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 | $847,687 | -4.7% | 3,400 | -0.0% | 0.40% | -1.5% |
| Q2 2023 | $889,163 | +3.0% | 3,401 | -1.4% | 0.40% | -3.1% |
| Q1 2023 | $863,372 | +5.1% | 3,451 | +1.6% | 0.42% | -1.0% |
| Q4 2022 | $821,114 | +10.7% | 3,395 | +0.3% | 0.42% | +1.7% |
| Q3 2022 | $742,000 | -2.0% | 3,384 | +1.2% | 0.41% | +2.7% |
| Q2 2022 | $757,000 | -16.0% | 3,345 | -0.4% | 0.40% | -2.4% |
| Q1 2022 | $901,000 | -6.5% | 3,359 | -1.4% | 0.41% | -1.7% |
| Q4 2021 | $964,000 | +8.2% | 3,406 | +0.6% | 0.42% | -2.8% |
| Q3 2021 | $891,000 | -2.0% | 3,387 | +0.1% | 0.43% | -1.6% |
| Q2 2021 | $909,000 | +2.8% | 3,384 | -0.4% | 0.44% | -3.7% |
| Q1 2021 | $884,000 | +10.2% | 3,396 | -2.8% | 0.46% | +8.6% |
| Q4 2020 | $802,000 | +24.7% | 3,494 | +0.5% | 0.42% | +13.2% |
| Q3 2020 | $643,000 | +3.5% | 3,475 | -0.5% | 0.37% | -7.9% |
| Q2 2020 | $621,000 | +24.4% | 3,493 | +0.5% | 0.40% | +2.0% |
| Q1 2020 | $499,000 | -25.4% | 3,475 | +6.8% | 0.40% | +4.8% |
| Q4 2019 | $669,000 | +15.3% | 3,253 | +8.3% | 0.38% | -1.8% |
| Q3 2019 | $580,000 | +1.6% | 3,005 | +2.1% | 0.38% | -1.5% |
| Q2 2019 | $571,000 | +3.3% | 2,944 | +0.8% | 0.39% | -2.3% |
| Q1 2019 | $553,000 | +16.2% | 2,920 | +1.8% | 0.40% | 0.0% |
| Q4 2018 | $476,000 | – | 2,869 | – | 0.40% | – |
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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% |