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 2022 | $438,000 | -3.7% | 1,998 | -0.6% | 0.06% | -3.0% |
| Q2 2022 | $455,000 | -12.8% | 2,010 | +3.4% | 0.07% | +1.5% |
| Q1 2022 | $522,000 | -5.6% | 1,944 | -0.5% | 0.07% | -5.7% |
| Q4 2021 | $553,000 | +7.6% | 1,954 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $514,000 | -1.9% | 1,954 | +0.1% | 0.07% | -1.4% |
| Q2 2021 | $524,000 | +1.6% | 1,953 | -1.5% | 0.07% | -6.7% |
| Q1 2021 | $516,000 | +11.0% | 1,983 | -2.1% | 0.08% | +1.4% |
| Q4 2020 | $465,000 | – | 2,025 | – | 0.07% | – |
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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% |