ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $430,378 | -13.8% | 1,726 | -9.6% | 0.07% | -13.6% |
| Q2 2023 | $499,165 | +10.5% | 1,909 | +5.8% | 0.08% | +1.2% |
| Q1 2023 | $451,539 | +47.6% | 1,805 | +42.7% | 0.08% | +40.4% |
| Q4 2022 | $305,991 | +8.1% | 1,265 | -2.0% | 0.06% | -3.4% |
| Q3 2022 | $283,000 | -3.1% | 1,291 | +0.1% | 0.06% | +1.7% |
| Q2 2022 | $292,000 | -14.4% | 1,290 | +1.5% | 0.06% | -4.9% |
| Q1 2022 | $341,000 | -7.8% | 1,271 | -2.7% | 0.06% | -6.2% |
| Q4 2021 | $370,000 | +19.0% | 1,306 | +10.4% | 0.06% | +6.6% |
| Q3 2021 | $311,000 | +8.4% | 1,183 | +10.7% | 0.06% | +7.0% |
| Q2 2021 | $287,000 | -89.2% | 1,069 | -94.2% | 0.06% | -93.7% |
| Q1 2020 | $2,663,000 | -46.1% | 18,512 | -22.9% | 0.91% | -33.7% |
| Q4 2019 | $4,943,000 | – | 24,018 | – | 1.37% | – |
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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% |