ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $115,000 | +12.7% | 444 | 0.0% | 0.10% | +5.3% |
| Q4 2020 | $102,000 | +24.4% | 444 | 0.0% | 0.09% | +20.5% |
| Q3 2020 | $82,000 | +5.1% | 444 | 0.0% | 0.08% | +32.2% |
| Q2 2020 | $78,000 | +23.8% | 444 | 0.0% | 0.06% | +7.3% |
| Q1 2020 | $63,000 | -30.8% | 444 | 0.0% | 0.06% | -11.3% |
| Q4 2019 | $91,000 | +7.1% | 444 | 0.0% | 0.06% | +6.9% |
| Q3 2019 | $85,000 | -1.2% | 444 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $86,000 | +2.4% | 444 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $84,000 | +15.1% | 444 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $73,000 | -7.6% | 444 | 0.0% | 0.06% | -6.2% |
| Q3 2017 | $79,000 | +29.5% | 444 | 0.0% | 0.06% | +12.3% |
| Q3 2015 | $61,000 | -9.0% | 444 | 0.0% | 0.06% | -10.9% |
| Q2 2015 | $67,000 | – | 444 | – | 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% |