ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $426,000 | -3.0% | 1,945 | +0.3% | 0.06% | +3.6% |
| Q2 2022 | $439,000 | -15.6% | 1,939 | +0.2% | 0.06% | 0.0% |
| Q1 2022 | $520,000 | +1.4% | 1,936 | +0.2% | 0.06% | +9.8% |
| Q4 2021 | $513,000 | -3.0% | 1,933 | +0.2% | 0.05% | -7.3% |
| Q3 2021 | $529,000 | +5.0% | 1,930 | +1.6% | 0.06% | 0.0% |
| Q2 2021 | $504,000 | -2.5% | 1,900 | +0.2% | 0.06% | -14.1% |
| Q1 2021 | $517,000 | -17.7% | 1,897 | -25.3% | 0.06% | -26.4% |
| Q4 2020 | $628,000 | +21.7% | 2,541 | +0.2% | 0.09% | +10.1% |
| Q3 2020 | $516,000 | +50.0% | 2,537 | +26.7% | 0.08% | +9.7% |
| Q2 2020 | $344,000 | -2.3% | 2,002 | -18.2% | 0.07% | -25.0% |
| Q1 2020 | $352,000 | -30.2% | 2,447 | +0.0% | 0.10% | -16.5% |
| Q4 2019 | $504,000 | +5.7% | 2,446 | -0.9% | 0.12% | -6.5% |
| Q3 2019 | $477,000 | +50.5% | 2,469 | +51.5% | 0.12% | +51.9% |
| Q2 2019 | $317,000 | -32.1% | 1,630 | -33.9% | 0.08% | -36.2% |
| Q1 2019 | $467,000 | +14.5% | 2,465 | +0.1% | 0.13% | +1.6% |
| Q4 2018 | $408,000 | +20.0% | 2,463 | +41.8% | 0.12% | +28.9% |
| Q3 2018 | $340,000 | -2.3% | 1,737 | +0.2% | 0.10% | +2.1% |
| Q2 2018 | $348,000 | – | 1,734 | – | 0.10% | – |
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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% |