ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $293,734 | -4.6% | 1,178 | 0.0% | 0.14% | +5.5% |
Q2 2023 | $308,023 | +4.5% | 1,178 | 0.0% | 0.13% | +1.6% |
Q1 2023 | $294,688 | +3.4% | 1,178 | 0.0% | 0.13% | -0.8% |
Q4 2022 | $284,946 | +10.4% | 1,178 | 0.0% | 0.13% | +12.4% |
Q3 2022 | $258,000 | -3.0% | 1,178 | 0.0% | 0.11% | +9.7% |
Q2 2022 | $266,000 | -15.8% | 1,178 | 0.0% | 0.10% | +5.1% |
Q1 2022 | $316,000 | -1.6% | 1,178 | +3.8% | 0.10% | +6.5% |
Q4 2021 | $321,000 | +7.4% | 1,135 | 0.0% | 0.09% | -3.2% |
Q3 2021 | $299,000 | -2.0% | 1,135 | 0.0% | 0.10% | +1.1% |
Q2 2021 | $305,000 | +3.4% | 1,135 | 0.0% | 0.09% | -6.0% |
Q1 2021 | $295,000 | +13.0% | 1,135 | 0.0% | 0.10% | +7.5% |
Q4 2020 | $261,000 | +24.3% | 1,135 | 0.0% | 0.09% | +9.4% |
Q3 2020 | $210,000 | +4.0% | 1,135 | 0.0% | 0.08% | -5.6% |
Q2 2020 | $202,000 | -12.9% | 1,135 | 0.0% | 0.09% | -13.5% |
Q4 2019 | $232,000 | +5.9% | 1,135 | 0.0% | 0.10% | -1.9% |
Q3 2019 | $219,000 | -0.5% | 1,135 | 0.0% | 0.11% | -0.9% |
Q2 2019 | $220,000 | +2.3% | 1,135 | 0.0% | 0.11% | -0.9% |
Q1 2019 | $215,000 | +14.4% | 1,135 | 0.0% | 0.11% | -1.8% |
Q4 2018 | $188,000 | – | 1,135 | – | 0.11% | – |
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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% |