ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $283,000 | +29.2% | 1,232 | +4.1% | 0.12% | +11.5% |
| Q3 2020 | $219,000 | +8.4% | 1,184 | +4.0% | 0.10% | -2.8% |
| Q2 2020 | $202,000 | -10.2% | 1,138 | +4.0% | 0.11% | -6.1% |
| Q4 2019 | $225,000 | +9.2% | 1,094 | +2.8% | 0.11% | +2.7% |
| Q3 2019 | $206,000 | -3.7% | 1,064 | -3.3% | 0.11% | -0.9% |
| Q2 2019 | $214,000 | +5.4% | 1,100 | +2.7% | 0.11% | +9.8% |
| Q1 2019 | $203,000 | – | 1,071 | – | 0.10% | – |
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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% |