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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $285,000 | +6.3% | 1,385 | 0.0% | 0.07% | -19.6% |
| Q3 2019 | $268,000 | -0.4% | 1,385 | 0.0% | 0.09% | +15.0% |
| Q2 2019 | $269,000 | +16.5% | 1,385 | +13.6% | 0.08% | -1.2% |
| Q1 2019 | $231,000 | +11.6% | 1,219 | -2.2% | 0.08% | -1.2% |
| Q4 2018 | $207,000 | -17.5% | 1,246 | 0.0% | 0.08% | -14.6% |
| Q3 2018 | $251,000 | +6.4% | 1,246 | +2.7% | 0.10% | +1.1% |
| Q2 2018 | $236,000 | +3.5% | 1,213 | 0.0% | 0.10% | +14.5% |
| Q1 2018 | $228,000 | -1.7% | 1,213 | 0.0% | 0.08% | +12.2% |
| Q4 2017 | $232,000 | – | 1,213 | – | 0.07% | – |
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% |