ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,024,829 | -11.2% | 4,110 | -6.8% | 0.09% | -3.1% |
| Q2 2023 | $1,153,650 | +4.5% | 4,412 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $1,103,706 | -6.1% | 4,412 | -2.0% | 0.10% | -4.9% |
| Q4 2022 | $1,175,544 | +17.2% | 4,504 | -1.6% | 0.10% | -1.0% |
| Q3 2022 | $1,003,000 | -3.1% | 4,576 | 0.0% | 0.10% | +2.0% |
| Q2 2022 | $1,035,000 | -15.6% | 4,576 | 0.0% | 0.10% | -4.7% |
| Q1 2022 | $1,227,000 | -4.9% | 4,576 | +0.4% | 0.11% | -2.8% |
| Q4 2021 | $1,290,000 | +6.8% | 4,559 | -0.8% | 0.11% | 0.0% |
| Q3 2021 | $1,208,000 | -1.9% | 4,595 | +0.2% | 0.11% | -4.4% |
| Q2 2021 | $1,231,000 | +0.5% | 4,584 | -2.7% | 0.11% | -5.8% |
| Q1 2021 | $1,225,000 | +84.8% | 4,709 | +63.1% | 0.12% | +21.0% |
| Q4 2020 | $663,000 | -31.5% | 2,887 | -44.8% | 0.10% | -13.8% |
| Q3 2020 | $968,000 | -99.9% | 5,226 | +6.3% | 0.12% | +4.5% |
| Q2 2020 | $874,340,000 | +129240.2% | 4,917 | +4.6% | 0.11% | +7.8% |
| Q1 2020 | $676,000 | -30.3% | 4,702 | -0.3% | 0.10% | -17.6% |
| Q4 2019 | $970,000 | +9.1% | 4,717 | 0.0% | 0.12% | +1.6% |
| Q3 2019 | $889,000 | -2.7% | 4,717 | +0.2% | 0.12% | -3.9% |
| Q2 2019 | $914,000 | -1.9% | 4,707 | -4.4% | 0.13% | -6.6% |
| Q1 2019 | $932,000 | – | 4,925 | – | 0.14% | – |
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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% |