ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,436 | -29.7% | 98 | -26.3% | 0.01% | -33.3% |
| Q2 2023 | $34,777 | +4.5% | 133 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $33,271 | +3.4% | 133 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $32,171 | +10.9% | 133 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $29,000 | -3.3% | 133 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $30,000 | -75.6% | 133 | -71.0% | 0.01% | -74.3% |
| Q1 2022 | $123,000 | +223.7% | 458 | +244.4% | 0.04% | +191.7% |
| Q4 2021 | $38,000 | +22.6% | 133 | +11.8% | 0.01% | +20.0% |
| Q3 2021 | $31,000 | +63.2% | 119 | +70.0% | 0.01% | +42.9% |
| Q2 2021 | $19,000 | +850.0% | 70 | +1066.7% | 0.01% | +600.0% |
| Q1 2021 | $2,000 | +100.0% | 6 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | – | 6 | – | 0.00% | – |
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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% |