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 | $1,070,668 | -0.0% | 4,294 | -0.1% | 0.39% | +1.0% |
| Q1 2023 | $1,070,919 | -12.7% | 4,300 | -15.3% | 0.38% | -16.7% |
| Q4 2022 | $1,227,286 | -1.1% | 5,074 | -4.5% | 0.46% | -6.5% |
| Q3 2022 | $1,241,000 | +0.2% | 5,314 | -1.8% | 0.49% | +3.1% |
| Q2 2022 | $1,238,000 | -17.7% | 5,414 | -2.8% | 0.48% | -6.4% |
| Q1 2022 | $1,505,000 | -14.7% | 5,571 | -11.4% | 0.51% | -14.2% |
| Q4 2021 | $1,764,000 | -3.4% | 6,291 | -8.4% | 0.60% | -9.8% |
| Q3 2021 | $1,826,000 | +3.0% | 6,870 | +2.7% | 0.66% | +3.8% |
| Q2 2021 | $1,772,000 | -3.2% | 6,689 | -4.9% | 0.64% | -11.3% |
| Q1 2021 | $1,831,000 | +12.7% | 7,036 | -2.0% | 0.72% | +1.8% |
| Q4 2020 | $1,625,000 | +32.3% | 7,180 | +8.3% | 0.71% | +16.5% |
| Q3 2020 | $1,228,000 | +4.3% | 6,628 | +0.1% | 0.61% | -1.6% |
| Q2 2020 | $1,177,000 | +28.6% | 6,621 | +4.2% | 0.62% | +10.4% |
| Q1 2020 | $915,000 | -30.8% | 6,357 | -1.5% | 0.56% | -12.7% |
| Q4 2019 | $1,323,000 | +6.2% | 6,451 | -1.7% | 0.64% | -2.0% |
| Q3 2019 | $1,246,000 | -6.4% | 6,560 | -3.4% | 0.65% | -4.5% |
| Q2 2019 | $1,331,000 | +1.8% | 6,789 | -1.7% | 0.68% | -0.3% |
| Q1 2019 | $1,307,000 | +4.4% | 6,903 | -1.4% | 0.68% | -2.3% |
| Q4 2018 | $1,252,000 | -11.6% | 7,002 | -3.8% | 0.70% | -8.2% |
| Q2 2018 | $1,417,000 | – | 7,276 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 853,525 | $241,616,000 | 43.44% |
| HBC Financial Services, PLLC | 154,207 | $43,652,000 | 27.70% |
| Leonard Rickey Investment Advisors P.L.L.C. | 254,516 | $72,048,000 | 26.39% |
| LVZ, Inc. | 498,297 | $141,058,000 | 18.86% |
| Harbor Group, Inc. | 110,734 | $31,346,000 | 18.67% |
| New England Professional Planning Group Inc. | 110,430 | $30,319,000 | 18.49% |
| Millburn Ridgefield Corp | 968,792 | $274,246,000 | 17.49% |
| Investments & Financial Planning, LLC | 70,663 | $18,897,000 | 16.96% |
| CJM Wealth Advisers, Ltd. | 80,136 | $22,685,027 | 16.14% |
| Bryant Woods Investment Advisors, LLC | 72,757 | $20,607,000 | 16.08% |