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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $137,301 | -4.6% | 551 | 0.0% | 0.05% | -9.1% |
| Q2 2023 | $143,980 | -4.5% | 551 | -8.6% | 0.06% | -19.1% |
| Q1 2023 | $150,748 | +13.2% | 603 | +9.4% | 0.07% | -17.1% |
| Q4 2022 | $133,176 | +10.1% | 551 | +0.2% | 0.08% | -8.9% |
| Q3 2022 | $121,000 | -21.4% | 550 | -19.4% | 0.09% | -26.8% |
| Q2 2022 | $154,000 | -57.9% | 682 | -50.0% | 0.12% | -52.0% |
| Q1 2022 | $366,000 | +92.6% | 1,364 | +103.0% | 0.26% | +76.6% |
| Q4 2021 | $190,000 | +1.6% | 672 | 0.0% | 0.14% | -2.7% |
| Q3 2021 | $187,000 | -3.6% | 672 | -6.8% | 0.15% | +7.2% |
| Q2 2021 | $194,000 | +3.2% | 721 | 0.0% | 0.14% | -6.1% |
| Q1 2021 | $188,000 | +13.3% | 721 | 0.0% | 0.15% | -6.3% |
| Q4 2020 | $166,000 | +4.4% | 721 | -9.0% | 0.16% | +49.1% |
| Q3 2018 | $159,000 | +3.2% | 792 | +0.1% | 0.11% | -4.5% |
| Q2 2018 | $154,000 | +40.0% | 791 | +35.0% | 0.11% | +32.1% |
| Q1 2018 | $110,000 | -4.3% | 586 | 0.0% | 0.08% | -2.3% |
| Q4 2017 | $115,000 | – | 586 | – | 0.09% | – |
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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% |