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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $231,000 | -30.4% | 1,604 | -0.5% | 0.09% | -13.0% |
| Q4 2019 | $332,000 | +6.8% | 1,612 | 0.0% | 0.11% | +3.8% |
| Q3 2019 | $311,000 | -0.6% | 1,612 | 0.0% | 0.10% | -2.8% |
| Q2 2019 | $313,000 | +2.6% | 1,612 | 0.0% | 0.11% | +0.9% |
| Q1 2019 | $305,000 | +6.6% | 1,612 | -6.4% | 0.11% | -7.0% |
| Q4 2018 | $286,000 | -34.4% | 1,723 | -20.4% | 0.11% | -36.0% |
| Q3 2018 | $436,000 | +3.3% | 2,164 | 0.0% | 0.18% | -5.8% |
| Q2 2018 | $422,000 | +3.9% | 2,164 | 0.0% | 0.19% | +2.2% |
| Q1 2018 | $406,000 | -5.4% | 2,164 | -4.2% | 0.18% | -6.1% |
| Q4 2017 | $429,000 | – | 2,260 | – | 0.20% | – |
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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% |