ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,378 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,883,215 | -5.3% | 31,615 | -0.7% | 2.03% | -0.6% |
| Q2 2023 | $8,328,705 | +4.4% | 31,852 | -0.1% | 2.04% | -0.9% |
| Q1 2023 | $7,976,419 | +3.6% | 31,885 | +0.2% | 2.06% | -1.8% |
| Q4 2022 | $7,698,878 | +11.1% | 31,828 | +0.7% | 2.10% | +9.1% |
| Q3 2022 | $6,932,000 | -0.7% | 31,615 | +2.5% | 1.92% | +2.6% |
| Q2 2022 | $6,979,000 | -13.1% | 30,851 | +3.1% | 1.87% | -1.1% |
| Q1 2022 | $8,030,000 | -3.7% | 29,927 | +1.6% | 1.89% | -1.1% |
| Q4 2021 | $8,341,000 | +7.8% | 29,467 | +0.2% | 1.92% | -2.0% |
| Q3 2021 | $7,737,000 | -0.1% | 29,413 | +2.1% | 1.96% | -1.0% |
| Q2 2021 | $7,743,000 | +8.5% | 28,814 | +5.1% | 1.98% | -0.6% |
| Q1 2021 | $7,134,000 | +42.3% | 27,409 | +25.6% | 1.99% | +30.5% |
| Q4 2020 | $5,014,000 | +43.3% | 21,815 | +15.5% | 1.52% | +23.8% |
| Q3 2020 | $3,499,000 | +6.8% | 18,882 | +1.7% | 1.23% | 0.0% |
| Q2 2020 | $3,277,000 | +31.3% | 18,572 | +0.8% | 1.23% | +3.7% |
| Q1 2020 | $2,496,000 | -38.0% | 18,430 | -5.6% | 1.18% | -11.8% |
| Q4 2019 | $4,025,000 | +15.3% | 19,529 | +6.0% | 1.34% | +6.1% |
| Q3 2019 | $3,491,000 | +6.2% | 18,415 | +9.1% | 1.27% | +3.1% |
| Q2 2019 | $3,288,000 | +9.3% | 16,880 | +7.7% | 1.23% | +0.9% |
| Q1 2019 | $3,007,000 | +4.1% | 15,667 | -9.5% | 1.22% | -7.6% |
| Q4 2018 | $2,889,000 | – | 17,305 | – | 1.32% | – |
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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% |