ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,278,597 | -1.5% | 5,128 | +3.3% | 0.62% | -0.8% |
| Q2 2023 | $1,297,844 | +5.1% | 4,963 | +0.5% | 0.62% | -4.0% |
| Q1 2023 | $1,235,141 | +5.6% | 4,937 | +2.0% | 0.65% | -4.1% |
| Q4 2022 | $1,170,174 | +7.4% | 4,838 | -2.7% | 0.68% | +9.9% |
| Q3 2022 | $1,090,000 | -0.9% | 4,971 | +2.2% | 0.62% | +3.5% |
| Q2 2022 | $1,100,000 | -14.3% | 4,864 | +1.7% | 0.59% | +11.0% |
| Q1 2022 | $1,283,000 | -4.0% | 4,782 | +1.3% | 0.54% | -0.7% |
| Q4 2021 | $1,337,000 | +11.2% | 4,722 | +3.4% | 0.54% | +2.3% |
| Q3 2021 | $1,202,000 | -5.0% | 4,567 | -3.0% | 0.53% | -8.7% |
| Q2 2021 | $1,265,000 | +7.1% | 4,707 | +3.7% | 0.58% | -1.9% |
| Q1 2021 | $1,181,000 | +8.8% | 4,537 | -4.0% | 0.59% | -0.5% |
| Q4 2020 | $1,085,000 | +27.6% | 4,724 | +2.9% | 0.59% | +11.1% |
| Q3 2020 | $850,000 | +5.6% | 4,590 | +1.3% | 0.53% | -14.1% |
| Q2 2020 | $805,000 | +20.9% | 4,529 | -2.3% | 0.62% | -6.6% |
| Q1 2020 | $666,000 | -31.6% | 4,636 | -2.1% | 0.66% | -19.6% |
| Q4 2019 | $974,000 | +7.4% | 4,736 | +0.9% | 0.82% | +0.4% |
| Q3 2019 | $907,000 | +0.1% | 4,695 | +0.6% | 0.82% | -4.9% |
| Q2 2019 | $906,000 | +2.0% | 4,667 | -0.5% | 0.86% | -3.6% |
| Q1 2019 | $888,000 | +13.3% | 4,692 | -0.0% | 0.90% | +2.3% |
| Q4 2018 | $784,000 | – | 4,694 | – | 0.88% | – |
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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% |