ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,557 | +33.6% | 1,450 | +40.1% | 0.03% | +36.0% |
| Q2 2023 | $270,632 | -7.2% | 1,035 | -11.2% | 0.02% | -10.7% |
| Q1 2023 | $291,687 | +9.1% | 1,166 | +5.5% | 0.03% | -3.4% |
| Q4 2022 | $267,288 | -2.1% | 1,105 | -23.2% | 0.03% | -23.7% |
| Q1 2019 | $273,000 | +18.2% | 1,439 | +3.4% | 0.04% | 0.0% |
| Q4 2018 | $231,000 | -21.4% | 1,392 | -4.8% | 0.04% | -13.6% |
| Q3 2018 | $294,000 | +11.8% | 1,462 | +8.1% | 0.04% | +4.8% |
| Q2 2018 | $263,000 | +6.5% | 1,352 | +2.7% | 0.04% | +2.4% |
| Q1 2018 | $247,000 | -0.8% | 1,316 | +0.2% | 0.04% | -6.8% |
| Q4 2017 | $249,000 | – | 1,313 | – | 0.04% | – |
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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% |