ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $7,000 | +16.7% | 40 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 40 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $8,000 | 0.0% | 40 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 40 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 40 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 40 | 0.0% | 0.01% | +25.0% |
| Q4 2018 | $7,000 | -12.5% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | -20.0% | 40 | -27.3% | 0.00% | -20.0% |
| Q4 2017 | $10,000 | -52.4% | 55 | -52.2% | 0.01% | -54.5% |
| Q3 2017 | $21,000 | -76.7% | 115 | -77.9% | 0.01% | -74.4% |
| Q2 2017 | $90,000 | +26.8% | 520 | +25.3% | 0.04% | +10.3% |
| Q1 2017 | $71,000 | +10.9% | 415 | +6.4% | 0.04% | +18.2% |
| Q4 2016 | $64,000 | +6.7% | 390 | 0.0% | 0.03% | +3.1% |
| Q3 2016 | $60,000 | +1.7% | 390 | -1.3% | 0.03% | -3.0% |
| Q2 2016 | $59,000 | -25.3% | 395 | -27.5% | 0.03% | -21.4% |
| Q1 2016 | $79,000 | – | 545 | – | 0.04% | – |
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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% |