ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $621,000 | -88.6% | 4,319 | -83.6% | 0.07% | -87.3% |
| Q4 2019 | $5,425,000 | +9.6% | 26,356 | +2.8% | 0.56% | -1.4% |
| Q3 2019 | $4,952,000 | +11.6% | 25,630 | +12.2% | 0.57% | +9.1% |
| Q2 2019 | $4,436,000 | +4.1% | 22,835 | +1.5% | 0.52% | -2.3% |
| Q1 2019 | $4,260,000 | +162.3% | 22,492 | +130.1% | 0.53% | +198.3% |
| Q4 2018 | $1,624,000 | -90.0% | 9,777 | -87.8% | 0.18% | -87.9% |
| Q3 2018 | $16,169,000 | +1.7% | 80,326 | -1.5% | 1.47% | -1.0% |
| Q2 2018 | $15,891,000 | +70.9% | 81,586 | +64.6% | 1.49% | +69.6% |
| Q1 2018 | $9,296,000 | +455.6% | 49,562 | +462.2% | 0.88% | +473.2% |
| Q4 2017 | $1,673,000 | +455.8% | 8,815 | +423.8% | 0.15% | +446.4% |
| Q3 2017 | $301,000 | – | 1,683 | – | 0.03% | – |
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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% |