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 | $341,613 | -4.6% | 1,370 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $358,227 | -10.2% | 1,370 | -14.1% | 0.05% | -17.5% |
| Q1 2023 | $399,005 | +3.4% | 1,595 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $385,816 | +10.5% | 1,595 | 0.0% | 0.06% | +3.3% |
| Q3 2022 | $349,000 | -18.3% | 1,595 | -15.3% | 0.06% | -12.9% |
| Q2 2022 | $427,000 | -28.2% | 1,884 | -15.1% | 0.07% | -16.7% |
| Q1 2022 | $595,000 | -5.3% | 2,219 | 0.0% | 0.08% | +3.7% |
| Q4 2021 | $628,000 | +7.0% | 2,219 | -0.5% | 0.08% | -2.4% |
| Q3 2021 | $587,000 | -8.3% | 2,230 | -6.5% | 0.08% | -8.8% |
| Q2 2021 | $640,000 | +3.1% | 2,385 | 0.0% | 0.09% | -4.2% |
| Q1 2021 | $621,000 | +13.3% | 2,385 | 0.0% | 0.10% | +6.7% |
| Q4 2020 | $548,000 | -53.4% | 2,385 | -62.4% | 0.09% | -59.4% |
| Q3 2020 | $1,176,000 | +0.5% | 6,348 | -3.5% | 0.22% | -4.4% |
| Q2 2020 | $1,170,000 | +26.9% | 6,577 | +2.6% | 0.23% | -0.4% |
| Q1 2020 | $922,000 | -3.7% | 6,411 | +37.8% | 0.23% | +20.4% |
| Q4 2019 | $957,000 | +12.9% | 4,652 | +6.0% | 0.19% | +4.4% |
| Q3 2019 | $848,000 | +334.9% | 4,389 | +273.9% | 0.18% | +128.8% |
| Q4 2018 | $195,000 | -26.7% | 1,174 | -11.2% | 0.08% | -15.8% |
| Q3 2018 | $266,000 | +3.5% | 1,322 | 0.0% | 0.10% | -2.1% |
| Q2 2018 | $257,000 | +5.8% | 1,322 | +2.2% | 0.10% | +6.6% |
| Q1 2018 | $243,000 | +268.2% | 1,293 | +269.4% | 0.09% | +279.2% |
| Q4 2017 | $66,000 | +4.8% | 350 | 0.0% | 0.02% | +4.3% |
| Q3 2017 | $63,000 | +3.3% | 350 | 0.0% | 0.02% | -4.2% |
| Q2 2017 | $61,000 | -71.5% | 350 | -72.0% | 0.02% | -70.7% |
| Q1 2017 | $214,000 | – | 1,250 | – | 0.08% | – |
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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% |