ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,550 | -25.5% | 1,077 | -21.8% | 0.12% | -22.7% |
| Q2 2023 | $360,319 | -68.9% | 1,378 | -70.2% | 0.15% | -69.9% |
| Q1 2023 | $1,157,240 | -16.1% | 4,626 | -18.9% | 0.50% | -21.7% |
| Q4 2022 | $1,379,499 | -57.6% | 5,703 | -61.6% | 0.64% | -61.0% |
| Q3 2022 | $3,254,000 | -15.3% | 14,841 | -12.6% | 1.63% | -9.5% |
| Q2 2022 | $3,844,000 | -16.2% | 16,990 | -0.6% | 1.80% | -5.3% |
| Q1 2022 | $4,585,000 | -5.1% | 17,086 | +0.1% | 1.90% | -0.1% |
| Q4 2021 | $4,832,000 | +11.9% | 17,071 | +4.1% | 1.90% | +5.4% |
| Q3 2021 | $4,317,000 | +6.6% | 16,404 | +8.9% | 1.81% | +3.6% |
| Q2 2021 | $4,048,000 | -1.5% | 15,064 | -4.6% | 1.74% | -8.9% |
| Q1 2021 | $4,109,000 | +12.4% | 15,789 | -0.8% | 1.91% | +1.1% |
| Q4 2020 | $3,656,000 | +22.9% | 15,910 | -0.9% | 1.89% | +21.6% |
| Q3 2020 | $2,974,000 | +8.0% | 16,053 | +3.6% | 1.56% | -4.4% |
| Q2 2020 | $2,754,000 | +13.6% | 15,488 | -8.1% | 1.63% | -2.0% |
| Q1 2020 | $2,425,000 | -15.2% | 16,859 | +21.4% | 1.66% | -4.2% |
| Q4 2019 | $2,858,000 | +2.5% | 13,888 | -3.8% | 1.73% | -1.8% |
| Q3 2019 | $2,789,000 | +6.6% | 14,433 | +7.1% | 1.77% | +1.8% |
| Q2 2019 | $2,617,000 | +10.7% | 13,474 | +8.0% | 1.73% | +6.6% |
| Q1 2019 | $2,363,000 | +24.9% | 12,476 | +9.5% | 1.63% | +11.1% |
| Q4 2018 | $1,892,000 | -15.6% | 11,391 | +2.3% | 1.46% | -10.9% |
| Q3 2018 | $2,242,000 | +21.8% | 11,137 | +17.8% | 1.64% | +8.7% |
| Q2 2018 | $1,841,000 | +50.5% | 9,452 | +41.5% | 1.51% | +34.9% |
| Q1 2018 | $1,223,000 | -18.6% | 6,678 | -15.6% | 1.12% | -7.7% |
| Q4 2017 | $1,502,000 | – | 7,915 | – | 1.21% | – |
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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% |