ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,251,986 | -7.5% | 5,021 | -3.0% | 0.44% | -5.2% |
| Q2 2023 | $1,353,682 | -4.4% | 5,177 | -8.5% | 0.46% | -7.8% |
| Q1 2023 | $1,415,405 | +2.5% | 5,658 | -0.9% | 0.50% | -1.0% |
| Q4 2022 | $1,380,708 | +8.1% | 5,708 | -2.0% | 0.51% | -5.8% |
| Q3 2022 | $1,277,000 | -11.3% | 5,826 | -23.4% | 0.54% | -50.2% |
| Q1 2019 | $1,440,000 | +12.3% | 7,602 | -1.6% | 1.08% | +9.3% |
| Q4 2018 | $1,282,000 | -22.0% | 7,723 | -5.4% | 0.99% | -22.0% |
| Q3 2018 | $1,643,000 | +2.8% | 8,161 | -0.5% | 1.27% | -11.2% |
| Q2 2018 | $1,598,000 | +3.7% | 8,205 | -0.1% | 1.43% | +6.9% |
| Q1 2018 | $1,541,000 | -4.5% | 8,217 | -4.0% | 1.33% | -12.2% |
| Q4 2017 | $1,613,000 | – | 8,563 | – | 1.52% | – |
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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% |