ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $653,000 | -35.5% | 2,886 | -23.5% | 1.12% | -14.1% |
Q1 2022 | $1,012,000 | +0.5% | 3,772 | +6.0% | 1.30% | -24.6% |
Q4 2021 | $1,007,000 | -9.5% | 3,557 | -15.9% | 1.73% | -10.5% |
Q3 2021 | $1,113,000 | -1.3% | 4,230 | +0.7% | 1.93% | -3.2% |
Q2 2021 | $1,128,000 | -27.2% | 4,199 | -29.5% | 1.99% | -13.6% |
Q1 2021 | $1,550,000 | -55.2% | 5,956 | -60.5% | 2.30% | -26.9% |
Q4 2020 | $3,463,000 | +14.6% | 15,068 | -7.6% | 3.15% | +9.8% |
Q3 2020 | $3,021,000 | -9.6% | 16,305 | -13.2% | 2.87% | -10.4% |
Q2 2020 | $3,340,000 | +35.7% | 18,784 | +9.8% | 3.20% | -8.6% |
Q1 2020 | $2,462,000 | -1.4% | 17,115 | +41.0% | 3.51% | +42.7% |
Q4 2019 | $2,498,000 | – | 12,135 | – | 2.46% | – |
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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% |