ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $259,000 | -0.4% | 1,338 | 0.0% | 0.08% | +1.2% |
| Q2 2019 | $260,000 | -65.7% | 1,338 | -66.6% | 0.08% | -62.0% |
| Q1 2019 | $759,000 | -9.6% | 4,009 | -20.8% | 0.22% | -32.3% |
| Q4 2018 | $840,000 | +20.3% | 5,059 | +45.9% | 0.32% | +34.0% |
| Q3 2018 | $698,000 | +34.5% | 3,467 | +30.2% | 0.24% | +19.0% |
| Q2 2018 | $519,000 | -1.1% | 2,663 | -4.8% | 0.20% | -3.4% |
| Q1 2018 | $525,000 | – | 2,797 | – | 0.21% | – |
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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% |