ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 944 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $742,000 | +16.3% | 4,171 | -6.0% | 0.29% | -5.3% |
| Q1 2020 | $638,000 | -39.7% | 4,436 | -13.7% | 0.30% | -29.3% |
| Q4 2019 | $1,058,000 | +17.4% | 5,141 | +10.3% | 0.43% | +8.6% |
| Q3 2019 | $901,000 | +10.3% | 4,661 | +10.9% | 0.40% | +11.9% |
| Q2 2019 | $817,000 | +88.2% | 4,204 | +83.4% | 0.35% | +89.3% |
| Q1 2019 | $434,000 | -10.3% | 2,292 | -4.3% | 0.19% | +10.7% |
| Q3 2018 | $484,000 | +4.1% | 2,395 | +0.7% | 0.17% | -0.6% |
| Q2 2018 | $465,000 | +8.1% | 2,379 | +3.8% | 0.17% | +14.9% |
| Q1 2018 | $430,000 | +56.9% | 2,291 | +58.4% | 0.15% | +45.1% |
| Q4 2017 | $274,000 | +9.2% | 1,446 | +3.0% | 0.10% | -1.9% |
| Q3 2017 | $251,000 | +17.8% | 1,404 | +14.7% | 0.10% | +8.3% |
| Q2 2017 | $213,000 | – | 1,224 | – | 0.10% | – |
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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% |