ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,573 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $19,000 | -5.0% | 73 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $20,000 | +5.3% | 73 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $19,000 | +11.8% | 73 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | +21.4% | 73 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $14,000 | -58.8% | 73 | -62.0% | 0.01% | -59.3% |
| Q2 2020 | $34,000 | +142.9% | 192 | +102.1% | 0.03% | +80.0% |
| Q1 2020 | $14,000 | -6.7% | 95 | +30.1% | 0.02% | +15.4% |
| Q4 2019 | $15,000 | – | 73 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |