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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $33,000 | -42.1% | 145 | -47.7% | 0.02% | -41.4% |
| Q4 2019 | $57,000 | -78.6% | 277 | -79.9% | 0.03% | -80.4% |
| Q3 2019 | $266,000 | +3.9% | 1,376 | +4.4% | 0.15% | +8.8% |
| Q2 2019 | $256,000 | +4.5% | 1,318 | +1.8% | 0.14% | +2.3% |
| Q1 2019 | $245,000 | +20.1% | 1,295 | +5.6% | 0.13% | +9.9% |
| Q4 2018 | $204,000 | -16.0% | 1,226 | +1.4% | 0.12% | +3.4% |
| Q3 2018 | $243,000 | +3.0% | 1,209 | -0.2% | 0.12% | -0.8% |
| Q2 2018 | $236,000 | -1.7% | 1,212 | -5.5% | 0.12% | -7.1% |
| Q1 2018 | $240,000 | -9.8% | 1,282 | -8.5% | 0.13% | -4.5% |
| Q4 2017 | $266,000 | +6.0% | 1,401 | -0.1% | 0.13% | +3.1% |
| Q3 2017 | $251,000 | -1.6% | 1,403 | -4.3% | 0.13% | -4.4% |
| Q2 2017 | $255,000 | +16.4% | 1,466 | +14.8% | 0.14% | +6.3% |
| Q1 2017 | $219,000 | +2.3% | 1,277 | -1.3% | 0.13% | +1.6% |
| Q4 2016 | $214,000 | +24.4% | 1,294 | +16.2% | 0.12% | +17.9% |
| Q3 2016 | $172,000 | – | 1,114 | – | 0.11% | – |
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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% |