ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,341 | +6.5% | 306 | +11.7% | 0.01% | +14.3% |
| Q2 2023 | $71,688 | +3.1% | 274 | -1.4% | 0.01% | -12.5% |
| Q1 2023 | $69,529 | +5.0% | 278 | +1.5% | 0.01% | 0.0% |
| Q4 2022 | $66,192 | +1.8% | 274 | -8.1% | 0.01% | -11.1% |
| Q3 2022 | $65,000 | -1.5% | 298 | +2.4% | 0.01% | -18.2% |
| Q2 2022 | $66,000 | +153.8% | 291 | +193.9% | 0.01% | +175.0% |
| Q1 2022 | $26,000 | +30.0% | 99 | +43.5% | 0.00% | +33.3% |
| Q4 2021 | $20,000 | -16.7% | 69 | -25.0% | 0.00% | -40.0% |
| Q3 2021 | $24,000 | -51.0% | 92 | -50.0% | 0.01% | -54.5% |
| Q2 2021 | $49,000 | +133.3% | 184 | +124.4% | 0.01% | +83.3% |
| Q1 2021 | $21,000 | +10.5% | 82 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $19,000 | -9.5% | 82 | -28.1% | 0.01% | -33.3% |
| Q3 2020 | $21,000 | +5.0% | 114 | +0.9% | 0.01% | -10.0% |
| Q2 2020 | $20,000 | -33.3% | 113 | -46.4% | 0.01% | -47.4% |
| Q1 2020 | $30,000 | +36.4% | 211 | +101.0% | 0.02% | +46.2% |
| Q4 2019 | $22,000 | +57.1% | 105 | +43.8% | 0.01% | +44.4% |
| Q3 2019 | $14,000 | 0.0% | 73 | +1.4% | 0.01% | -10.0% |
| Q2 2019 | $14,000 | -39.1% | 72 | -40.5% | 0.01% | -44.4% |
| Q1 2019 | $23,000 | +15.0% | 121 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $20,000 | – | 121 | – | 0.02% | – |
Download | ||||||
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% |