ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $7,180,000 | +3.8% | 37,158 | +4.3% | 0.24% | +2.6% |
| Q2 2019 | $6,919,000 | +4.5% | 35,618 | +1.9% | 0.23% | +1.3% |
| Q1 2019 | $6,621,000 | +21.4% | 34,958 | +6.4% | 0.23% | +5.0% |
| Q4 2018 | $5,454,000 | -17.5% | 32,846 | 0.0% | 0.22% | 0.0% |
| Q3 2018 | $6,611,000 | +8.0% | 32,846 | +4.5% | 0.22% | +3.8% |
| Q2 2018 | $6,123,000 | +7.1% | 31,438 | +3.2% | 0.21% | +4.5% |
| Q1 2018 | $5,715,000 | -1.2% | 30,470 | 0.0% | 0.20% | -1.0% |
| Q4 2017 | $5,783,000 | +1.0% | 30,470 | -4.8% | 0.20% | -3.3% |
| Q3 2017 | $5,727,000 | +2.3% | 32,010 | -0.5% | 0.21% | +2.4% |
| Q2 2017 | $5,599,000 | +1.6% | 32,186 | 0.0% | 0.20% | -1.4% |
| Q1 2017 | $5,511,000 | +7.5% | 32,186 | +3.8% | 0.21% | -3.7% |
| Q4 2016 | $5,125,000 | – | 30,998 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |