ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 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 2023 | $381,123 | -4.6% | 1,528 | 0.0% | 0.09% | -7.1% |
| Q2 2023 | $399,663 | +4.6% | 1,528 | 0.0% | 0.10% | -1.0% |
| Q1 2023 | $382,263 | +525.7% | 1,528 | +504.0% | 0.10% | +450.0% |
| Q4 2022 | $61,093 | +11.1% | 253 | +0.8% | 0.02% | +5.9% |
| Q3 2022 | $55,000 | -3.5% | 251 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $57,000 | -14.9% | 251 | 0.0% | 0.02% | -10.5% |
| Q1 2022 | $67,000 | -5.6% | 251 | +0.4% | 0.02% | -13.6% |
| Q4 2021 | $71,000 | +7.6% | 250 | +0.4% | 0.02% | 0.0% |
| Q3 2021 | $66,000 | +88.6% | 249 | +93.0% | 0.02% | +83.3% |
| Q2 2021 | $35,000 | +2.9% | 129 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $34,000 | +13.3% | 129 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $30,000 | +25.0% | 129 | +0.8% | 0.01% | +8.3% |
| Q3 2020 | $24,000 | – | 128 | – | 0.01% | – |
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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% |