ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 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% | – |
Download | ||||||
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% |