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 2023 | $2,750,455 | -4.4% | 11,031 | +0.2% | 0.36% | -0.6% |
| Q2 2023 | $2,877,718 | +4.9% | 11,006 | +0.4% | 0.36% | -1.1% |
| Q1 2023 | $2,743,129 | +3.5% | 10,966 | +0.1% | 0.36% | -2.7% |
| Q4 2022 | $2,650,510 | +13.8% | 10,958 | +3.2% | 0.37% | -1.3% |
| Q3 2022 | $2,329,000 | -0.1% | 10,623 | +3.1% | 0.38% | +4.1% |
| Q2 2022 | $2,331,000 | -15.9% | 10,303 | -0.3% | 0.36% | -6.4% |
| Q1 2022 | $2,773,000 | +8.8% | 10,333 | +14.8% | 0.39% | +7.5% |
| Q4 2021 | $2,548,000 | +6.8% | 9,003 | -0.8% | 0.36% | -3.0% |
| Q3 2021 | $2,386,000 | -2.1% | 9,072 | 0.0% | 0.37% | -2.9% |
| Q2 2021 | $2,438,000 | +13.2% | 9,072 | +9.6% | 0.38% | +9.4% |
| Q1 2021 | $2,154,000 | +12.9% | 8,277 | -0.3% | 0.35% | +2.6% |
| Q4 2020 | $1,908,000 | +24.6% | 8,303 | +0.5% | 0.34% | +18.0% |
| Q3 2020 | $1,531,000 | +15.3% | 8,263 | +10.6% | 0.29% | +7.0% |
| Q2 2020 | $1,328,000 | – | 7,468 | – | 0.27% | – |
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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% |