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 | $12,320,430 | -8.4% | 49,410 | -3.9% | 1.94% | -7.7% |
| Q2 2023 | $13,448,342 | -44.1% | 51,432 | -46.5% | 2.10% | -46.3% |
| Q1 2023 | $24,048,885 | +2.5% | 96,134 | -0.9% | 3.92% | -1.5% |
| Q4 2022 | $23,455,020 | +9.4% | 96,966 | -0.8% | 3.98% | +7.4% |
| Q3 2022 | $21,437,000 | -4.9% | 97,771 | -1.8% | 3.70% | -38.1% |
| Q2 2022 | $22,533,000 | -18.4% | 99,600 | -3.2% | 5.98% | +56.0% |
| Q1 2022 | $27,618,000 | -6.6% | 102,922 | -1.5% | 3.84% | +1.9% |
| Q4 2021 | $29,580,000 | +7.6% | 104,493 | -0.0% | 3.76% | +2.5% |
| Q3 2021 | $27,500,000 | -4.4% | 104,535 | -2.4% | 3.67% | -7.3% |
| Q2 2021 | $28,779,000 | +4.5% | 107,091 | +1.2% | 3.96% | -3.2% |
| Q1 2021 | $27,531,000 | +6.9% | 105,776 | -5.6% | 4.09% | +11.3% |
| Q4 2020 | $25,750,000 | +24.2% | 112,040 | +0.2% | 3.68% | +9.1% |
| Q3 2020 | $20,725,000 | -3.1% | 111,841 | -3.4% | 3.37% | -1.6% |
| Q2 2020 | $21,377,000 | +15.9% | 115,783 | +1.1% | 3.42% | +3.5% |
| Q1 2020 | $18,446,000 | +2.1% | 114,546 | +21.6% | 3.31% | +4.3% |
| Q4 2019 | $18,073,000 | +3.1% | 94,212 | +3.9% | 3.17% | -4.3% |
| Q3 2019 | $17,522,000 | +1.5% | 90,680 | +2.0% | 3.31% | -1.7% |
| Q2 2019 | $17,265,000 | +2.8% | 88,880 | +0.2% | 3.37% | -1.6% |
| Q1 2019 | $16,798,000 | +65.5% | 88,692 | +45.1% | 3.42% | +53.9% |
| Q4 2018 | $10,152,000 | – | 61,135 | – | 2.22% | – |
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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% |