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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $446,000 | -49.4% | 1,712 | -55.4% | 0.08% | -51.4% |
| Q4 2020 | $882,000 | +40.7% | 3,838 | +13.4% | 0.18% | +22.4% |
| Q3 2020 | $627,000 | +1.8% | 3,384 | -2.3% | 0.14% | -5.3% |
| Q2 2020 | $616,000 | +225.9% | 3,462 | +277.5% | 0.15% | +251.2% |
| Q4 2019 | $189,000 | -34.4% | 917 | -38.2% | 0.04% | -32.8% |
| Q2 2019 | $288,000 | -78.0% | 1,484 | -78.5% | 0.06% | -78.9% |
| Q4 2017 | $1,312,000 | +426.9% | 6,917 | +379.0% | 0.30% | +339.1% |
| Q2 2017 | $249,000 | +388.2% | 1,444 | +289.2% | 0.07% | +40.8% |
| Q3 2014 | $51,000 | – | 371 | – | 0.05% | – |
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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% |