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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $439,000 | -15.7% | 1,941 | +0.1% | 0.11% | +0.9% |
| Q1 2022 | $521,000 | -4.2% | 1,940 | +1.0% | 0.11% | +6.7% |
| Q4 2021 | $544,000 | +77.2% | 1,920 | +64.4% | 0.10% | +59.1% |
| Q3 2021 | $307,000 | +6.2% | 1,168 | +7.8% | 0.07% | +4.8% |
| Q2 2021 | $289,000 | +2.5% | 1,083 | +0.1% | 0.06% | -12.5% |
| Q1 2021 | $282,000 | +13.3% | 1,082 | 0.0% | 0.07% | -2.7% |
| Q4 2020 | $249,000 | +24.5% | 1,082 | +0.1% | 0.07% | -1.3% |
| Q3 2020 | $200,000 | -58.6% | 1,081 | -53.5% | 0.08% | -65.9% |
| Q4 2019 | $483,000 | – | 2,323 | – | 0.22% | – |
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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% |