ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 873 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $202,379 | -13.5% | 809 | -10.1% | 0.00% | 0.0% |
| Q1 2021 | $234,000 | +4.9% | 900 | -7.4% | 0.00% | 0.0% |
| Q4 2020 | $223,000 | -33.2% | 972 | -48.3% | 0.00% | -50.0% |
| Q2 2020 | $334,000 | +23.7% | 1,880 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $270,000 | -30.2% | 1,880 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $387,000 | +6.6% | 1,880 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $363,000 | -11.2% | 1,880 | -10.7% | 0.00% | -20.0% |
| Q2 2019 | $409,000 | +2.5% | 2,105 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $399,000 | +14.0% | 2,105 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $350,000 | -17.5% | 2,105 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $424,000 | +3.4% | 2,105 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $410,000 | +2.5% | 2,105 | -1.2% | 0.01% | 0.0% |
| Q1 2018 | $400,000 | -1.0% | 2,130 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $404,000 | +6.0% | 2,130 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $381,000 | +2.7% | 2,130 | 0.0% | 0.01% | +25.0% |
| Q2 2017 | $371,000 | -15.3% | 2,130 | -16.8% | 0.00% | -20.0% |
| Q1 2017 | $438,000 | +9.2% | 2,561 | +5.6% | 0.01% | 0.0% |
| Q4 2016 | $401,000 | +1.5% | 2,425 | -5.1% | 0.01% | 0.0% |
| Q3 2016 | $395,000 | +3.4% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $382,000 | +3.8% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $368,000 | +3.4% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $356,000 | +2.0% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $349,000 | -8.9% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $383,000 | -1.3% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $388,000 | +4.9% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $370,000 | – | 2,555 | – | 0.01% | – |
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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% |