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 | $1,396,018 | +72.8% | 5,599 | +81.2% | 0.52% | +36.9% |
| Q2 2023 | $807,973 | -37.6% | 3,090 | -40.3% | 0.38% | -27.0% |
| Q1 2023 | $1,294,252 | +13.1% | 5,174 | +9.3% | 0.52% | +9.2% |
| Q4 2022 | $1,144,832 | +10.5% | 4,733 | +0.1% | 0.48% | -1.6% |
| Q3 2022 | $1,036,000 | +0.4% | 4,728 | +3.7% | 0.49% | +1.2% |
| Q2 2022 | $1,032,000 | +34.6% | 4,561 | +59.6% | 0.48% | +48.0% |
| Q1 2022 | $767,000 | +126.9% | 2,858 | +139.2% | 0.32% | +140.7% |
| Q4 2021 | $338,000 | +7.6% | 1,195 | +0.3% | 0.14% | -6.2% |
| Q3 2021 | $314,000 | -4.6% | 1,192 | -2.7% | 0.14% | -3.4% |
| Q2 2021 | $329,000 | -7.6% | 1,225 | -10.5% | 0.15% | -42.7% |
| Q1 2021 | $356,000 | +27.1% | 1,369 | +12.2% | 0.26% | +73.3% |
| Q4 2020 | $280,000 | – | 1,220 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 853,525 | $241,616,000 | 43.44% |
| HBC Financial Services, PLLC | 154,207 | $43,652,000 | 27.70% |
| Leonard Rickey Investment Advisors P.L.L.C. | 254,516 | $72,048,000 | 26.39% |
| LVZ, Inc. | 498,297 | $141,058,000 | 18.86% |
| Harbor Group, Inc. | 110,734 | $31,346,000 | 18.67% |
| New England Professional Planning Group Inc. | 110,430 | $30,319,000 | 18.49% |
| Millburn Ridgefield Corp | 968,792 | $274,246,000 | 17.49% |
| Investments & Financial Planning, LLC | 70,663 | $18,897,000 | 16.96% |
| CJM Wealth Advisers, Ltd. | 80,136 | $22,685,027 | 16.14% |
| Bryant Woods Investment Advisors, LLC | 72,757 | $20,607,000 | 16.08% |