ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,840 | -44.5% | 1,130 | -40.3% | 0.12% | +24.2% |
| Q1 2022 | $508,000 | +89.6% | 1,894 | +100.2% | 0.10% | -4.8% |
| Q4 2021 | $268,000 | +3.1% | 946 | -4.4% | 0.10% | -8.0% |
| Q3 2021 | $260,000 | -2.3% | 990 | +0.1% | 0.11% | -3.4% |
| Q2 2021 | $266,000 | +9.9% | 989 | +6.5% | 0.12% | +0.9% |
| Q1 2021 | $242,000 | +13.1% | 929 | -0.1% | 0.12% | +12.6% |
| Q4 2020 | $214,000 | -57.3% | 930 | -4.5% | 0.10% | -65.6% |
| Q4 2019 | $501,000 | -99.8% | 974 | -11.3% | 0.30% | -99.4% |
| Q2 2019 | $213,000,000 | +103802.4% | 1,098 | +1.1% | 53.52% | +38132.1% |
| Q1 2019 | $205,000 | -5.5% | 1,086 | +0.4% | 0.14% | -4.8% |
| Q3 2018 | $217,000 | +6.4% | 1,082 | +2.9% | 0.15% | +4.3% |
| Q2 2018 | $204,000 | -2.4% | 1,051 | -4.9% | 0.14% | +4.4% |
| Q4 2017 | $209,000 | – | 1,105 | – | 0.14% | – |
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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% |