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 | $4,715,158 | -5.0% | 18,910 | -0.4% | 2.25% | +0.9% |
| Q2 2023 | $4,964,820 | +4.7% | 18,990 | +0.2% | 2.23% | -1.4% |
| Q1 2023 | $4,740,481 | +2.1% | 18,950 | -1.3% | 2.26% | -3.6% |
| Q4 2022 | $4,644,964 | +7.5% | 19,203 | -2.5% | 2.35% | +4.1% |
| Q3 2022 | $4,320,000 | +4.4% | 19,703 | +7.7% | 2.25% | +10.7% |
| Q2 2022 | $4,139,000 | -10.0% | 18,297 | +6.7% | 2.04% | +6.5% |
| Q1 2022 | $4,601,000 | -7.4% | 17,147 | -2.3% | 1.91% | -2.3% |
| Q4 2021 | $4,969,000 | +10.4% | 17,552 | +2.6% | 1.96% | -2.8% |
| Q3 2021 | $4,501,000 | -1.6% | 17,109 | +0.6% | 2.01% | -7.5% |
| Q2 2021 | $4,572,000 | +4.8% | 17,013 | +1.5% | 2.18% | -9.6% |
| Q1 2021 | $4,363,000 | +12.0% | 16,761 | -1.1% | 2.40% | +12.3% |
| Q4 2020 | $3,895,000 | +24.9% | 16,947 | +2.0% | 2.14% | +7.4% |
| Q3 2020 | $3,119,000 | +8.3% | 16,611 | +2.5% | 1.99% | -0.9% |
| Q2 2020 | $2,881,000 | +59.8% | 16,199 | +30.7% | 2.01% | +42.7% |
| Q1 2020 | $1,803,000 | +2.9% | 12,398 | +45.7% | 1.41% | +33.6% |
| Q4 2019 | $1,752,000 | +33.3% | 8,511 | +25.1% | 1.06% | +21.1% |
| Q3 2019 | $1,314,000 | +49.3% | 6,801 | +50.2% | 0.87% | +47.6% |
| Q2 2019 | $880,000 | +1.9% | 4,528 | -0.8% | 0.59% | -7.8% |
| Q1 2019 | $864,000 | -23.2% | 4,563 | -32.6% | 0.64% | -36.1% |
| Q4 2018 | $1,125,000 | -39.4% | 6,773 | -26.5% | 1.00% | -22.0% |
| Q3 2018 | $1,855,000 | +1.3% | 9,214 | -2.0% | 1.28% | -6.7% |
| Q2 2018 | $1,831,000 | +2.6% | 9,402 | -1.2% | 1.38% | -2.1% |
| Q1 2018 | $1,784,000 | -0.7% | 9,512 | +0.5% | 1.41% | +10.2% |
| Q4 2017 | $1,796,000 | – | 9,461 | – | 1.28% | – |
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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% |