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. | 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% |