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 | $3,743,232 | -6.2% | 63,965 | -2.7% | 1.21% | -7.8% |
| Q1 2024 | $3,992,137 | +4.8% | 65,725 | +378.4% | 1.32% | +37.8% |
| Q4 2023 | $3,807,487 | +13.1% | 13,738 | +1.7% | 0.95% | -1.9% |
| Q3 2023 | $3,367,223 | -4.2% | 13,504 | +0.4% | 0.97% | -3.0% |
| Q2 2023 | $3,515,861 | +4.5% | 13,446 | 0.0% | 1.00% | -1.9% |
| Q1 2023 | $3,363,652 | +3.4% | 13,446 | 0.0% | 1.02% | -3.1% |
| Q4 2022 | $3,252,453 | +15.1% | 13,446 | +4.3% | 1.05% | +1.6% |
| Q3 2022 | $2,826,000 | -4.3% | 12,889 | -1.2% | 1.04% | -3.3% |
| Q2 2022 | $2,952,000 | -16.5% | 13,049 | -0.9% | 1.07% | -6.7% |
| Q1 2022 | $3,534,000 | -4.3% | 13,168 | +0.9% | 1.15% | +0.1% |
| Q4 2021 | $3,694,000 | +7.6% | 13,049 | 0.0% | 1.15% | +0.7% |
| Q3 2021 | $3,433,000 | -2.1% | 13,049 | 0.0% | 1.14% | -3.1% |
| Q2 2021 | $3,507,000 | -1.5% | 13,049 | -4.6% | 1.18% | -9.7% |
| Q1 2021 | $3,559,000 | +12.1% | 13,675 | -1.0% | 1.30% | +5.5% |
| Q4 2020 | $3,174,000 | – | 13,812 | – | 1.23% | – |
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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% |