ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,786 | -4.6% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $287,105 | +4.5% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $274,676 | +3.4% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $265,595 | +10.2% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $241,000 | -2.8% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $248,000 | -15.9% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $295,000 | -5.1% | 1,098 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $311,000 | -55.6% | 1,098 | -67.7% | 0.00% | -75.0% |
| Q4 2019 | $700,000 | +6.5% | 3,402 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $657,000 | -0.6% | 3,402 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $661,000 | +2.6% | 3,402 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $644,000 | +14.0% | 3,402 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $565,000 | -20.4% | 3,402 | -3.5% | 0.01% | -10.0% |
| Q3 2018 | $710,000 | +13.8% | 3,527 | +10.1% | 0.01% | +11.1% |
| Q2 2018 | $624,000 | +3.8% | 3,202 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $601,000 | -1.2% | 3,202 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $608,000 | +6.1% | 3,202 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $573,000 | +2.9% | 3,202 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $557,000 | +18.3% | 3,202 | +16.4% | 0.01% | +28.6% |
| Q1 2017 | $471,000 | – | 2,752 | – | 0.01% | – |
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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% |