,404 | +13.9% | 1,399 | +3.2% | 0.07% | +5.7% |
| Q3 2022 | $297,000 | -2.0% | 1,355 | +0.9% | 0.07% | +2.9% |
| Q2 2022 | $303,000 | -14.4% | 1,343 | +2.1% | 0.07% | -1.4% |
| Q1 2022 | $354,000 | -4.8% | 1,316 | 0.0% | 0.07% | -2.8% |
| Q4 2021 | $372,000 | +8.8% | 1,316 | +1.2% | 0.07% | +7.6% |
| Q3 2021 | $342,000 | +470.0% | 1,300 | +477.8% | 0.07% | +450.0% |
| Q2 2021 | $60,000 | +1.7% | 225 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $59,000 | +7.3% | 225 | -24.2% | 0.01% | 0.0% |
| Q3 2020 | $55,000 | +1.9% | 297 | -2.9% | 0.01% | -7.1% |
| Q2 2020 | $54,000 | +14.9% | 306 | -6.4% | 0.01% | +7.7% |
| Q1 2020 | $47,000 | -34.7% | 327 | -7.1% | 0.01% | -23.5% |
| Q4 2019 | $72,000 | – | 352 | – | 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% |