ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,441 | -4.6% | 1,630 | 0.0% | 0.03% | +3.6% |
| Q2 2023 | $426,212 | +4.5% | 1,630 | 0.0% | 0.03% | +3.7% |
| Q1 2023 | $407,761 | +3.4% | 1,630 | 0.0% | 0.03% | -12.9% |
| Q4 2022 | $394,281 | +10.4% | 1,630 | 0.0% | 0.03% | +10.7% |
| Q3 2022 | $357,000 | -3.3% | 1,630 | 0.0% | 0.03% | -22.2% |
| Q2 2022 | $369,000 | -15.6% | 1,630 | 0.0% | 0.04% | -7.7% |
| Q1 2022 | $437,000 | -5.2% | 1,630 | 0.0% | 0.04% | +18.2% |
| Q4 2021 | $461,000 | +7.5% | 1,630 | 0.0% | 0.03% | +65.0% |
| Q3 2021 | $429,000 | +42.1% | 1,630 | 0.0% | 0.02% | -25.9% |
| Q3 2020 | $302,000 | +4.1% | 1,630 | 0.0% | 0.03% | -3.6% |
| Q2 2020 | $290,000 | +23.9% | 1,630 | 0.0% | 0.03% | +47.4% |
| Q1 2020 | $234,000 | -30.1% | 1,630 | 0.0% | 0.02% | -20.8% |
| Q4 2019 | $335,000 | +6.3% | 1,630 | 0.0% | 0.02% | -7.7% |
| Q3 2019 | $315,000 | -0.6% | 1,630 | 0.0% | 0.03% | -10.3% |
| Q2 2019 | $317,000 | +17.0% | 1,630 | 0.0% | 0.03% | -29.3% |
| Q4 2018 | $271,000 | -58.9% | 1,630 | -50.0% | 0.04% | -62.4% |
| Q3 2018 | $659,000 | +106.6% | 3,260 | +100.0% | 0.11% | +127.1% |
| Q2 2018 | $319,000 | -0.3% | 1,630 | -4.5% | 0.05% | -36.0% |
| Q1 2018 | $320,000 | – | 1,706 | – | 0.08% | – |
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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% |