ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $995,000 | +0.5% | 5,076 | -2.9% | 0.26% | -10.5% |
| Q1 2019 | $990,000 | +4.4% | 5,227 | -8.5% | 0.30% | -6.3% |
| Q4 2018 | $948,000 | -18.3% | 5,710 | -0.9% | 0.32% | -1.6% |
| Q3 2018 | $1,160,000 | -16.2% | 5,764 | -18.9% | 0.32% | -24.5% |
| Q2 2018 | $1,384,000 | -1.7% | 7,106 | -5.4% | 0.42% | -3.0% |
| Q1 2018 | $1,408,000 | +3605.3% | 7,508 | +3654.0% | 0.44% | +3269.2% |
| Q4 2017 | $38,000 | – | 200 | – | 0.01% | – |
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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% |