ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $14,825,000 | +4.2% | 80,000 | 0.0% | 2.39% | +1.9% |
| Q2 2020 | $14,225,000 | +31.8% | 80,000 | +6.7% | 2.34% | +103.2% |
| Q1 2020 | $10,790,000 | -30.1% | 75,000 | 0.0% | 1.15% | -54.6% |
| Q4 2019 | $15,437,000 | -19.2% | 75,000 | -34.8% | 2.54% | +1.7% |
| Q4 2018 | $19,097,000 | +279.5% | 115,000 | +360.0% | 2.49% | +149.3% |
| Q3 2018 | $5,032,000 | -80.1% | 25,000 | -81.5% | 1.00% | -73.6% |
| Q1 2018 | $25,323,000 | -18.2% | 135,000 | -22.0% | 3.79% | -35.6% |
| Q3 2017 | $30,950,000 | +295.4% | 173,000 | +284.4% | 5.89% | +279.9% |
| Q2 2017 | $7,828,000 | +204.8% | 45,000 | +200.0% | 1.55% | +167.9% |
| Q1 2017 | $2,568,000 | – | 15,000 | – | 0.58% | – |
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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% |