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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,539,000 | -17.6% | 11,222 | -2.2% | 0.82% | -4.1% |
| Q1 2022 | $3,080,000 | -4.0% | 11,480 | +1.3% | 0.86% | -1.8% |
| Q4 2021 | $3,208,000 | +7.1% | 11,333 | -0.5% | 0.87% | -1.8% |
| Q3 2021 | $2,995,000 | -1.7% | 11,387 | +0.4% | 0.89% | -2.4% |
| Q2 2021 | $3,048,000 | +2.1% | 11,344 | -1.1% | 0.91% | -3.1% |
| Q1 2021 | $2,984,000 | +21.4% | 11,465 | +7.2% | 0.94% | +8.5% |
| Q4 2020 | $2,458,000 | +22.6% | 10,694 | -1.1% | 0.87% | +11.3% |
| Q3 2020 | $2,005,000 | -10.9% | 10,817 | -14.5% | 0.78% | -18.1% |
| Q2 2020 | $2,250,000 | +14.5% | 12,656 | -7.3% | 0.95% | -5.1% |
| Q1 2020 | $1,965,000 | -30.3% | 13,659 | -0.3% | 1.00% | -3.5% |
| Q4 2019 | $2,820,000 | -1.7% | 13,703 | -7.7% | 1.04% | -7.6% |
| Q3 2019 | $2,868,000 | -1.0% | 14,841 | -0.5% | 1.12% | -0.5% |
| Q2 2019 | $2,898,000 | +5.6% | 14,918 | +2.9% | 1.13% | +5.0% |
| Q1 2019 | $2,745,000 | +17.5% | 14,493 | +2.9% | 1.08% | +2.3% |
| Q4 2018 | $2,337,000 | -14.8% | 14,079 | +3.3% | 1.05% | +0.8% |
| Q3 2018 | $2,744,000 | +2.7% | 13,634 | -0.6% | 1.04% | -4.5% |
| Q2 2018 | $2,673,000 | +3.2% | 13,722 | -0.6% | 1.09% | +5.9% |
| Q1 2018 | $2,590,000 | -3.4% | 13,808 | -2.3% | 1.03% | +5.1% |
| Q4 2017 | $2,681,000 | -5.2% | 14,127 | -10.7% | 0.98% | -8.4% |
| Q3 2017 | $2,829,000 | +43.4% | 15,812 | +21.8% | 1.07% | -2.6% |
| Q1 2015 | $1,973,000 | +22.2% | 12,978 | +16.4% | 1.10% | +27.6% |
| Q4 2014 | $1,615,000 | +17.5% | 11,151 | +10.9% | 0.86% | +16.3% |
| Q3 2014 | $1,375,000 | -9.1% | 10,051 | -4.9% | 0.74% | -8.9% |
| Q2 2014 | $1,513,000 | +23.6% | 10,571 | +18.8% | 0.81% | +11.5% |
| Q1 2014 | $1,224,000 | +0.7% | 8,899 | -2.1% | 0.73% | +10.5% |
| Q4 2013 | $1,216,000 | +16.1% | 9,088 | +7.7% | 0.66% | +5.1% |
| Q3 2013 | $1,047,000 | +6.1% | 8,437 | -1.3% | 0.63% | +16.1% |
| Q2 2013 | $987,000 | – | 8,545 | – | 0.54% | – |
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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% |