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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,399,000 | +6.5% | 11,655 | 0.0% | 0.44% | -6.8% |
| Q3 2019 | $2,252,000 | -0.5% | 11,655 | 0.0% | 0.47% | -1.1% |
| Q2 2019 | $2,264,000 | +0.4% | 11,655 | -2.1% | 0.47% | -1.0% |
| Q1 2019 | $2,255,000 | +14.1% | 11,905 | 0.0% | 0.48% | -9.5% |
| Q4 2018 | $1,977,000 | -18.5% | 11,905 | -1.2% | 0.53% | +9.3% |
| Q3 2018 | $2,427,000 | +3.4% | 12,055 | 0.0% | 0.48% | -5.5% |
| Q2 2018 | $2,348,000 | +3.3% | 12,055 | -0.6% | 0.51% | -0.2% |
| Q1 2018 | $2,274,000 | -1.2% | 12,125 | 0.0% | 0.51% | -5.4% |
| Q4 2017 | $2,301,000 | +1.2% | 12,125 | -4.6% | 0.54% | -12.3% |
| Q3 2017 | $2,273,000 | +2.9% | 12,707 | 0.0% | 0.62% | +4.6% |
| Q2 2017 | $2,210,000 | +1.8% | 12,707 | +0.3% | 0.59% | +0.3% |
| Q1 2017 | $2,170,000 | +2.4% | 12,672 | -1.2% | 0.59% | -1.7% |
| Q4 2016 | $2,120,000 | +6.8% | 12,822 | -0.1% | 0.60% | +0.7% |
| Q3 2016 | $1,985,000 | +3.5% | 12,832 | 0.0% | 0.59% | +0.8% |
| Q2 2016 | $1,917,000 | -3.9% | 12,832 | -7.2% | 0.59% | -8.3% |
| Q1 2016 | $1,994,000 | +0.8% | 13,827 | -2.6% | 0.64% | +2.1% |
| Q4 2015 | $1,979,000 | -42.5% | 14,202 | -43.6% | 0.63% | -38.7% |
| Q3 2015 | $3,439,000 | -10.3% | 25,177 | -1.4% | 1.03% | +6.7% |
| Q2 2015 | $3,832,000 | -1.9% | 25,547 | -0.6% | 0.96% | +4.7% |
| Q1 2015 | $3,905,000 | +4.8% | 25,697 | -0.1% | 0.92% | -5.8% |
| Q4 2014 | $3,725,000 | +658.7% | 25,723 | +616.9% | 0.98% | +639.4% |
| Q3 2014 | $491,000 | -4.3% | 3,588 | 0.0% | 0.13% | -2.9% |
| Q2 2014 | $513,000 | +4.1% | 3,588 | 0.0% | 0.14% | -4.9% |
| Q1 2014 | $493,000 | +6.0% | 3,588 | +3.2% | 0.14% | +0.7% |
| Q4 2013 | $465,000 | +7.6% | 3,478 | 0.0% | 0.14% | +11.8% |
| Q3 2013 | $432,000 | +8.3% | 3,478 | +0.7% | 0.13% | -5.9% |
| Q2 2013 | $399,000 | – | 3,453 | – | 0.14% | – |
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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% |