ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,378 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,267,788 | -10.5% | 9,094 | -6.2% | 0.05% | -9.8% |
| Q2 2023 | $2,533,949 | +4.9% | 9,690 | +0.3% | 0.05% | -8.9% |
| Q1 2023 | $2,415,599 | +8.0% | 9,657 | +4.4% | 0.06% | -11.1% |
| Q4 2022 | $2,236,728 | +16.4% | 9,247 | +5.5% | 0.06% | +18.9% |
| Q3 2022 | $1,922,000 | -8.5% | 8,764 | -5.6% | 0.05% | -17.2% |
| Q2 2022 | $2,101,000 | -15.2% | 9,285 | +0.6% | 0.06% | +8.5% |
| Q1 2022 | $2,477,000 | -7.9% | 9,231 | -2.8% | 0.06% | -4.8% |
| Q4 2021 | $2,689,000 | +31.9% | 9,497 | +22.5% | 0.06% | +14.8% |
| Q3 2021 | $2,039,000 | -2.1% | 7,751 | +0.1% | 0.05% | -11.5% |
| Q2 2021 | $2,082,000 | +3.3% | 7,746 | +0.0% | 0.06% | -26.5% |
| Q1 2021 | $2,016,000 | +44.4% | 7,743 | +2.8% | 0.08% | +10.7% |
| Q3 2020 | $1,396,000 | +5.6% | 7,531 | +1.3% | 0.08% | -12.8% |
| Q2 2020 | $1,322,000 | -31.1% | 7,436 | -44.3% | 0.09% | -44.2% |
| Q1 2020 | $1,920,000 | -47.9% | 13,351 | -25.5% | 0.15% | -52.3% |
| Q4 2019 | $3,686,000 | – | 17,911 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |