ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $43,000 | -20.4% | 207 | -26.1% | 0.04% | -22.9% |
| Q3 2019 | $54,000 | -5.3% | 280 | -5.1% | 0.05% | -4.0% |
| Q2 2019 | $57,000 | -3.4% | 295 | -4.5% | 0.05% | +47.1% |
| Q1 2019 | $59,000 | +13.5% | 309 | -3.1% | 0.03% | -2.9% |
| Q4 2018 | $52,000 | -48.0% | 319 | -35.3% | 0.04% | -28.6% |
| Q3 2018 | $100,000 | +4.2% | 493 | +0.4% | 0.05% | 0.0% |
| Q2 2018 | $96,000 | -7.7% | 491 | -10.1% | 0.05% | -10.9% |
| Q1 2018 | $104,000 | +1.0% | 546 | +0.9% | 0.06% | -1.8% |
| Q4 2017 | $103,000 | +39.2% | 541 | +31.0% | 0.06% | +33.3% |
| Q3 2017 | $74,000 | – | 413 | – | 0.04% | – |
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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% |