ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $59,603,000 | +4.4% | 306,822 | +1.8% | 2.77% | -11.4% |
| Q1 2019 | $57,104,000 | +14.4% | 301,499 | +0.3% | 3.13% | +3.8% |
| Q4 2018 | $49,903,000 | -15.3% | 300,517 | +2.7% | 3.01% | -68.0% |
| Q3 2018 | $58,928,000 | +4.6% | 292,754 | +1.2% | 9.41% | -2.0% |
| Q2 2018 | $56,352,000 | +6.4% | 289,315 | +2.5% | 9.60% | +12.2% |
| Q1 2018 | $52,968,000 | +6.9% | 282,393 | +8.2% | 8.56% | -13.4% |
| Q4 2017 | $49,540,000 | +8.6% | 261,041 | +2.4% | 9.89% | +1.2% |
| Q3 2017 | $45,605,000 | +7.1% | 254,924 | +4.2% | 9.77% | +3.7% |
| Q2 2017 | $42,562,000 | +10.0% | 244,678 | +8.3% | 9.42% | +4.8% |
| Q1 2017 | $38,691,000 | +10.7% | 225,972 | +6.9% | 8.99% | +4.4% |
| Q4 2016 | $34,962,000 | – | 211,455 | – | 8.62% | – |
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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% |