ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,726,000 | -30.1% | 12,000 | 0.0% | 0.16% | -56.9% |
| Q4 2019 | $2,470,000 | +6.5% | 12,000 | 0.0% | 0.36% | -8.1% |
| Q3 2019 | $2,319,000 | -0.5% | 12,000 | 0.0% | 0.40% | -1.5% |
| Q2 2019 | $2,331,000 | +2.6% | 12,000 | 0.0% | 0.40% | +3.6% |
| Q1 2019 | $2,273,000 | +14.0% | 12,000 | 0.0% | 0.39% | -4.7% |
| Q4 2018 | $1,993,000 | -31.8% | 12,000 | -17.4% | 0.41% | -1.2% |
| Q3 2018 | $2,923,000 | +3.4% | 14,520 | 0.0% | 0.41% | -5.7% |
| Q2 2018 | $2,828,000 | +3.8% | 14,520 | 0.0% | 0.44% | -2.9% |
| Q1 2018 | $2,724,000 | -6.0% | 14,520 | -4.9% | 0.45% | +9.8% |
| Q4 2017 | $2,898,000 | -26.7% | 15,270 | -30.9% | 0.41% | -27.7% |
| Q3 2017 | $3,954,000 | -33.3% | 22,100 | -35.2% | 0.57% | -32.2% |
| Q2 2017 | $5,932,000 | -0.8% | 34,100 | -2.3% | 0.84% | -2.3% |
| Q1 2017 | $5,977,000 | +24.1% | 34,910 | +19.8% | 0.86% | +6.2% |
| Q4 2016 | $4,818,000 | – | 29,140 | – | 0.81% | – |
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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% |