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 2020 | $214,000 | -30.7% | 1,159 | -33.3% | 0.10% | -22.5% |
| Q2 2020 | $309,000 | +26.6% | 1,738 | +2.4% | 0.13% | +4.0% |
| Q1 2020 | $244,000 | -31.5% | 1,698 | -2.0% | 0.12% | -15.1% |
| Q4 2019 | $356,000 | +3.2% | 1,732 | -2.9% | 0.15% | -3.3% |
| Q3 2019 | $345,000 | +8.5% | 1,784 | +9.0% | 0.15% | +6.3% |
| Q2 2019 | $318,000 | -1.9% | 1,636 | -4.5% | 0.14% | -4.1% |
| Q1 2019 | $324,000 | +6.2% | 1,713 | -6.7% | 0.15% | -7.5% |
| Q4 2018 | $305,000 | -12.9% | 1,836 | +5.4% | 0.16% | -4.8% |
| Q3 2018 | $350,000 | -6.7% | 1,742 | -9.6% | 0.17% | -10.6% |
| Q2 2018 | $375,000 | +3.9% | 1,926 | 0.0% | 0.19% | +1.6% |
| Q1 2018 | $361,000 | – | 1,926 | – | 0.18% | – |
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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% |