ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $417,000 | +10.6% | 2,202 | -3.0% | 0.17% | -1.8% |
| Q4 2018 | $377,000 | -31.8% | 2,271 | -17.5% | 0.17% | -15.8% |
| Q3 2018 | $553,000 | +3.9% | 2,752 | +0.7% | 0.20% | +8.0% |
| Q2 2018 | $532,000 | +3.9% | 2,732 | 0.0% | 0.19% | +0.5% |
| Q1 2018 | $512,000 | -4.7% | 2,732 | -3.5% | 0.19% | -4.1% |
| Q4 2017 | $537,000 | +23.4% | 2,832 | +16.4% | 0.20% | +15.4% |
| Q3 2017 | $435,000 | +2.8% | 2,432 | 0.0% | 0.17% | -1.7% |
| Q2 2017 | $423,000 | +1.7% | 2,432 | 0.0% | 0.17% | -5.5% |
| Q1 2017 | $416,000 | +3.5% | 2,432 | 0.0% | 0.18% | -3.7% |
| Q4 2016 | $402,000 | +38.6% | 2,432 | +29.8% | 0.19% | +41.0% |
| Q3 2016 | $290,000 | +2.8% | 1,873 | -0.9% | 0.13% | -7.6% |
| Q2 2016 | $282,000 | +6.0% | 1,890 | +2.4% | 0.14% | +4.3% |
| Q1 2016 | $266,000 | +3.5% | 1,845 | 0.0% | 0.14% | +5.3% |
| Q4 2015 | $257,000 | +2.0% | 1,845 | 0.0% | 0.13% | -5.7% |
| Q3 2015 | $252,000 | -9.0% | 1,845 | 0.0% | 0.14% | +6.1% |
| Q2 2015 | $277,000 | +10.8% | 1,845 | +12.0% | 0.13% | +10.9% |
| Q1 2015 | $250,000 | – | 1,648 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 748,496 | $108,824,000 | 42.63% |
| Pachira Investments Inc. | 46,774 | $6,729,000 | 27.00% |
| Leonard Rickey Investment Advisors P.L.L.C. | 228,867 | $32,925,000 | 25.54% |
| HBC Financial Services, PLLC | 150,155 | $20,335,000 | 23.05% |
| Affiance Financial, LLC | 179,372 | $25,804,000 | 17.79% |
| Lee Financial Co | 365,578 | $52,592,000 | 17.45% |
| Millburn Ridgefield Corp | 2,025,674 | $291,413,000 | 17.42% |
| Independent Order of Foresters | 101,500 | $14,602,000 | 17.16% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,694 | $44,984,000 | 16.72% |
| LVZ, Inc. | 457,036 | $65,749,000 | 16.06% |