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 | $1,712,786 | -7.3% | 6,869 | -2.7% | 1.59% | +71.7% |
| Q2 2023 | $1,846,834 | +6.1% | 7,063 | -1.9% | 0.93% | -46.6% |
| Q4 2022 | $1,741,366 | -46.7% | 7,199 | -50.9% | 1.74% | +2.6% |
| Q3 2022 | $3,267,000 | +93.4% | 14,665 | +96.4% | 1.69% | -3.0% |
| Q2 2022 | $1,689,000 | -15.7% | 7,466 | 0.0% | 1.74% | +16.3% |
| Q1 2022 | $2,003,000 | -5.6% | 7,466 | -0.4% | 1.50% | -4.5% |
| Q4 2021 | $2,121,000 | +9.8% | 7,495 | +2.0% | 1.57% | +5.4% |
| Q3 2021 | $1,932,000 | -2.1% | 7,345 | 0.0% | 1.49% | -4.6% |
| Q2 2021 | $1,974,000 | +3.2% | 7,345 | 0.0% | 1.56% | -1.9% |
| Q1 2021 | $1,912,000 | +13.3% | 7,345 | 0.0% | 1.59% | +9.5% |
| Q4 2020 | $1,688,000 | – | 7,345 | – | 1.46% | – |
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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% |