ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,531,000 | +17.5% | 7,922 | +17.7% | 3.13% | +153.5% |
| Q2 2019 | $1,303,000 | -18.8% | 6,729 | -20.7% | 1.23% | -5.1% |
| Q1 2019 | $1,605,000 | +57.2% | 8,486 | +38.1% | 1.30% | +28.7% |
| Q4 2018 | $1,021,000 | -42.6% | 6,147 | -30.5% | 1.01% | -33.7% |
| Q3 2018 | $1,778,000 | +20.2% | 8,845 | -20.5% | 1.53% | -2.7% |
| Q2 2018 | $1,479,000 | +21.4% | 11,127 | +71.5% | 1.57% | +33.4% |
| Q1 2018 | $1,218,000 | -28.6% | 6,488 | -26.1% | 1.18% | -23.7% |
| Q4 2017 | $1,706,000 | – | 8,782 | – | 1.54% | – |
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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% |