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 2023 | $595 | -4.6% | 2,385 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $624 | +4.5% | 2,385 | 0.0% | 0.05% | -1.8% |
| Q1 2023 | $597 | +3.5% | 2,385 | 0.0% | 0.06% | +1.9% |
| Q4 2022 | $577 | -99.9% | 2,385 | 0.0% | 0.05% | -1.8% |
| Q3 2022 | $523,000 | -3.1% | 2,385 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $540,000 | -20.6% | 2,385 | -5.9% | 0.06% | -5.2% |
| Q1 2022 | $680,000 | +13.0% | 2,535 | +19.2% | 0.06% | +11.5% |
| Q4 2021 | $602,000 | +7.5% | 2,127 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $560,000 | +14.1% | 2,127 | +16.4% | 0.05% | +18.2% |
| Q2 2021 | $491,000 | +3.2% | 1,827 | 0.0% | 0.04% | -4.3% |
| Q1 2021 | $476,000 | +13.3% | 1,827 | 0.0% | 0.05% | +2.2% |
| Q4 2020 | $420,000 | +23.9% | 1,827 | 0.0% | 0.04% | +12.5% |
| Q3 2020 | $339,000 | +4.3% | 1,827 | 0.0% | 0.04% | -2.4% |
| Q2 2020 | $325,000 | +21.3% | 1,827 | -2.0% | 0.04% | +7.9% |
| Q1 2020 | $268,000 | -28.7% | 1,864 | +2.0% | 0.04% | -2.6% |
| Q4 2019 | $376,000 | +6.5% | 1,827 | 0.0% | 0.04% | +2.6% |
| Q3 2019 | $353,000 | -0.6% | 1,827 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $355,000 | +2.6% | 1,827 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $346,000 | +14.2% | 1,827 | 0.0% | 0.04% | +5.6% |
| Q4 2018 | $303,000 | -9.6% | 1,827 | +9.7% | 0.04% | +9.1% |
| Q3 2018 | $335,000 | +3.4% | 1,665 | 0.0% | 0.03% | -2.9% |
| Q2 2018 | $324,000 | -21.4% | 1,665 | -24.1% | 0.03% | -20.9% |
| Q1 2018 | $412,000 | -1.2% | 2,195 | 0.0% | 0.04% | +2.4% |
| Q4 2017 | $417,000 | +53.3% | 2,195 | +44.6% | 0.04% | +44.8% |
| Q3 2017 | $272,000 | +3.0% | 1,518 | 0.0% | 0.03% | -3.3% |
| Q2 2017 | $264,000 | -0.4% | 1,518 | -1.8% | 0.03% | 0.0% |
| Q1 2017 | $265,000 | +5.6% | 1,546 | +1.8% | 0.03% | 0.0% |
| Q4 2016 | $251,000 | +6.8% | 1,518 | 0.0% | 0.03% | +3.4% |
| Q3 2016 | $235,000 | +3.5% | 1,518 | 0.0% | 0.03% | +7.4% |
| Q2 2016 | $227,000 | +1.3% | 1,518 | 0.0% | 0.03% | -3.6% |
| Q1 2016 | $224,000 | +6.2% | 1,518 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $211,000 | – | 1,518 | – | 0.03% | – |
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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% |