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 | $31,906,194 | +29.0% | 127,945 | +35.3% | 4.76% | +29.5% |
| Q2 2023 | $24,733,781 | +11.9% | 94,591 | +7.1% | 3.68% | +6.1% |
| Q1 2023 | $22,094,681 | +39.1% | 88,322 | +34.5% | 3.47% | -12.3% |
| Q4 2022 | $15,883,022 | +11.0% | 65,662 | +0.6% | 3.95% | +8.2% |
| Q3 2022 | $14,305,000 | -9.5% | 65,240 | +3.5% | 3.65% | +0.5% |
| Q2 2022 | $15,808,000 | +9.6% | 63,011 | +17.2% | 3.63% | -0.6% |
| Q1 2022 | $14,422,000 | +27.9% | 53,742 | +34.9% | 3.65% | +17.2% |
| Q4 2021 | $11,277,000 | +15.2% | 39,835 | +7.1% | 3.12% | -1.8% |
| Q3 2021 | $9,786,000 | -3.0% | 37,199 | -0.9% | 3.17% | -1.0% |
| Q2 2021 | $10,087,000 | +6.4% | 37,537 | +3.0% | 3.20% | -3.4% |
| Q1 2021 | $9,483,000 | +13.7% | 36,433 | +0.4% | 3.32% | +6.3% |
| Q4 2020 | $8,342,000 | – | 36,296 | – | 3.12% | – |
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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% |