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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $10,401 | -95.2% | 43 | -94.7% | 0.01% | -93.3% |
| Q1 2022 | $217,000 | +1872.7% | 809 | +1974.4% | 0.12% | +1883.3% |
| Q4 2021 | $11,000 | – | 39 | – | 0.01% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $15,000 | -98.0% | 65 | -98.8% | 0.01% | -97.5% |
| Q1 2020 | $768,000 | -36.7% | 5,339 | -9.4% | 0.51% | -29.9% |
| Q4 2019 | $1,213,000 | +5.2% | 5,892 | -1.3% | 0.73% | +35.2% |
| Q3 2019 | $1,153,000 | +50.3% | 5,969 | +51.1% | 0.54% | +45.7% |
| Q2 2019 | $767,000 | +2.5% | 3,950 | +0.0% | 0.37% | -5.1% |
| Q1 2019 | $748,000 | +385.7% | 3,949 | +325.5% | 0.39% | +321.5% |
| Q4 2018 | $154,000 | -17.2% | 928 | +0.3% | 0.09% | -10.6% |
| Q3 2018 | $186,000 | +2.2% | 925 | +0.2% | 0.10% | -1.0% |
| Q2 2018 | $182,000 | +15.9% | 923 | +9.5% | 0.10% | +20.7% |
| Q1 2018 | $157,000 | -1.3% | 843 | +0.2% | 0.09% | -10.3% |
| Q4 2017 | $159,000 | -1.2% | 841 | -6.7% | 0.10% | -13.4% |
| Q3 2017 | $161,000 | – | 901 | – | 0.11% | – |
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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% |