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 | $3,606,400 | -7.5% | 14,463 | -3.0% | 1.11% | -5.5% |
| Q2 2023 | $3,898,404 | -46.1% | 14,909 | -70.3% | 1.17% | -77.3% |
| Q1 2020 | $7,232,000 | -41.6% | 50,271 | -16.4% | 5.17% | -21.6% |
| Q4 2019 | $12,383,000 | +6.5% | 60,165 | 0.0% | 6.60% | +4.4% |
| Q3 2019 | $11,626,000 | -0.5% | 60,165 | 0.0% | 6.32% | +17.8% |
| Q2 2019 | $11,688,000 | +2.6% | 60,165 | 0.0% | 5.37% | -24.0% |
| Q1 2019 | $11,395,000 | +14.1% | 60,165 | 0.0% | 7.06% | +19.8% |
| Q4 2018 | $9,991,000 | – | 60,165 | – | 5.89% | – |
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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% |