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. | 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% |