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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,421,480 | -3.5% | 61,850 | +1.2% | 4.86% | -2.0% |
| Q2 2023 | $15,985,745 | +119.2% | 61,139 | +109.7% | 4.96% | +0.9% |
| Q1 2023 | $7,294,427 | +19.4% | 29,159 | +4.7% | 4.92% | +5.7% |
| Q3 2022 | $6,108,000 | -2.0% | 27,855 | +1.1% | 4.65% | +1.3% |
| Q2 2022 | $6,234,000 | -58.0% | 27,558 | -50.2% | 4.59% | +0.3% |
| Q1 2022 | $14,840,000 | +101.8% | 55,302 | +112.8% | 4.58% | -2.2% |
| Q4 2021 | $7,355,000 | -44.0% | 25,984 | -47.9% | 4.68% | +5.2% |
| Q3 2021 | $13,124,000 | +110.2% | 49,863 | +114.6% | 4.45% | +2.1% |
| Q2 2021 | $6,244,000 | +3.2% | 23,236 | -0.1% | 4.35% | -2.6% |
| Q1 2021 | $6,052,000 | +12.7% | 23,252 | -0.5% | 4.47% | +11.2% |
| Q4 2020 | $5,372,000 | +20.8% | 23,375 | -2.4% | 4.02% | +13.4% |
| Q3 2020 | $4,446,000 | +9.9% | 23,942 | -46.3% | 3.55% | +6.4% |
| Q2 2020 | $4,047,000 | +31.7% | 44,544 | +108.5% | 3.33% | +11.4% |
| Q1 2020 | $3,073,000 | -24.0% | 21,363 | +8.5% | 2.99% | -6.0% |
| Q4 2019 | $4,043,000 | – | 19,682 | – | 3.18% | – |
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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% |