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 2023 | $809,141 | -3.6% | 3,245 | +1.1% | 0.63% | +3.5% |
| Q2 2023 | $839,351 | +2.5% | 3,210 | -1.9% | 0.60% | -1.5% |
| Q1 2023 | $818,524 | +10.5% | 3,272 | +6.9% | 0.61% | +1.3% |
| Q4 2022 | $740,667 | +18.7% | 3,062 | +7.6% | 0.61% | +8.8% |
| Q3 2022 | $624,000 | -3.3% | 2,845 | -0.2% | 0.56% | +4.1% |
| Q2 2022 | $645,000 | -15.7% | 2,850 | 0.0% | 0.54% | 0.0% |
| Q1 2022 | $765,000 | -4.0% | 2,850 | +1.2% | 0.54% | +1.1% |
| Q4 2021 | $797,000 | +7.6% | 2,815 | 0.0% | 0.53% | -1.9% |
| Q3 2021 | $741,000 | -2.9% | 2,815 | -0.9% | 0.54% | -2.0% |
| Q2 2021 | $763,000 | -2.6% | 2,840 | -5.6% | 0.55% | -9.5% |
| Q1 2021 | $783,000 | +9.5% | 3,010 | -3.2% | 0.61% | +5.7% |
| Q4 2020 | $715,000 | +25.0% | 3,110 | +0.8% | 0.58% | +10.8% |
| Q3 2020 | $572,000 | +4.2% | 3,085 | 0.0% | 0.52% | -4.4% |
| Q2 2020 | $549,000 | +78.2% | 3,085 | +44.2% | 0.54% | +44.4% |
| Q1 2020 | $308,000 | -38.2% | 2,140 | -11.6% | 0.38% | -17.7% |
| Q4 2019 | $498,000 | +11.9% | 2,420 | +5.1% | 0.46% | +3.6% |
| Q3 2019 | $445,000 | +8.0% | 2,303 | +8.5% | 0.44% | +6.8% |
| Q2 2019 | $412,000 | +1.2% | 2,123 | -1.2% | 0.41% | -2.6% |
| Q1 2019 | $407,000 | +24.1% | 2,148 | +8.6% | 0.42% | +4.7% |
| Q4 2018 | $328,000 | – | 1,978 | – | 0.40% | – |
Download | ||||||
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% |