ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,500 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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $481,132 | -54.9% | 1,736 | -59.2% | 0.18% | -59.0% |
Q3 2023 | $1,066,829 | +13235.4% | 4,259 | +15110.7% | 0.45% | +14866.7% |
Q1 2022 | $8,000 | +166.7% | 28 | +86.7% | 0.00% | +200.0% |
Q4 2020 | $3,000 | -99.2% | 15 | -99.2% | 0.00% | -99.5% |
Q4 2019 | $370,000 | +22.5% | 1,795 | +15.1% | 0.20% | +11.1% |
Q3 2019 | $302,000 | -3.5% | 1,560 | -3.1% | 0.18% | -7.2% |
Q2 2019 | $313,000 | +117.4% | 1,610 | +111.3% | 0.19% | +98.0% |
Q1 2019 | $144,000 | -17.2% | 762 | -27.2% | 0.10% | -29.0% |
Q4 2018 | $174,000 | – | 1,047 | – | 0.14% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |