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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,658,000 | +13.3% | 6,370 | +0.0% | 0.44% | +7.8% |
| Q4 2020 | $1,464,000 | +24.3% | 6,369 | +0.2% | 0.41% | +12.4% |
| Q3 2020 | $1,178,000 | +1.4% | 6,356 | -2.7% | 0.36% | -6.2% |
| Q2 2020 | $1,162,000 | +24.4% | 6,534 | +0.6% | 0.39% | +0.3% |
| Q1 2020 | $934,000 | -28.0% | 6,492 | +2.9% | 0.39% | -13.2% |
| Q4 2019 | $1,298,000 | +6.7% | 6,307 | +0.2% | 0.45% | -1.1% |
| Q3 2019 | $1,217,000 | -0.7% | 6,297 | -0.2% | 0.45% | -1.1% |
| Q2 2019 | $1,226,000 | +2.9% | 6,310 | +0.3% | 0.46% | +2.9% |
| Q1 2019 | $1,191,000 | +14.3% | 6,289 | +0.3% | 0.44% | +2.5% |
| Q4 2018 | $1,042,000 | -17.0% | 6,273 | +0.5% | 0.43% | -2.9% |
| Q3 2018 | $1,256,000 | +3.2% | 6,240 | +0.3% | 0.44% | -4.3% |
| Q2 2018 | $1,217,000 | +7.0% | 6,222 | +0.2% | 0.46% | +1.1% |
| Q1 2018 | $1,137,000 | -3.1% | 6,208 | +0.4% | 0.46% | -5.2% |
| Q4 2017 | $1,173,000 | +6.4% | 6,183 | +0.4% | 0.48% | +1.7% |
| Q3 2017 | $1,102,000 | +3.2% | 6,158 | +0.2% | 0.48% | +0.6% |
| Q2 2017 | $1,068,000 | +0.8% | 6,143 | 0.0% | 0.47% | +1.3% |
| Q1 2017 | $1,060,000 | 0.0% | 6,143 | -0.7% | 0.47% | +0.2% |
| Q4 2016 | $1,060,000 | +11.0% | 6,185 | +0.2% | 0.47% | -38.2% |
| Q3 2016 | $955,000 | – | 6,175 | – | 0.76% | – |
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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% |