ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,674,212 | -2.9% | 10,676 | +1.4% | 0.43% | +5.4% |
| Q2 2023 | $2,753,384 | +9.6% | 10,530 | +4.8% | 0.41% | -11.7% |
| Q1 2023 | $2,513,107 | +3.4% | 10,046 | 0.0% | 0.46% | +4.0% |
| Q4 2022 | $2,430,027 | +324.8% | 10,046 | +284.9% | 0.44% | +253.2% |
| Q3 2022 | $572,000 | -3.1% | 2,610 | 0.0% | 0.13% | +1.6% |
| Q2 2022 | $590,000 | -15.7% | 2,610 | 0.0% | 0.12% | -8.8% |
| Q1 2022 | $700,000 | +55.2% | 2,610 | +19.2% | 0.14% | -52.4% |
| Q4 2019 | $451,000 | +6.6% | 2,189 | 0.0% | 0.29% | -9.5% |
| Q3 2019 | $423,000 | +21.6% | 2,189 | +22.4% | 0.32% | +34.5% |
| Q2 2019 | $348,000 | -48.7% | 1,789 | -50.0% | 0.24% | +6.8% |
| Q1 2019 | $678,000 | +128.3% | 3,578 | +100.0% | 0.22% | -2.2% |
| Q4 2018 | $297,000 | -18.0% | 1,789 | 0.0% | 0.22% | +26.4% |
| Q3 2018 | $362,000 | +2029.4% | 1,789 | +1910.1% | 0.18% | +1269.2% |
| Q2 2018 | $17,000 | 0.0% | 89 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $17,000 | – | 89 | – | 0.01% | – |
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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% |