ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $280,000 | +4.5% | 1,509 | 0.0% | 0.09% | -8.7% |
| Q2 2020 | $268,000 | +23.5% | 1,509 | 0.0% | 0.10% | -1.0% |
| Q1 2020 | $217,000 | -30.2% | 1,509 | 0.0% | 0.10% | -9.6% |
| Q4 2019 | $311,000 | +6.5% | 1,509 | 0.0% | 0.12% | +0.9% |
| Q3 2019 | $292,000 | -0.3% | 1,509 | 0.0% | 0.11% | -0.9% |
| Q2 2019 | $293,000 | +2.4% | 1,509 | 0.0% | 0.12% | -10.2% |
| Q1 2019 | $286,000 | +13.9% | 1,509 | 0.0% | 0.13% | -5.2% |
| Q4 2018 | $251,000 | -17.4% | 1,509 | 0.0% | 0.14% | -10.6% |
| Q3 2018 | $304,000 | +11.4% | 1,509 | +7.7% | 0.15% | +10.2% |
| Q2 2018 | $273,000 | +3.8% | 1,401 | 0.0% | 0.14% | 0.0% |
| Q1 2018 | $263,000 | -23.1% | 1,401 | -22.2% | 0.14% | -24.7% |
| Q4 2017 | $342,000 | +6.2% | 1,801 | 0.0% | 0.18% | +3.4% |
| Q3 2017 | $322,000 | +2.9% | 1,801 | 0.0% | 0.18% | +3.5% |
| Q2 2017 | $313,000 | +1.6% | 1,801 | 0.0% | 0.17% | -1.2% |
| Q1 2017 | $308,000 | +0.7% | 1,801 | -2.8% | 0.17% | -11.3% |
| Q4 2016 | $306,000 | +5.2% | 1,853 | -1.6% | 0.19% | +3.2% |
| Q3 2016 | $291,000 | +3.6% | 1,884 | 0.0% | 0.19% | +3.9% |
| Q2 2016 | $281,000 | 0.0% | 1,884 | -3.4% | 0.18% | -2.7% |
| Q1 2016 | $281,000 | -5.7% | 1,950 | -9.0% | 0.19% | -3.1% |
| Q4 2015 | $298,000 | +2.1% | 2,144 | 0.0% | 0.19% | -6.8% |
| Q3 2015 | $292,000 | -38.3% | 2,144 | -32.2% | 0.21% | -35.8% |
| Q2 2015 | $473,000 | -9.7% | 3,160 | -8.4% | 0.32% | -27.9% |
| Q1 2015 | $524,000 | +4.0% | 3,448 | -1.0% | 0.44% | +12.4% |
| Q4 2014 | $504,000 | +1.8% | 3,483 | -3.8% | 0.40% | -6.4% |
| Q3 2014 | $495,000 | -25.5% | 3,619 | -22.0% | 0.42% | -24.9% |
| Q2 2014 | $664,000 | -38.1% | 4,639 | -40.6% | 0.56% | -36.6% |
| Q1 2014 | $1,073,000 | +0.3% | 7,812 | -2.3% | 0.89% | -7.3% |
| Q4 2013 | $1,070,000 | – | 7,997 | – | 0.96% | – |
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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% |