ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $105,988 | -99.1% | 438,165 | +638.1% | 26.21% | +773.1% |
| Q4 2019 | $12,218,000 | +5.8% | 59,364 | -0.6% | 3.00% | -13.0% |
| Q3 2019 | $11,544,000 | -1.8% | 59,740 | -1.3% | 3.45% | -3.8% |
| Q2 2019 | $11,755,000 | +0.4% | 60,510 | -2.1% | 3.59% | -0.9% |
| Q1 2019 | $11,710,000 | +14.0% | 61,828 | -0.0% | 3.62% | -6.7% |
| Q4 2018 | $10,271,000 | -50.3% | 61,849 | -39.8% | 3.88% | -38.5% |
| Q3 2018 | $20,664,000 | +3.3% | 102,657 | -0.0% | 6.31% | -7.7% |
| Q2 2018 | $19,996,000 | +3.4% | 102,660 | -0.4% | 6.84% | -0.7% |
| Q1 2018 | $19,341,000 | -28.4% | 103,115 | -27.5% | 6.89% | -30.2% |
| Q4 2017 | $26,998,000 | +4.1% | 142,262 | -1.8% | 9.86% | -12.4% |
| Q3 2017 | $25,929,000 | +0.7% | 144,938 | -2.1% | 11.26% | -12.7% |
| Q2 2017 | $25,752,000 | +1.1% | 148,041 | -0.5% | 12.90% | -1.8% |
| Q1 2017 | $25,468,000 | -36.5% | 148,747 | -38.6% | 13.14% | -39.2% |
| Q4 2016 | $40,081,000 | +18.3% | 242,415 | +10.7% | 21.60% | +79.7% |
| Q3 2016 | $33,893,000 | -60.4% | 219,073 | -61.8% | 12.02% | -24.5% |
| Q2 2016 | $85,674,000 | +191.8% | 573,492 | +181.6% | 15.92% | +44.2% |
| Q1 2016 | $29,362,000 | – | 203,637 | – | 11.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |