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 2023 | $58,440,658 | -1.6% | 234,372 | +3.2% | 0.58% | -3.4% |
| Q2 2023 | $59,378,970 | -7.6% | 227,088 | -11.6% | 0.60% | -14.5% |
| Q1 2023 | $64,240,461 | +3.1% | 256,797 | -0.3% | 0.70% | +25.6% |
| Q4 2022 | $62,303,365 | -99.9% | 257,569 | -49.6% | 0.55% | -7.5% |
| Q3 2022 | $56,030,975,000 | +127167.9% | 510,582 | +162.4% | 0.60% | +32.5% |
| Q2 2022 | $44,026,000 | -7.0% | 194,607 | +10.3% | 0.45% | -8.3% |
| Q1 2022 | $47,356,000 | +1.7% | 176,479 | +7.3% | 0.49% | +4.7% |
| Q4 2021 | $46,544,000 | -11.0% | 164,421 | -17.3% | 0.47% | -9.9% |
| Q3 2021 | $52,293,000 | +14.7% | 198,781 | +17.2% | 0.52% | +1.2% |
| Q2 2021 | $45,586,000 | -11.9% | 169,634 | -14.7% | 0.52% | -21.3% |
| Q1 2021 | $51,753,000 | -11.2% | 198,835 | -21.7% | 0.66% | -2.8% |
| Q4 2020 | $58,307,000 | -99.8% | 253,907 | +49.2% | 0.68% | +14.6% |
| Q3 2020 | $31,607,000,000 | – | 170,130 | – | 0.59% | – |
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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% |