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 | $304,355 | +40.9% | 1,199 | +57.3% | 0.05% | +65.6% |
Q4 2021 | $216,000 | -37.2% | 762 | -41.7% | 0.03% | -41.8% |
Q3 2021 | $344,000 | -1.4% | 1,307 | +0.5% | 0.06% | +1.9% |
Q2 2021 | $349,000 | -7.2% | 1,300 | -20.6% | 0.05% | -25.0% |
Q4 2020 | $376,000 | +26.2% | 1,637 | -2.6% | 0.07% | -6.5% |
Q2 2020 | $298,000 | +1.7% | 1,681 | +17.7% | 0.08% | -33.0% |
Q4 2019 | $293,000 | -50.7% | 1,428 | -51.8% | 0.12% | -60.1% |
Q3 2019 | $594,000 | -8.6% | 2,965 | -11.5% | 0.29% | +3.6% |
Q2 2019 | $650,000 | – | 3,350 | – | 0.28% | – |
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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% |