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 | $15,175,224 | -5.8% | 60,859 | -1.3% | 8.42% | -0.0% |
| Q2 2023 | $16,117,656 | +8.9% | 61,640 | +4.1% | 8.42% | +5.1% |
| Q1 2023 | $14,805,972 | +30.1% | 59,186 | +25.8% | 8.01% | +20.0% |
| Q4 2022 | $11,384,025 | +12.1% | 47,062 | +1.6% | 6.68% | +1.2% |
| Q3 2022 | $10,155,000 | -2.5% | 46,324 | +1.2% | 6.60% | +1.4% |
| Q2 2022 | $10,411,000 | -15.3% | 45,760 | -0.1% | 6.51% | -18.9% |
| Q1 2022 | $12,294,000 | +0.9% | 45,815 | +0.6% | 8.03% | -9.1% |
| Q4 2021 | $12,182,000 | +7.2% | 45,553 | +5.4% | 8.83% | +11.3% |
| Q3 2021 | $11,366,000 | -2.7% | 43,206 | -0.6% | 7.93% | -4.0% |
| Q2 2021 | $11,681,000 | +4.1% | 43,466 | +0.8% | 8.26% | -9.5% |
| Q1 2021 | $11,219,000 | -2.0% | 43,103 | -13.4% | 9.13% | +0.6% |
| Q4 2020 | $11,445,000 | – | 49,796 | – | 9.08% | – |
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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% |