ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,754,470 | +18.7% | 14,460 | +11.4% | 2.28% | +14.6% |
| Q1 2023 | $3,163,808 | -3.1% | 12,978 | -0.5% | 1.99% | -7.0% |
| Q4 2022 | $3,265,535 | +5731.3% | 13,039 | +4427.4% | 2.14% | +5252.5% |
| Q2 2019 | $56,000 | +3.7% | 288 | +0.7% | 0.04% | 0.0% |
| Q1 2019 | $54,000 | +14.9% | 286 | +0.4% | 0.04% | -45.9% |
| Q4 2018 | $47,000 | -17.5% | 285 | +0.7% | 0.07% | +100.0% |
| Q3 2018 | $57,000 | +7.5% | 283 | +0.4% | 0.04% | -7.5% |
| Q2 2018 | $53,000 | – | 282 | – | 0.04% | – |
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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% |