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 | $387,739 | -4.6% | 1,555 | 0.0% | 0.04% | -13.5% |
| Q2 2023 | $406,601 | +4.5% | 1,555 | 0.0% | 0.05% | -3.7% |
| Q1 2023 | $388,999 | +189655.6% | 1,555 | +83.2% | 0.05% | +80.0% |
| Q4 2022 | $205 | -99.9% | 849 | 0.0% | 0.03% | +11.1% |
| Q3 2022 | $186,000 | -3.1% | 849 | 0.0% | 0.03% | -12.9% |
| Q2 2022 | $192,000 | -15.8% | 849 | 0.0% | 0.03% | -3.1% |
| Q1 2022 | $228,000 | -14.9% | 849 | -10.4% | 0.03% | -13.5% |
| Q4 2021 | $268,000 | -40.0% | 948 | -44.2% | 0.04% | -45.6% |
| Q3 2021 | $447,000 | +78.8% | 1,699 | +82.9% | 0.07% | +78.9% |
| Q2 2021 | $250,000 | +3.3% | 929 | 0.0% | 0.04% | -2.6% |
| Q1 2021 | $242,000 | +13.1% | 929 | 0.0% | 0.04% | +5.4% |
| Q4 2020 | $214,000 | +24.4% | 929 | 0.0% | 0.04% | +8.8% |
| Q3 2020 | $172,000 | +4.2% | 929 | 0.0% | 0.03% | -2.9% |
| Q2 2020 | $165,000 | -29.2% | 929 | -17.9% | 0.04% | -36.4% |
| Q4 2019 | $233,000 | +6.4% | 1,131 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $219,000 | -0.5% | 1,131 | 0.0% | 0.06% | -3.5% |
| Q2 2019 | $220,000 | +2.8% | 1,131 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $214,000 | -7.4% | 1,131 | -1.4% | 0.06% | -6.5% |
| Q3 2018 | $231,000 | +3.6% | 1,147 | 0.0% | 0.06% | -3.1% |
| Q2 2018 | $223,000 | +5.2% | 1,147 | +1.4% | 0.06% | 0.0% |
| Q1 2018 | $212,000 | -1.4% | 1,131 | 0.0% | 0.06% | +1.6% |
| Q4 2017 | $215,000 | – | 1,131 | – | 0.06% | – |
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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% |