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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |