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 | $848,966 | -22.4% | 3,507 | -16.1% | 0.23% | -20.9% |
| Q2 2023 | $1,093,425 | -3.9% | 4,182 | -8.1% | 0.30% | -3.6% |
| Q1 2023 | $1,137,897 | +0.6% | 4,549 | -0.3% | 0.31% | -7.0% |
| Q4 2022 | $1,131,589 | +7.2% | 4,563 | 0.0% | 0.33% | +0.9% |
| Q3 2022 | $1,056,000 | -31.7% | 4,563 | -31.5% | 0.33% | -29.5% |
| Q2 2022 | $1,547,000 | -52.0% | 6,661 | -46.0% | 0.46% | -35.2% |
| Q1 2022 | $3,223,000 | -3.7% | 12,324 | +4.2% | 0.72% | +2.0% |
| Q4 2021 | $3,348,000 | +5.5% | 11,826 | +0.5% | 0.70% | -6.9% |
| Q3 2021 | $3,174,000 | -0.2% | 11,769 | -0.6% | 0.75% | -4.9% |
| Q2 2021 | $3,181,000 | +3.3% | 11,837 | +0.1% | 0.79% | -4.8% |
| Q1 2021 | $3,079,000 | +86.7% | 11,831 | +73.1% | 0.83% | +75.0% |
| Q4 2020 | $1,649,000 | +12.7% | 6,835 | -13.4% | 0.48% | -7.9% |
| Q3 2020 | $1,463,000 | +2.2% | 7,897 | -1.0% | 0.52% | -8.7% |
| Q2 2020 | $1,431,000 | +0.7% | 7,980 | -14.0% | 0.57% | -22.6% |
| Q1 2020 | $1,421,000 | -51.8% | 9,279 | -35.3% | 0.73% | -36.3% |
| Q4 2019 | $2,951,000 | +9.7% | 14,336 | -0.4% | 1.15% | -7.1% |
| Q3 2019 | $2,691,000 | -46.6% | 14,389 | -44.5% | 1.23% | -45.0% |
| Q2 2019 | $5,039,000 | +1.8% | 25,941 | -0.7% | 2.24% | -2.8% |
| Q1 2019 | $4,948,000 | +26.5% | 26,123 | +10.9% | 2.31% | -2.7% |
| Q4 2018 | $3,912,000 | – | 23,560 | – | 2.37% | – |
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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% |