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 2021 | $1,403,000 | -2.2% | 5,333 | -0.1% | 0.41% | -2.6% |
| Q2 2021 | $1,435,000 | +2.3% | 5,340 | -1.0% | 0.42% | -7.0% |
| Q1 2021 | $1,403,000 | +6.6% | 5,392 | -0.2% | 0.46% | -40.1% |
| Q4 2020 | $1,316,000 | +30.3% | 5,401 | -0.9% | 0.76% | +6.6% |
| Q3 2020 | $1,010,000 | +0.7% | 5,451 | -3.4% | 0.72% | -5.2% |
| Q2 2020 | $1,003,000 | +20.8% | 5,641 | -2.3% | 0.76% | +36.5% |
| Q1 2020 | $830,000 | -44.6% | 5,771 | -20.7% | 0.55% | -40.5% |
| Q4 2019 | $1,497,000 | +6.4% | 7,274 | -0.2% | 0.93% | -1.2% |
| Q3 2019 | $1,407,000 | -6.0% | 7,286 | -5.5% | 0.94% | -9.7% |
| Q2 2019 | $1,497,000 | +2.5% | 7,711 | 0.0% | 1.04% | -4.8% |
| Q1 2019 | $1,460,000 | +13.6% | 7,711 | -0.4% | 1.09% | -6.4% |
| Q4 2018 | $1,285,000 | – | 7,743 | – | 1.17% | – |
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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% |