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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $318,000 | -38.6% | 2,385 | -4.3% | 0.11% | -27.9% |
| Q4 2019 | $518,000 | +4.0% | 2,493 | 0.0% | 0.15% | +3.5% |
| Q3 2019 | $498,000 | +2.9% | 2,493 | 0.0% | 0.14% | -0.7% |
| Q2 2019 | $484,000 | +2.5% | 2,493 | 0.0% | 0.14% | -2.7% |
| Q1 2019 | $472,000 | +18.9% | 2,493 | +4.3% | 0.15% | -34.1% |
| Q4 2018 | $397,000 | -3.9% | 2,391 | 0.0% | 0.22% | -2.6% |
| Q3 2018 | $413,000 | +8.7% | 2,391 | +22.6% | 0.23% | +2.7% |
| Q2 2018 | $380,000 | +3.8% | 1,950 | 0.0% | 0.22% | +4.2% |
| Q1 2018 | $366,000 | -1.1% | 1,950 | 0.0% | 0.21% | 0.0% |
| Q4 2017 | $370,000 | – | 1,950 | – | 0.21% | – |
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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% |