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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,086,489 | +129.3% | 12,760 | +107.9% | 0.27% | +111.7% |
| Q3 2022 | $1,346,000 | -25.4% | 6,138 | -23.0% | 0.13% | -23.8% |
| Q2 2022 | $1,804,000 | +57.7% | 7,974 | +87.1% | 0.17% | +69.7% |
| Q1 2022 | $1,144,000 | -2.6% | 4,263 | +2.7% | 0.10% | -25.6% |
| Q4 2021 | $1,175,000 | +4.4% | 4,151 | -3.0% | 0.13% | +19.8% |
| Q3 2021 | $1,126,000 | -5.9% | 4,281 | -3.8% | 0.11% | -11.9% |
| Q2 2021 | $1,196,000 | +2.6% | 4,449 | -0.7% | 0.13% | -6.7% |
| Q1 2021 | $1,166,000 | +6.4% | 4,482 | -6.0% | 0.14% | -3.6% |
| Q4 2020 | $1,096,000 | +19.5% | 4,768 | -3.6% | 0.14% | +0.7% |
| Q3 2020 | $917,000 | -3.7% | 4,946 | -7.7% | 0.14% | -15.8% |
| Q2 2020 | $952,000 | +54.3% | 5,356 | +24.9% | 0.16% | +18.7% |
| Q1 2020 | $617,000 | -16.4% | 4,289 | +19.6% | 0.14% | -0.7% |
| Q4 2019 | $738,000 | +5.7% | 3,587 | -0.7% | 0.14% | -6.7% |
| Q3 2019 | $698,000 | -9.2% | 3,613 | -8.8% | 0.15% | -12.8% |
| Q2 2019 | $769,000 | +223.1% | 3,961 | +215.1% | 0.17% | +160.6% |
| Q1 2019 | $238,000 | +1300.0% | 1,257 | +1157.0% | 0.07% | +633.3% |
| Q4 2018 | $17,000 | -93.1% | 100 | -91.8% | 0.01% | -88.3% |
| Q3 2018 | $246,000 | +3.8% | 1,221 | +0.2% | 0.08% | -8.3% |
| Q2 2018 | $237,000 | +3.5% | 1,219 | 0.0% | 0.08% | -3.4% |
| Q1 2018 | $229,000 | 0.0% | 1,219 | +0.9% | 0.09% | -3.3% |
| Q4 2017 | $229,000 | – | 1,208 | – | 0.09% | – |
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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% |