ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,564 | -5.8% | 26,325 | -1.2% | 6.38% | +1.4% |
| Q2 2023 | $6,970 | +4.4% | 26,657 | -0.1% | 6.29% | +0.3% |
| Q1 2023 | $6,674 | +2.2% | 26,677 | -1.2% | 6.27% | -1.5% |
| Q4 2022 | $6,532 | -99.9% | 27,004 | +0.8% | 6.37% | +5.3% |
| Q3 2022 | $5,873,000 | -3.3% | 26,785 | -0.2% | 6.05% | +1.9% |
| Q2 2022 | $6,072,000 | -15.7% | 26,841 | 0.0% | 5.94% | -0.5% |
| Q1 2022 | $7,203,000 | -5.7% | 26,841 | -0.5% | 5.97% | -0.8% |
| Q4 2021 | $7,638,000 | +4.8% | 26,981 | -2.6% | 6.02% | -4.3% |
| Q3 2021 | $7,288,000 | -12.0% | 27,702 | -10.1% | 6.28% | -21.1% |
| Q2 2021 | $8,279,000 | +3.3% | 30,807 | 0.0% | 7.97% | +0.7% |
| Q1 2021 | $8,018,000 | -43.4% | 30,807 | -50.0% | 7.92% | +8.6% |
| Q4 2020 | $14,160,000 | +147.9% | 61,614 | +99.8% | 7.29% | +8.7% |
| Q3 2020 | $5,713,000 | +4.7% | 30,832 | +0.5% | 6.71% | -3.4% |
| Q2 2020 | $5,456,000 | +19.3% | 30,682 | -3.5% | 6.94% | +1.7% |
| Q1 2020 | $4,575,000 | -46.5% | 31,802 | -23.5% | 6.83% | -20.1% |
| Q4 2019 | $8,557,000 | – | 41,577 | – | 8.54% | – |
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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% |