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. | 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% |