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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $6,558,000 | -11.8% | 28,989 | +4.6% | 2.57% | -0.2% |
| Q1 2022 | $7,435,000 | -3.4% | 27,706 | +1.9% | 2.57% | -6.6% |
| Q4 2021 | $7,696,000 | -4.7% | 27,187 | -10.2% | 2.76% | -15.4% |
| Q3 2021 | $8,074,000 | -13.5% | 30,282 | -12.8% | 3.26% | -16.6% |
| Q2 2021 | $9,336,000 | +3.9% | 34,741 | +0.6% | 3.91% | -7.9% |
| Q1 2021 | $8,985,000 | +12.9% | 34,522 | -0.3% | 4.24% | +0.5% |
| Q4 2020 | $7,958,000 | +24.4% | 34,625 | +0.3% | 4.22% | +9.3% |
| Q3 2020 | $6,396,000 | +3.8% | 34,517 | -0.4% | 3.86% | -4.8% |
| Q2 2020 | $6,163,000 | +23.2% | 34,656 | -0.3% | 4.05% | -1.7% |
| Q1 2020 | $5,002,000 | -28.1% | 34,771 | +2.8% | 4.12% | -7.6% |
| Q4 2019 | $6,959,000 | – | 33,811 | – | 4.46% | – |
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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% |