ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,573 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,609,671 | -4.3% | 61,683 | -0.6% | 1.56% | -6.2% |
| Q1 2024 | $3,770,093 | +8.8% | 62,069 | +396.6% | 1.66% | +4.1% |
| Q4 2023 | $3,464,423 | +9.5% | 12,500 | -1.5% | 1.59% | -15.5% |
| Q3 2023 | $3,164,083 | -5.1% | 12,689 | -0.5% | 1.88% | -1.5% |
| Q2 2023 | $3,334,477 | +4.5% | 12,752 | -0.0% | 1.91% | -0.2% |
| Q1 2023 | $3,190,588 | +2.6% | 12,754 | -0.8% | 1.92% | -4.5% |
| Q4 2022 | $3,110,782 | +9.5% | 12,860 | -0.8% | 2.01% | -0.8% |
| Q3 2022 | $2,842,000 | -3.7% | 12,960 | -0.7% | 2.02% | -7.8% |
| Q2 2022 | $2,952,000 | -17.7% | 13,047 | -2.5% | 2.20% | -16.1% |
| Q1 2022 | $3,589,000 | -5.2% | 13,376 | +0.1% | 2.62% | -2.1% |
| Q4 2021 | $3,784,000 | +7.8% | 13,366 | +0.2% | 2.67% | +2.1% |
| Q3 2021 | $3,510,000 | -3.7% | 13,342 | -1.6% | 2.62% | -9.5% |
| Q2 2021 | $3,643,000 | -0.4% | 13,556 | -3.5% | 2.89% | -11.1% |
| Q1 2021 | $3,658,000 | +13.5% | 14,054 | +0.2% | 3.25% | +2.6% |
| Q4 2020 | $3,224,000 | – | 14,029 | – | 3.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |