ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $648,000 | -5.3% | 2,416 | 0.0% | 0.17% | +17.6% |
| Q4 2021 | $684,000 | +7.5% | 2,416 | 0.0% | 0.15% | -2.6% |
| Q3 2021 | $636,000 | +5.0% | 2,416 | +7.1% | 0.15% | 0.0% |
| Q2 2021 | $606,000 | +3.2% | 2,255 | 0.0% | 0.15% | -9.5% |
| Q1 2021 | $587,000 | +12.0% | 2,255 | -1.1% | 0.17% | +7.0% |
| Q4 2020 | $524,000 | +7.8% | 2,279 | -13.2% | 0.16% | -10.8% |
| Q3 2020 | $486,000 | +5.2% | 2,625 | +1.1% | 0.18% | +0.6% |
| Q2 2020 | $462,000 | -93.0% | 2,597 | -94.3% | 0.18% | -94.1% |
| Q1 2020 | $6,567,000 | -62.0% | 45,652 | -45.6% | 2.98% | -44.2% |
| Q4 2019 | $17,269,000 | +14.1% | 83,903 | +7.1% | 5.35% | +3.4% |
| Q3 2019 | $15,139,000 | +0.0% | 78,349 | +0.6% | 5.17% | -6.7% |
| Q2 2019 | $15,137,000 | +3.8% | 77,919 | +1.2% | 5.54% | +0.6% |
| Q1 2019 | $14,583,000 | +29.9% | 76,997 | +13.9% | 5.51% | +8.8% |
| Q4 2018 | $11,230,000 | +0.6% | 67,626 | +21.9% | 5.06% | +16.2% |
| Q3 2018 | $11,164,000 | +29.8% | 55,461 | +25.6% | 4.35% | +6.0% |
| Q2 2018 | $8,598,000 | +17.7% | 44,142 | +13.3% | 4.10% | +72.6% |
| Q1 2018 | $7,308,000 | +22.8% | 38,962 | +24.2% | 2.38% | +23.3% |
| Q4 2017 | $5,953,000 | – | 31,368 | – | 1.93% | – |
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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% |