ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,827 | -2.6% | 2,189 | +2.1% | 0.50% | -1.4% |
| Q2 2023 | $560,613 | +99831.0% | 2,144 | -11.9% | 0.50% | -10.0% |
| Q1 2023 | $561 | -99.9% | 2,434 | 0.0% | 0.56% | 0.0% |
| Q3 2022 | $561,000 | -92.1% | 2,434 | -91.0% | 0.56% | -84.3% |
| Q3 2021 | $7,117,000 | -39.1% | 27,054 | -37.8% | 3.55% | -21.2% |
| Q2 2021 | $11,681,000 | -0.1% | 43,467 | -3.3% | 4.50% | +2.3% |
| Q1 2021 | $11,696,000 | -0.2% | 44,937 | -11.9% | 4.40% | +0.8% |
| Q4 2020 | $11,720,000 | +22.8% | 50,993 | -1.0% | 4.36% | +16.3% |
| Q3 2020 | $9,543,000 | +5.9% | 51,497 | +1.6% | 3.75% | -0.7% |
| Q2 2020 | $9,012,000 | +26.7% | 50,680 | +2.5% | 3.78% | -0.2% |
| Q1 2020 | $7,112,000 | -11.7% | 49,438 | -2.9% | 3.78% | -1.5% |
| Q4 2019 | $8,050,000 | – | 50,931 | – | 3.84% | – |
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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% |