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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,389,000 | +2.8% | 6,747 | -3.5% | 0.36% | +0.6% |
| Q3 2019 | $1,351,000 | -0.6% | 6,994 | 0.0% | 0.36% | -6.2% |
| Q2 2019 | $1,359,000 | -3.4% | 6,994 | -5.9% | 0.38% | -6.1% |
| Q1 2019 | $1,407,000 | +13.7% | 7,429 | -0.3% | 0.41% | +4.9% |
| Q4 2018 | $1,238,000 | -18.7% | 7,454 | -1.4% | 0.39% | -7.6% |
| Q3 2018 | $1,522,000 | +3.3% | 7,559 | -0.1% | 0.42% | -5.2% |
| Q2 2018 | $1,474,000 | +2.8% | 7,569 | -1.0% | 0.45% | +1.6% |
| Q1 2018 | $1,434,000 | -2.2% | 7,644 | -1.1% | 0.44% | +2.1% |
| Q4 2017 | $1,467,000 | +6.1% | 7,729 | 0.0% | 0.43% | +3.9% |
| Q3 2017 | $1,383,000 | +1.8% | 7,729 | -1.0% | 0.41% | -1.2% |
| Q2 2017 | $1,358,000 | +5.8% | 7,807 | +4.1% | 0.42% | +2.4% |
| Q1 2017 | $1,284,000 | +6.6% | 7,501 | +3.0% | 0.41% | +3.0% |
| Q4 2016 | $1,205,000 | +8.8% | 7,286 | +1.7% | 0.40% | +11.5% |
| Q3 2016 | $1,108,000 | +6.4% | 7,165 | +2.8% | 0.36% | +6.3% |
| Q2 2016 | $1,041,000 | -0.1% | 6,970 | -3.5% | 0.34% | -9.5% |
| Q1 2016 | $1,042,000 | -2.2% | 7,224 | -5.5% | 0.37% | -2.4% |
| Q4 2015 | $1,065,000 | +25.0% | 7,642 | +22.5% | 0.38% | +26.8% |
| Q3 2015 | $852,000 | -21.1% | 6,239 | -13.4% | 0.30% | -10.2% |
| Q2 2015 | $1,080,000 | -1.4% | 7,203 | 0.0% | 0.33% | +3.7% |
| Q1 2015 | $1,095,000 | -4.5% | 7,203 | -9.1% | 0.32% | -2.4% |
| Q4 2014 | $1,147,000 | +5.9% | 7,924 | +0.1% | 0.33% | +7.5% |
| Q3 2014 | $1,083,000 | -3.3% | 7,918 | +1.1% | 0.31% | -2.5% |
| Q2 2014 | $1,120,000 | +4.0% | 7,828 | -0.1% | 0.31% | -3.4% |
| Q1 2014 | $1,077,000 | +1.2% | 7,833 | -1.5% | 0.32% | -2.7% |
| Q4 2013 | $1,064,000 | +19.4% | 7,949 | +10.8% | 0.33% | +13.6% |
| Q3 2013 | $891,000 | +11.8% | 7,174 | +4.0% | 0.29% | +10.5% |
| Q2 2013 | $797,000 | – | 6,899 | – | 0.27% | – |
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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% |