ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $135,397 | +18.2% | 543 | +24.0% | 0.03% | +40.0% |
| Q2 2023 | $114,528 | +4.5% | 438 | 0.0% | 0.02% | -25.9% |
| Q1 2023 | $109,570 | -15.8% | 438 | -18.6% | 0.03% | -22.9% |
| Q4 2022 | $130,137 | -4.3% | 538 | -13.2% | 0.04% | +16.7% |
| Q3 2022 | $135,941 | -3.1% | 620 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $140,263 | -10.6% | 620 | +6.0% | 0.03% | -6.2% |
| Q1 2022 | $156,979 | -5.2% | 585 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $165,602 | +59.4% | 585 | +48.1% | 0.03% | +39.1% |
| Q3 2021 | $103,913 | -9.0% | 395 | -7.1% | 0.02% | -11.5% |
| Q2 2021 | $114,210 | +3.2% | 425 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $110,619 | +45.9% | 425 | +28.8% | 0.02% | -35.9% |
| Q4 2020 | $75,844 | -50.7% | 330 | -60.2% | 0.04% | -60.6% |
| Q3 2020 | $153,807 | +4.2% | 830 | 0.0% | 0.10% | 0.0% |
| Q2 2020 | $147,591 | +23.6% | 830 | 0.0% | 0.10% | +6.5% |
| Q1 2020 | $119,404 | -4.9% | 830 | +36.1% | 0.09% | +25.7% |
| Q4 2019 | $125,550 | +6.5% | 610 | 0.0% | 0.07% | +4.2% |
| Q3 2019 | $117,870 | -0.5% | 610 | 0.0% | 0.07% | +7.6% |
| Q2 2019 | $118,499 | +2.6% | 610 | 0.0% | 0.07% | -10.8% |
| Q1 2019 | $115,534 | -99.5% | 610 | -99.6% | 0.07% | -99.6% |
| Q4 2018 | $24,269,669 | – | 146,150 | – | 17.74% | – |
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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% |