ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,381 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $481,620 | -3.7% | 8,230 | 0.0% | 0.26% | -4.3% |
| Q1 2024 | $499,890 | +9.6% | 8,230 | +400.0% | 0.28% | +4.5% |
| Q4 2023 | $456,189 | +9.2% | 1,646 | -1.7% | 0.26% | +4.3% |
| Q3 2023 | $417,661 | -4.6% | 1,675 | 0.0% | 0.25% | +2.0% |
| Q2 2023 | $437,978 | +0.9% | 1,675 | -3.5% | 0.25% | -6.4% |
| Q1 2023 | $434,277 | +102566.0% | 1,736 | -0.6% | 0.27% | +3.1% |
| Q4 2022 | $423 | +10.4% | 1,747 | 0.0% | 0.26% | +5.7% |
| Q3 2022 | $383 | -3.0% | 1,747 | 0.0% | 0.24% | +5.6% |
| Q2 2022 | $395 | -16.7% | 1,747 | -1.1% | 0.23% | -4.1% |
| Q1 2022 | $474 | -5.2% | 1,766 | 0.0% | 0.24% | -2.0% |
| Q4 2021 | $500 | +7.5% | 1,766 | 0.0% | 0.25% | -1.6% |
| Q3 2021 | $465 | -2.1% | 1,766 | 0.0% | 0.25% | -4.6% |
| Q2 2021 | $475 | +3.3% | 1,766 | 0.0% | 0.26% | -4.0% |
| Q1 2021 | $460 | +13.3% | 1,766 | 0.0% | 0.27% | +2.6% |
| Q4 2020 | $406 | +24.2% | 1,766 | 0.0% | 0.27% | +3.9% |
| Q3 2020 | $327 | -7.4% | 1,766 | -11.0% | 0.26% | -12.6% |
| Q2 2020 | $353 | -37.6% | 1,984 | -49.6% | 0.29% | -51.3% |
| Q1 2020 | $566 | -43.6% | 3,934 | -19.3% | 0.60% | -26.7% |
| Q4 2019 | $1,003 | – | 4,873 | – | 0.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |