ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,175 | -2.4% | 1,753 | +1.8% | 0.07% | -4.2% |
| Q2 2023 | $450,155 | +84.3% | 1,722 | +76.4% | 0.07% | +10.8% |
| Q1 2023 | $244,230 | +14.3% | 976 | +10.5% | 0.06% | -21.7% |
| Q4 2022 | $213,659 | +10.1% | 883 | 0.0% | 0.08% | -5.7% |
| Q3 2022 | $194,000 | -3.0% | 883 | 0.0% | 0.09% | -5.4% |
| Q2 2022 | $200,000 | +9.9% | 883 | +30.2% | 0.09% | +31.0% |
| Q1 2022 | $182,000 | +2500.0% | 678 | +1595.0% | 0.07% | +914.3% |
| Q2 2020 | $7,000 | -93.0% | 40 | -94.3% | 0.01% | -91.1% |
| Q1 2020 | $100,000 | -77.6% | 697 | -67.9% | 0.08% | -70.7% |
| Q4 2019 | $446,000 | – | 2,169 | – | 0.27% | – |
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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% |