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 | $517,258 | -5.7% | 2,065 | -1.5% | 0.11% | -2.6% |
| Q2 2023 | $548,324 | -4.2% | 2,097 | -8.3% | 0.12% | -10.0% |
| Q1 2023 | $572,116 | -48.4% | 2,287 | -50.1% | 0.13% | -3.0% |
| Q4 2022 | $1,108,824 | +105.7% | 4,584 | +86.6% | 0.13% | -5.6% |
| Q3 2022 | $539,000 | -10.6% | 2,456 | -7.8% | 0.14% | -6.6% |
| Q2 2022 | $603,000 | -16.1% | 2,665 | -0.5% | 0.15% | -3.2% |
| Q1 2022 | $719,000 | -28.7% | 2,678 | -24.8% | 0.16% | -31.1% |
| Q4 2021 | $1,008,000 | -88.9% | 3,562 | -89.7% | 0.23% | -90.1% |
| Q3 2021 | $9,077,000 | +7.5% | 34,503 | +9.8% | 2.30% | +4.9% |
| Q2 2021 | $8,445,000 | +10.4% | 31,426 | +7.0% | 2.19% | +0.5% |
| Q1 2021 | $7,647,000 | +40.2% | 29,379 | +23.8% | 2.18% | +20.8% |
| Q4 2020 | $5,454,000 | – | 23,730 | – | 1.80% | – |
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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% |