ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $11,794,000 | -42.5% | 60,713 | -40.4% | 2.03% | -40.6% |
| Q3 2018 | $20,514,000 | +3.7% | 101,915 | +0.3% | 3.41% | -6.6% |
| Q2 2018 | $19,784,000 | +4.1% | 101,572 | +0.2% | 3.65% | +5.8% |
| Q1 2018 | $19,012,000 | -0.9% | 101,359 | +0.3% | 3.45% | +5.9% |
| Q4 2017 | $19,181,000 | +6.5% | 101,068 | +0.4% | 3.26% | -2.2% |
| Q3 2017 | $18,009,000 | +2.8% | 100,666 | -0.0% | 3.33% | +0.2% |
| Q2 2017 | $17,518,000 | +2.6% | 100,706 | +1.0% | 3.33% | +1.9% |
| Q1 2017 | $17,077,000 | +4.1% | 99,740 | +0.5% | 3.26% | -2.9% |
| Q4 2016 | $16,406,000 | – | 99,225 | – | 3.36% | – |
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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% |