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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,957,000 | +189.9% | 9,557 | +173.6% | 0.87% | +45.7% |
| Q3 2019 | $675,000 | +6.1% | 3,493 | +4.0% | 0.60% | 0.0% |
| Q2 2019 | $636,000 | +51.4% | 3,358 | +51.3% | 0.60% | +32.1% |
| Q1 2019 | $420,000 | +17.6% | 2,219 | +3.1% | 0.45% | -8.9% |
| Q4 2018 | $357,000 | +7.5% | 2,153 | +30.6% | 0.50% | +54.5% |
| Q3 2018 | $332,000 | +9.9% | 1,649 | +6.2% | 0.32% | +8.8% |
| Q2 2018 | $302,000 | +39.8% | 1,552 | +34.6% | 0.30% | +26.1% |
| Q1 2018 | $216,000 | +92.9% | 1,153 | +83.3% | 0.23% | +136.4% |
| Q3 2017 | $112,000 | +600.0% | 629 | +598.9% | 0.10% | +518.8% |
| Q2 2017 | $16,000 | – | 90 | – | 0.02% | – |
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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% |