ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,220 | -4.6% | 1,200 | 0.0% | 0.08% | -7.6% |
| Q2 2023 | $313,776 | +4.5% | 1,200 | 0.0% | 0.09% | +7.0% |
| Q1 2023 | $300,192 | +103414.5% | 1,200 | 0.0% | 0.09% | -8.5% |
| Q4 2022 | $290 | -99.9% | 1,200 | 0.0% | 0.09% | +2.2% |
| Q3 2022 | $263,000 | -3.0% | 1,200 | 0.0% | 0.09% | +4.5% |
| Q2 2022 | $271,000 | -15.8% | 1,200 | 0.0% | 0.09% | -1.1% |
| Q1 2022 | $322,000 | +42.5% | 1,200 | +50.0% | 0.09% | +41.3% |
| Q4 2021 | $226,000 | +7.6% | 800 | 0.0% | 0.06% | -1.6% |
| Q3 2021 | $210,000 | -2.3% | 800 | 0.0% | 0.06% | -1.5% |
| Q2 2021 | $215,000 | +3.4% | 800 | 0.0% | 0.06% | -3.0% |
| Q1 2021 | $208,000 | +13.0% | 800 | 0.0% | 0.07% | +4.7% |
| Q4 2020 | $184,000 | +24.3% | 800 | 0.0% | 0.06% | +6.7% |
| Q3 2020 | $148,000 | +4.2% | 800 | 0.0% | 0.06% | +36.4% |
| Q2 2020 | $142,000 | -10.1% | 800 | -27.3% | 0.04% | -37.1% |
| Q1 2020 | $158,000 | -78.9% | 1,100 | -69.7% | 0.07% | -76.8% |
| Q4 2019 | $748,000 | +40.9% | 3,634 | +29.8% | 0.30% | -0.3% |
| Q3 2019 | $531,000 | -2.4% | 2,800 | 0.0% | 0.30% | -7.3% |
| Q2 2019 | $544,000 | +2.6% | 2,800 | 0.0% | 0.33% | -9.9% |
| Q1 2019 | $530,000 | +44.0% | 2,800 | +26.4% | 0.36% | +11.7% |
| Q4 2018 | $368,000 | – | 2,215 | – | 0.32% | – |
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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% |