ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,134 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $4,293,000 | -17.5% | 25,855 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $5,204,000 | +3.3% | 25,855 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $5,036,000 | +3.8% | 25,855 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $4,850,000 | -1.2% | 25,855 | 0.0% | 0.01% | -7.7% |
| Q4 2017 | $4,907,000 | +6.1% | 25,855 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $4,626,000 | +4.1% | 25,855 | 0.0% | 0.01% | -7.1% |
| Q2 2017 | $4,443,000 | -10.1% | 25,855 | -10.4% | 0.01% | -12.5% |
| Q1 2017 | $4,941,000 | +14.5% | 28,855 | +10.5% | 0.02% | 0.0% |
| Q4 2016 | $4,316,000 | +6.9% | 26,105 | 0.0% | 0.02% | +6.7% |
| Q3 2016 | $4,039,000 | +3.7% | 26,105 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $3,895,000 | +19.3% | 26,105 | +6.6% | 0.02% | +7.1% |
| Q1 2016 | $3,266,000 | -4.3% | 24,495 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $3,414,000 | +2.0% | 24,495 | 0.0% | 0.01% | -6.7% |
| Q3 2015 | $3,346,000 | -9.0% | 24,495 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $3,675,000 | +0.1% | 24,495 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $3,670,000 | +3.5% | 24,495 | 0.0% | 0.02% | -6.2% |
| Q4 2014 | $3,547,000 | +17.7% | 24,495 | +11.1% | 0.02% | +6.7% |
| Q3 2014 | $3,014,000 | – | 22,040 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |