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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,263,410 | -10.6% | 45,170 | -6.3% | 4.58% | -5.2% |
| Q2 2023 | $12,600,994 | +6.3% | 48,189 | +1.7% | 4.84% | +1.3% |
| Q1 2023 | $11,849,847 | +4.5% | 47,367 | +1.0% | 4.78% | -0.5% |
| Q4 2022 | $11,343,424 | +16.8% | 46,898 | +5.9% | 4.80% | +8.3% |
| Q3 2022 | $9,713,000 | +0.3% | 44,285 | +3.4% | 4.43% | +6.1% |
| Q2 2022 | $9,686,000 | -12.3% | 42,815 | +5.3% | 4.18% | -0.0% |
| Q1 2022 | $11,040,000 | +1.1% | 40,676 | +5.8% | 4.18% | +5.7% |
| Q4 2021 | $10,918,000 | +10.3% | 38,429 | +2.2% | 3.96% | +9.6% |
| Q3 2021 | $9,895,000 | +2.7% | 37,620 | +5.0% | 3.61% | -3.4% |
| Q2 2021 | $9,631,000 | +7.2% | 35,840 | +3.8% | 3.74% | +0.4% |
| Q1 2021 | $8,983,000 | +12.0% | 34,513 | -1.1% | 3.72% | +1.0% |
| Q4 2020 | $8,020,000 | +28.3% | 34,896 | +3.4% | 3.69% | +7.0% |
| Q3 2020 | $6,251,000 | -0.4% | 33,735 | -4.5% | 3.45% | -1.3% |
| Q2 2020 | $6,279,000 | +26.4% | 35,315 | +1.4% | 3.49% | +8.0% |
| Q1 2020 | $4,969,000 | -35.5% | 34,826 | -6.9% | 3.23% | -14.0% |
| Q4 2019 | $7,699,000 | +7.8% | 37,413 | +1.4% | 3.76% | -3.9% |
| Q3 2019 | $7,141,000 | +1.0% | 36,884 | +1.3% | 3.91% | -2.2% |
| Q2 2019 | $7,073,000 | +3.3% | 36,411 | +0.7% | 4.00% | -1.0% |
| Q1 2019 | $6,848,000 | +16.8% | 36,160 | +1.4% | 4.04% | +6.1% |
| Q4 2018 | $5,865,000 | – | 35,663 | – | 3.81% | – |
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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% |