ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,389 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $607,270 | -3.6% | 10,377 | +0.1% | 0.48% | -6.4% |
| Q1 2024 | $629,874 | +9.6% | 10,370 | +400.0% | 0.51% | +6.7% |
| Q4 2023 | $574,809 | +10.7% | 2,074 | -0.4% | 0.48% | +0.2% |
| Q3 2023 | $519,146 | -4.6% | 2,082 | 0.0% | 0.48% | +1.5% |
| Q2 2023 | $544,401 | +4.1% | 2,082 | -0.4% | 0.47% | +8.3% |
| Q1 2023 | $523,085 | -1.3% | 2,091 | -4.5% | 0.44% | +0.2% |
| Q4 2022 | $529,739 | +9.2% | 2,190 | -1.1% | 0.44% | +26.8% |
| Q3 2022 | $485,000 | +29.7% | 2,215 | +33.8% | 0.34% | -13.4% |
| Q2 2022 | $374,000 | -37.0% | 1,655 | -25.3% | 0.40% | +22.2% |
| Q1 2022 | $594,000 | -13.8% | 2,215 | -9.0% | 0.32% | -10.7% |
| Q4 2021 | $689,000 | +7.7% | 2,435 | 0.0% | 0.36% | +1.4% |
| Q3 2021 | $640,000 | -2.1% | 2,435 | 0.0% | 0.36% | -0.6% |
| Q2 2021 | $654,000 | +7.0% | 2,435 | +3.6% | 0.36% | +0.8% |
| Q1 2021 | $611,000 | +13.1% | 2,350 | 0.0% | 0.36% | +5.9% |
| Q4 2020 | $540,000 | +8.7% | 2,350 | -12.5% | 0.34% | -4.8% |
| Q3 2020 | $497,000 | +4.4% | 2,685 | +0.2% | 0.35% | -9.0% |
| Q2 2020 | $476,000 | +23.6% | 2,679 | +0.1% | 0.39% | -4.0% |
| Q1 2020 | $385,000 | -30.8% | 2,677 | -0.9% | 0.40% | -12.7% |
| Q4 2019 | $556,000 | – | 2,702 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |