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 2022 | $251,000 | -25.1% | 1,147 | -8.4% | 0.10% | -14.6% |
| Q1 2022 | $335,000 | -25.4% | 1,252 | -21.2% | 0.12% | -22.6% |
| Q4 2021 | $449,000 | +7.4% | 1,589 | 0.0% | 0.16% | -4.2% |
| Q3 2021 | $418,000 | -19.1% | 1,589 | -17.5% | 0.17% | -17.0% |
| Q2 2021 | $517,000 | +2.4% | 1,926 | -0.8% | 0.20% | -4.8% |
| Q1 2021 | $505,000 | -59.9% | 1,941 | -64.6% | 0.21% | -60.5% |
| Q4 2020 | $1,259,000 | +22.1% | 5,481 | -1.5% | 0.53% | +12.7% |
| Q3 2020 | $1,031,000 | -18.4% | 5,567 | -21.6% | 0.47% | -14.0% |
| Q2 2020 | $1,263,000 | -22.2% | 7,105 | -37.0% | 0.55% | -35.4% |
| Q1 2020 | $1,623,000 | -57.4% | 11,284 | -39.1% | 0.85% | -44.1% |
| Q4 2019 | $3,814,000 | – | 18,531 | – | 1.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |