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 | $1,990,369 | +7.3% | 7,982 | +12.6% | 0.82% | +7.4% |
| Q2 2023 | $1,854,215 | +5.4% | 7,091 | +0.8% | 0.77% | -1.4% |
| Q1 2023 | $1,759,816 | +6.9% | 7,035 | +3.4% | 0.78% | -0.9% |
| Q4 2022 | $1,646,339 | +12.9% | 6,806 | +2.3% | 0.78% | +4.1% |
| Q3 2022 | $1,458,000 | +6.3% | 6,650 | +9.7% | 0.75% | +10.9% |
| Q2 2022 | $1,371,000 | -14.0% | 6,062 | +2.1% | 0.68% | +0.9% |
| Q1 2022 | $1,594,000 | -1.7% | 5,939 | +3.7% | 0.67% | -0.7% |
| Q4 2021 | $1,621,000 | +13.7% | 5,726 | +5.6% | 0.68% | +3.0% |
| Q3 2021 | $1,426,000 | +4.0% | 5,422 | +5.5% | 0.66% | +3.1% |
| Q2 2021 | $1,371,000 | +57.2% | 5,137 | +53.3% | 0.64% | +43.0% |
| Q1 2021 | $872,000 | +22.1% | 3,352 | +7.9% | 0.45% | +14.0% |
| Q4 2020 | $714,000 | +35.7% | 3,107 | +9.5% | 0.39% | +17.4% |
| Q3 2020 | $526,000 | +13.9% | 2,837 | +9.1% | 0.33% | +3.1% |
| Q2 2020 | $462,000 | +10.0% | 2,600 | -11.0% | 0.32% | -11.5% |
| Q1 2020 | $420,000 | -40.8% | 2,920 | -15.8% | 0.37% | -28.7% |
| Q4 2019 | $709,000 | +14.7% | 3,468 | +7.4% | 0.51% | -0.4% |
| Q3 2019 | $618,000 | -1.6% | 3,228 | -0.6% | 0.52% | -3.0% |
| Q2 2019 | $628,000 | +4.7% | 3,248 | +2.5% | 0.53% | -9.1% |
| Q1 2019 | $600,000 | -2.6% | 3,168 | -14.6% | 0.58% | -9.7% |
| Q4 2018 | $616,000 | -1.0% | 3,708 | +8.5% | 0.65% | +11.6% |
| Q3 2018 | $622,000 | +71.8% | 3,418 | +84.1% | 0.58% | +73.7% |
| Q2 2018 | $362,000 | +4.0% | 1,857 | 0.0% | 0.33% | -3.2% |
| Q1 2018 | $348,000 | -12.3% | 1,857 | -11.2% | 0.34% | -19.4% |
| Q4 2017 | $397,000 | – | 2,092 | – | 0.43% | – |
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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% |