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 2021 | $1,403,000 | -2.2% | 5,333 | -0.1% | 0.41% | -2.6% |
| Q2 2021 | $1,435,000 | +2.3% | 5,340 | -1.0% | 0.42% | -7.0% |
| Q1 2021 | $1,403,000 | +6.6% | 5,392 | -0.2% | 0.46% | -40.1% |
| Q4 2020 | $1,316,000 | +30.3% | 5,401 | -0.9% | 0.76% | +6.6% |
| Q3 2020 | $1,010,000 | +0.7% | 5,451 | -3.4% | 0.72% | -5.2% |
| Q2 2020 | $1,003,000 | +20.8% | 5,641 | -2.3% | 0.76% | +36.5% |
| Q1 2020 | $830,000 | -44.6% | 5,771 | -20.7% | 0.55% | -40.5% |
| Q4 2019 | $1,497,000 | +6.4% | 7,274 | -0.2% | 0.93% | -1.2% |
| Q3 2019 | $1,407,000 | -6.0% | 7,286 | -5.5% | 0.94% | -9.7% |
| Q2 2019 | $1,497,000 | +2.5% | 7,711 | 0.0% | 1.04% | -4.8% |
| Q1 2019 | $1,460,000 | +13.6% | 7,711 | -0.4% | 1.09% | -6.4% |
| Q4 2018 | $1,285,000 | – | 7,743 | – | 1.17% | – |
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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% |