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 | $697,766 | -5.0% | 2,798 | -0.4% | 0.32% | -2.8% |
| Q2 2023 | $734,325 | +1.8% | 2,808 | -2.7% | 0.32% | -2.1% |
| Q1 2023 | $721,639 | +0.2% | 2,885 | -3.1% | 0.33% | -9.8% |
| Q4 2022 | $720,226 | +10.3% | 2,977 | 0.0% | 0.37% | -2.1% |
| Q3 2022 | $653,000 | -3.0% | 2,977 | 0.0% | 0.38% | -0.3% |
| Q2 2022 | $673,000 | -32.6% | 2,977 | -20.1% | 0.38% | -22.5% |
| Q1 2022 | $999,000 | +0.7% | 3,725 | +6.3% | 0.48% | +1.5% |
| Q4 2021 | $992,000 | +8.2% | 3,505 | +0.6% | 0.48% | -4.0% |
| Q3 2021 | $917,000 | +4.3% | 3,485 | +6.5% | 0.50% | +0.6% |
| Q2 2021 | $879,000 | +78.3% | 3,271 | +72.5% | 0.50% | +63.4% |
| Q1 2021 | $493,000 | +32.5% | 1,896 | +17.2% | 0.30% | +30.6% |
| Q4 2020 | $372,000 | +30.5% | 1,618 | +5.4% | 0.23% | +41.5% |
| Q3 2020 | $285,000 | +4.4% | 1,535 | 0.0% | 0.16% | +3.1% |
| Q2 2020 | $273,000 | +23.5% | 1,535 | 0.0% | 0.16% | +10.4% |
| Q1 2020 | $221,000 | -28.2% | 1,535 | -3.8% | 0.14% | -12.7% |
| Q4 2019 | $308,000 | -6.9% | 1,595 | -4.2% | 0.16% | -5.7% |
| Q3 2019 | $331,000 | +2.5% | 1,665 | 0.0% | 0.18% | -0.6% |
| Q2 2019 | $323,000 | -1.2% | 1,665 | -2.9% | 0.18% | +91.3% |
| Q1 2019 | $327,000 | – | 1,715 | – | 0.09% | – |
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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% |