ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,126,000 | -2.3% | 4,281 | -0.2% | 0.06% | -4.4% |
| Q2 2021 | $1,153,000 | +3.3% | 4,290 | +0.0% | 0.07% | -2.9% |
| Q1 2021 | $1,116,000 | +7.3% | 4,289 | -5.2% | 0.07% | +4.5% |
| Q4 2020 | $1,040,000 | +12.3% | 4,523 | -9.5% | 0.07% | -2.9% |
| Q3 2020 | $926,000 | +8.6% | 4,999 | +4.2% | 0.07% | +3.0% |
| Q2 2020 | $853,000 | +39.6% | 4,798 | +12.9% | 0.07% | +11.7% |
| Q1 2020 | $611,000 | -29.0% | 4,248 | +1.6% | 0.06% | -20.0% |
| Q4 2019 | $861,000 | +4.6% | 4,181 | -1.8% | 0.08% | +1.4% |
| Q3 2019 | $823,000 | -1.1% | 4,258 | -0.6% | 0.07% | -6.3% |
| Q2 2019 | $832,000 | +1.7% | 4,284 | -0.9% | 0.08% | -1.2% |
| Q1 2019 | $818,000 | +12.2% | 4,321 | -1.6% | 0.08% | 0.0% |
| Q4 2018 | $729,000 | -16.0% | 4,390 | +1.8% | 0.08% | -2.4% |
| Q3 2018 | $868,000 | +0.9% | 4,314 | -2.2% | 0.08% | -4.7% |
| Q2 2018 | $860,000 | +7.5% | 4,413 | +3.5% | 0.09% | +1.2% |
| Q1 2018 | $800,000 | +42.1% | 4,265 | +43.9% | 0.08% | +46.6% |
| Q4 2017 | $563,000 | +6.2% | 2,964 | +0.0% | 0.06% | -1.7% |
| Q3 2017 | $530,000 | -5.2% | 2,963 | -7.8% | 0.06% | -11.9% |
| Q2 2017 | $559,000 | +1.6% | 3,214 | 0.0% | 0.07% | -2.9% |
| Q1 2017 | $550,000 | +6.4% | 3,214 | +2.8% | 0.07% | 0.0% |
| Q4 2016 | $517,000 | +15.1% | 3,127 | +7.8% | 0.07% | +9.5% |
| Q3 2016 | $449,000 | +3.5% | 2,902 | 0.0% | 0.06% | +3.3% |
| Q2 2016 | $434,000 | -4.4% | 2,902 | -7.9% | 0.06% | -9.0% |
| Q1 2016 | $454,000 | +8.6% | 3,152 | +5.0% | 0.07% | +3.1% |
| Q4 2015 | $418,000 | +0.5% | 3,002 | -1.3% | 0.06% | -4.4% |
| Q3 2015 | $416,000 | -14.4% | 3,043 | -6.1% | 0.07% | -10.5% |
| Q2 2015 | $486,000 | -1.4% | 3,241 | 0.0% | 0.08% | -1.3% |
| Q1 2015 | $493,000 | +4.7% | 3,241 | -0.4% | 0.08% | +5.5% |
| Q4 2014 | $471,000 | -47.4% | 3,253 | -49.3% | 0.07% | +4.3% |
| Q3 2014 | $896,000 | +105.5% | 6,413 | +110.3% | 0.07% | +2.9% |
| Q2 2014 | $436,000 | +4.1% | 3,050 | 0.0% | 0.07% | 0.0% |
| Q1 2014 | $419,000 | +2.7% | 3,050 | 0.0% | 0.07% | +1.5% |
| Q4 2013 | $408,000 | +6.2% | 3,050 | -1.5% | 0.07% | -2.9% |
| Q3 2013 | $384,000 | -3.5% | 3,096 | -10.3% | 0.07% | -8.0% |
| Q2 2013 | $398,000 | – | 3,450 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 748,496 | $108,824,000 | 42.63% |
| Pachira Investments Inc. | 46,774 | $6,729,000 | 27.00% |
| Leonard Rickey Investment Advisors P.L.L.C. | 228,867 | $32,925,000 | 25.54% |
| HBC Financial Services, PLLC | 150,155 | $20,335,000 | 23.05% |
| Affiance Financial, LLC | 179,372 | $25,804,000 | 17.79% |
| Lee Financial Co | 365,578 | $52,592,000 | 17.45% |
| Millburn Ridgefield Corp | 2,025,674 | $291,413,000 | 17.42% |
| Independent Order of Foresters | 101,500 | $14,602,000 | 17.16% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,694 | $44,984,000 | 16.72% |
| LVZ, Inc. | 457,036 | $65,749,000 | 16.06% |