ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,584 | -4.6% | 255 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $66,677 | +8.1% | 255 | 0.0% | 0.04% | -4.3% |
| Q4 2022 | $61,682 | +10.1% | 255 | 0.0% | 0.05% | +6.8% |
| Q3 2022 | $56,000 | -3.4% | 255 | 0.0% | 0.04% | +2.3% |
| Q2 2022 | $58,000 | -14.7% | 255 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $68,000 | -5.6% | 255 | 0.0% | 0.04% | -2.3% |
| Q4 2021 | $72,000 | +7.5% | 255 | 0.0% | 0.04% | +2.3% |
| Q3 2021 | $67,000 | -2.9% | 255 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $69,000 | +4.5% | 255 | 0.0% | 0.04% | -4.3% |
| Q1 2021 | $66,000 | +11.9% | 255 | 0.0% | 0.05% | +7.0% |
| Q4 2020 | $59,000 | +25.5% | 255 | 0.0% | 0.04% | +16.2% |
| Q3 2020 | $47,000 | +4.4% | 255 | 0.0% | 0.04% | -14.0% |
| Q2 2020 | $45,000 | +21.6% | 255 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $37,000 | -28.8% | 255 | 0.0% | 0.04% | -14.0% |
| Q4 2019 | $52,000 | – | 255 | – | 0.05% | – |
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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% |