ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,153,000 | +214.2% | 5,602 | +194.8% | 0.39% | +169.2% |
| Q3 2019 | $367,000 | -73.4% | 1,900 | -74.2% | 0.15% | -75.5% |
| Q1 2018 | $1,380,000 | -1.6% | 7,358 | -0.5% | 0.60% | -9.4% |
| Q4 2017 | $1,403,000 | +6.6% | 7,395 | +0.5% | 0.66% | +5.1% |
| Q3 2017 | $1,316,000 | +2.8% | 7,358 | 0.0% | 0.62% | +2.3% |
| Q2 2017 | $1,280,000 | +1.6% | 7,358 | 0.0% | 0.61% | +1.0% |
| Q1 2017 | $1,260,000 | +3.5% | 7,358 | 0.0% | 0.60% | -4.7% |
| Q4 2016 | $1,217,000 | +6.9% | 7,358 | 0.0% | 0.64% | +6.9% |
| Q3 2016 | $1,138,000 | +3.5% | 7,358 | 0.0% | 0.59% | +12.7% |
| Q2 2016 | $1,099,000 | +3.6% | 7,358 | 0.0% | 0.53% | +20.0% |
| Q1 2016 | $1,061,000 | +3.5% | 7,358 | 0.0% | 0.44% | -12.4% |
| Q4 2015 | $1,025,000 | +2.0% | 7,358 | 0.0% | 0.50% | +3.5% |
| Q3 2015 | $1,005,000 | -9.0% | 7,358 | 0.0% | 0.48% | 0.0% |
| Q2 2015 | $1,104,000 | -1.3% | 7,358 | 0.0% | 0.48% | +0.2% |
| Q1 2015 | $1,118,000 | +5.0% | 7,358 | 0.0% | 0.48% | -5.1% |
| Q4 2014 | $1,065,000 | +5.9% | 7,358 | 0.0% | 0.51% | -2.5% |
| Q3 2014 | $1,006,000 | -4.5% | 7,358 | 0.0% | 0.52% | -4.7% |
| Q2 2014 | $1,053,000 | – | 7,358 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |