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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $2,068,000 | +3.9% | 10,619 | 0.0% | 0.18% | -1.1% |
| Q1 2018 | $1,991,000 | -7.1% | 10,619 | -6.0% | 0.19% | -11.4% |
| Q4 2017 | $2,144,000 | +14.5% | 11,301 | +7.9% | 0.21% | +3.4% |
| Q3 2017 | $1,873,000 | +5.3% | 10,471 | +2.4% | 0.20% | +1.0% |
| Q2 2017 | $1,778,000 | +1.6% | 10,226 | 0.0% | 0.20% | -5.6% |
| Q1 2017 | $1,750,000 | +10.0% | 10,226 | +6.2% | 0.21% | +4.4% |
| Q4 2016 | $1,591,000 | – | 9,626 | – | 0.20% | – |
Download | ||||||
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% |