ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,718,559 | +1261.3% | 6,892 | +1326.9% | 0.60% | +1200.0% |
| Q2 2023 | $126,241 | +4.5% | 483 | 0.0% | 0.05% | +12.2% |
| Q1 2023 | $120,763 | -80.4% | 483 | -88.7% | 0.04% | -88.6% |
| Q1 2020 | $617,000 | -61.6% | 4,290 | -48.4% | 0.36% | -55.0% |
| Q3 2019 | $1,606,000 | -54.0% | 8,311 | -53.7% | 0.80% | -56.1% |
| Q2 2019 | $3,489,000 | +77.7% | 17,960 | +73.3% | 1.82% | +78.4% |
| Q1 2019 | $1,963,000 | -34.8% | 10,366 | -42.9% | 1.02% | -46.3% |
| Q4 2018 | $3,012,000 | -44.1% | 18,139 | -32.3% | 1.90% | -38.5% |
| Q3 2018 | $5,392,000 | +8.3% | 26,788 | +4.8% | 3.09% | -2.5% |
| Q2 2018 | $4,981,000 | +5.9% | 25,573 | +2.0% | 3.17% | +3.8% |
| Q1 2018 | $4,705,000 | +8.8% | 25,083 | +10.1% | 3.06% | +4.5% |
| Q4 2017 | $4,323,000 | +5.2% | 22,778 | -0.8% | 2.93% | 0.0% |
| Q3 2017 | $4,108,000 | -1.4% | 22,964 | -4.1% | 2.93% | -2.2% |
| Q2 2017 | $4,165,000 | -26.6% | 23,945 | -27.8% | 2.99% | -29.6% |
| Q1 2017 | $5,677,000 | +24.8% | 33,154 | +20.5% | 4.25% | +11.2% |
| Q4 2016 | $4,549,000 | – | 27,515 | – | 3.82% | – |
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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% |