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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $35,000 | -12.5% | 130 | -7.1% | 0.02% | -11.1% |
| Q4 2021 | $40,000 | -7.0% | 140 | -14.6% | 0.02% | -18.2% |
| Q3 2021 | $43,000 | -2.3% | 164 | +0.6% | 0.02% | 0.0% |
| Q2 2021 | $44,000 | +4.8% | 163 | +1.9% | 0.02% | -4.3% |
| Q1 2021 | $42,000 | -99.5% | 160 | -99.6% | 0.02% | -99.5% |
| Q4 2020 | $8,985,000 | +53.6% | 39,094 | +23.9% | 4.91% | +38.2% |
| Q3 2020 | $5,850,000 | +28.9% | 31,553 | +23.6% | 3.56% | +24.6% |
| Q2 2020 | $4,540,000 | +34.7% | 25,529 | +8.9% | 2.85% | +14.5% |
| Q1 2020 | $3,371,000 | -24.3% | 23,436 | +8.3% | 2.49% | -38.5% |
| Q4 2019 | $4,453,000 | – | 21,638 | – | 4.05% | – |
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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% |