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 | $586,293 | -4.9% | 2,377 | +0.8% | 0.30% | -0.7% |
| Q2 2023 | $616,795 | +5.5% | 2,359 | +0.9% | 0.31% | +1.0% |
| Q1 2023 | $584,684 | +1.8% | 2,337 | -1.6% | 0.30% | -4.1% |
| Q4 2022 | $574,259 | +6.1% | 2,374 | -3.8% | 0.32% | -20.9% |
| Q3 2022 | $541,000 | -1.1% | 2,468 | +2.1% | 0.40% | +12.3% |
| Q2 2022 | $547,000 | -14.0% | 2,418 | +2.0% | 0.36% | +6.6% |
| Q1 2022 | $636,000 | -5.1% | 2,370 | +0.0% | 0.34% | -5.6% |
| Q4 2021 | $670,000 | -15.8% | 2,369 | -21.7% | 0.36% | -25.9% |
| Q3 2021 | $796,000 | +8.0% | 3,025 | +10.3% | 0.48% | +0.2% |
| Q2 2021 | $737,000 | +71.4% | 2,742 | +65.9% | 0.48% | +57.2% |
| Q1 2021 | $430,000 | -6.5% | 1,653 | -17.5% | 0.30% | -9.0% |
| Q4 2020 | $460,000 | +37.3% | 2,003 | +10.8% | 0.33% | +26.0% |
| Q3 2020 | $335,000 | +2.4% | 1,807 | -1.8% | 0.26% | -4.3% |
| Q2 2020 | $327,000 | +24.8% | 1,840 | +0.9% | 0.28% | 0.0% |
| Q1 2020 | $262,000 | -61.6% | 1,823 | -45.0% | 0.28% | -53.1% |
| Q4 2019 | $682,000 | -7.7% | 3,312 | -13.3% | 0.59% | -15.6% |
| Q3 2019 | $739,000 | -1.6% | 3,822 | -1.5% | 0.70% | +1.6% |
| Q2 2019 | $751,000 | +0.9% | 3,882 | -1.2% | 0.69% | +6.5% |
| Q1 2019 | $744,000 | +6.1% | 3,928 | -6.9% | 0.65% | -2.1% |
| Q4 2018 | $701,000 | -21.4% | 4,219 | -4.8% | 0.66% | -5.4% |
| Q3 2018 | $892,000 | -4.1% | 4,433 | -7.2% | 0.70% | -7.7% |
| Q2 2018 | $930,000 | +2.5% | 4,776 | -1.2% | 0.76% | -0.4% |
| Q1 2018 | $907,000 | -7.1% | 4,833 | -6.0% | 0.76% | -9.1% |
| Q4 2017 | $976,000 | – | 5,142 | – | 0.84% | – |
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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% |