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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $380,000 | +7.3% | 1,345 | 0.0% | 0.18% | -0.5% |
| Q3 2021 | $354,000 | -6.3% | 1,345 | -4.6% | 0.18% | -1.1% |
| Q2 2021 | $378,000 | -99.9% | 1,410 | -10.6% | 0.19% | +0.5% |
| Q1 2021 | $410,462,000 | +104078.2% | 1,577 | -8.0% | 0.19% | -13.5% |
| Q4 2020 | $394,000 | +24.3% | 1,715 | 0.0% | 0.22% | +12.0% |
| Q3 2020 | $317,000 | -0.3% | 1,715 | -4.2% | 0.19% | -5.0% |
| Q2 2020 | $318,000 | +1.6% | 1,790 | -18.0% | 0.20% | -16.9% |
| Q1 2020 | $313,000 | -100.0% | 2,182 | -45.6% | 0.24% | -46.1% |
| Q4 2019 | $826,240,000 | +102794.1% | 4,014 | -5.2% | 0.45% | -7.6% |
| Q3 2019 | $803,000 | -5.2% | 4,236 | -2.9% | 0.49% | +1.0% |
| Q2 2019 | $847,000 | +4.4% | 4,361 | +2.9% | 0.48% | +4.5% |
| Q1 2019 | $811,000 | +58.4% | 4,239 | +37.3% | 0.46% | +35.1% |
| Q4 2018 | $512,000 | – | 3,087 | – | 0.34% | – |
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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% |