ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,888 | -10.5% | 1,898 | -6.5% | 0.08% | -8.6% |
| Q2 2023 | $530,852 | -1.1% | 2,030 | -5.4% | 0.09% | -7.0% |
| Q1 2023 | $536,873 | +5.8% | 2,146 | +2.3% | 0.10% | -4.8% |
| Q4 2022 | $507,493 | -2.6% | 2,098 | -11.7% | 0.10% | -12.5% |
| Q3 2022 | $521,000 | -3.2% | 2,377 | 0.0% | 0.12% | +6.2% |
| Q2 2022 | $538,000 | -27.7% | 2,377 | -14.3% | 0.11% | -15.7% |
| Q1 2022 | $744,000 | -9.3% | 2,773 | -4.3% | 0.13% | -6.9% |
| Q4 2021 | $820,000 | +51.3% | 2,898 | +40.5% | 0.14% | +9.1% |
| Q3 2021 | $542,000 | +13.4% | 2,062 | +17.0% | 0.13% | +8.2% |
| Q2 2021 | $478,000 | +0.6% | 1,762 | -3.4% | 0.12% | -6.9% |
| Q1 2021 | $475,000 | +7.5% | 1,824 | -5.2% | 0.13% | +2.3% |
| Q4 2020 | $442,000 | +54.5% | 1,924 | +24.6% | 0.13% | +33.3% |
| Q3 2020 | $286,000 | +5.9% | 1,544 | +1.4% | 0.10% | -4.0% |
| Q2 2020 | $270,000 | -14.8% | 1,522 | -30.8% | 0.10% | -30.6% |
| Q1 2020 | $317,000 | -63.5% | 2,201 | -47.9% | 0.14% | -56.8% |
| Q4 2019 | $869,000 | +8.8% | 4,221 | +2.1% | 0.33% | -8.5% |
| Q3 2019 | $799,000 | +9.8% | 4,134 | +10.3% | 0.36% | -15.2% |
| Q2 2019 | $728,000 | +100.6% | 3,749 | +95.9% | 0.43% | +71.6% |
| Q1 2019 | $363,000 | – | 1,914 | – | 0.25% | – |
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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% |