ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,762,000 | -1.8% | 10,501 | +0.3% | 0.44% | -2.9% |
| Q2 2021 | $2,813,000 | -38.6% | 10,471 | -40.5% | 0.45% | -53.2% |
| Q1 2021 | $4,578,000 | +10.2% | 17,589 | -2.7% | 0.96% | -3.8% |
| Q4 2020 | $4,155,000 | +17.5% | 18,081 | -5.3% | 1.00% | -0.9% |
| Q3 2020 | $3,536,000 | +4.3% | 19,085 | +0.1% | 1.00% | +12.9% |
| Q2 2020 | $3,389,000 | -1.0% | 19,058 | -19.9% | 0.89% | -19.5% |
| Q1 2020 | $3,424,000 | -29.9% | 23,801 | +0.3% | 1.10% | -21.5% |
| Q4 2019 | $4,885,000 | +7.4% | 23,735 | +0.8% | 1.41% | -0.8% |
| Q3 2019 | $4,549,000 | -0.9% | 23,545 | -0.3% | 1.42% | -2.9% |
| Q2 2019 | $4,588,000 | -13.5% | 23,620 | -15.7% | 1.46% | -17.8% |
| Q1 2019 | $5,304,000 | +29.6% | 28,007 | +13.6% | 1.78% | +10.6% |
| Q4 2018 | $4,092,000 | -20.8% | 24,644 | -4.0% | 1.61% | -26.2% |
| Q3 2018 | $5,169,000 | -36.7% | 25,679 | -38.8% | 2.18% | -23.4% |
| Q2 2018 | $8,171,000 | +25.4% | 41,946 | +20.7% | 2.84% | +14.4% |
| Q1 2018 | $6,517,000 | -5.3% | 34,742 | -4.2% | 2.48% | +9.1% |
| Q4 2017 | $6,880,000 | – | 36,251 | – | 2.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |