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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $389,000 | +6.6% | 1,890 | 0.0% | 0.16% | -3.7% |
| Q3 2019 | $365,000 | -0.5% | 1,890 | 0.0% | 0.16% | -9.9% |
| Q2 2019 | $367,000 | +2.5% | 1,890 | 0.0% | 0.18% | -6.7% |
| Q1 2019 | $358,000 | +14.0% | 1,890 | 0.0% | 0.19% | 0.0% |
| Q4 2018 | $314,000 | -17.4% | 1,890 | 0.0% | 0.19% | +4.3% |
| Q3 2018 | $380,000 | +3.3% | 1,890 | 0.0% | 0.19% | -7.0% |
| Q2 2018 | $368,000 | +4.2% | 1,890 | 0.0% | 0.20% | -18.7% |
| Q1 2018 | $353,000 | -1.7% | 1,890 | 0.0% | 0.25% | +24.9% |
| Q4 2017 | $359,000 | +5.3% | 1,890 | 0.0% | 0.20% | -1.5% |
| Q3 2017 | $341,000 | +3.3% | 1,890 | 0.0% | 0.20% | -1.0% |
| Q2 2017 | $330,000 | +21.3% | 1,890 | +18.9% | 0.20% | +2.0% |
| Q1 2017 | $272,000 | – | 1,590 | – | 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% |