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 | $3,765,711 | -28.6% | 15,102 | -25.2% | 3.26% | -10.9% |
| Q2 2023 | $5,277,282 | +0.9% | 20,182 | -3.4% | 3.66% | -17.6% |
| Q1 2023 | $5,228,812 | +7.1% | 20,902 | +3.6% | 4.44% | +9.7% |
| Q4 2022 | $4,881,139 | +12.9% | 20,179 | +2.3% | 4.05% | -12.0% |
| Q3 2022 | $4,324,000 | -1.0% | 19,719 | +2.1% | 4.60% | +35.1% |
| Q2 2022 | $4,367,000 | +249.4% | 19,305 | +266.0% | 3.40% | +310.2% |
| Q3 2021 | $1,250,000 | -10.2% | 5,274 | +1.9% | 0.83% | -1.9% |
| Q2 2021 | $1,392,000 | -49.2% | 5,178 | -56.6% | 0.85% | -62.9% |
| Q4 2020 | $2,742,000 | +8.9% | 11,929 | -15.8% | 2.28% | -1.3% |
| Q3 2020 | $2,518,000 | 0.0% | 14,163 | 0.0% | 2.31% | 0.0% |
| Q2 2020 | $2,518,000 | -99.9% | 14,163 | +1.2% | 2.31% | +25.3% |
| Q1 2020 | $2,007,864,000 | +19.3% | 14,001 | -76.0% | 1.84% | +26.1% |
| Q4 2019 | $1,683,603,000 | +33133.4% | 58,307 | +208.8% | 1.46% | -48.4% |
| Q1 1987 | $5,066,000 | – | 18,880 | – | 2.84% | – |
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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% |