ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,057,298 | -4.6% | 208,772 | -0.0% | 0.14% | -4.2% |
| Q2 2023 | $54,590,000 | +4.4% | 208,773 | -0.1% | 0.14% | -7.7% |
| Q1 2023 | $52,267,000 | +3.4% | 208,934 | +0.0% | 0.16% | +18.3% |
| Q4 2022 | $50,532,000 | +10.3% | 208,904 | 0.0% | 0.13% | -10.3% |
| Q3 2022 | $45,804,000 | -3.1% | 208,904 | 0.0% | 0.15% | +29.2% |
| Q2 2022 | $47,260,000 | -15.7% | 208,904 | +0.0% | 0.11% | +18.9% |
| Q1 2022 | $56,041,000 | -5.3% | 208,842 | -0.1% | 0.10% | +14.5% |
| Q4 2021 | $59,198,000 | +8.8% | 209,122 | +1.1% | 0.08% | -13.5% |
| Q3 2021 | $54,430,000 | 0.0% | 206,903 | +2.2% | 0.10% | -4.0% |
| Q2 2021 | $54,430,000 | +0.0% | 202,545 | -3.1% | 0.10% | -6.5% |
| Q1 2021 | $54,424,000 | +26.5% | 209,098 | +11.7% | 0.11% | +17.6% |
| Q4 2020 | $43,028,000 | +21096.1% | 187,217 | +17364.3% | 0.09% | +9000.0% |
| Q1 2019 | $203,000 | -61.7% | 1,072 | -72.3% | 0.00% | -50.0% |
| Q3 2014 | $530,000 | -3.8% | 3,864 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $551,000 | -65.9% | 3,864 | -67.2% | 0.00% | -71.4% |
| Q1 2014 | $1,615,000 | +136.8% | 11,781 | +130.6% | 0.01% | +133.3% |
| Q4 2013 | $682,000 | +7.9% | 5,108 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $632,000 | – | 5,108 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |