ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $511,666 | -4.6% | 2,052 | 0.0% | 0.25% | +4.6% |
| Q2 2023 | $536,557 | +4.5% | 2,052 | 0.0% | 0.24% | -1.7% |
| Q1 2023 | $513,328 | +3.4% | 2,052 | 0.0% | 0.24% | -0.8% |
| Q4 2022 | $496,358 | +7.7% | 2,052 | -2.3% | 0.24% | +73.6% |
| Q3 2022 | $461,000 | -0.6% | 2,101 | +2.4% | 0.14% | -10.3% |
| Q2 2022 | $464,000 | -15.8% | 2,052 | 0.0% | 0.16% | +39.3% |
| Q1 2022 | $551,000 | -5.2% | 2,052 | 0.0% | 0.11% | -12.5% |
| Q4 2021 | $581,000 | +7.6% | 2,052 | 0.0% | 0.13% | -3.8% |
| Q3 2021 | $540,000 | -2.0% | 2,052 | 0.0% | 0.13% | +3.1% |
| Q2 2021 | $551,000 | +3.2% | 2,052 | 0.0% | 0.13% | -5.1% |
| Q1 2021 | $534,000 | +13.1% | 2,052 | 0.0% | 0.14% | +8.8% |
| Q4 2020 | $472,000 | +24.2% | 2,052 | 0.0% | 0.12% | +6.8% |
| Q3 2020 | $380,000 | +4.1% | 2,052 | 0.0% | 0.12% | -2.5% |
| Q2 2020 | $365,000 | +23.7% | 2,052 | 0.0% | 0.12% | -6.2% |
| Q1 2020 | $295,000 | -30.1% | 2,052 | 0.0% | 0.13% | -14.1% |
| Q4 2019 | $422,000 | +6.3% | 2,052 | 0.0% | 0.15% | +11.2% |
| Q3 2019 | $397,000 | -0.5% | 2,052 | 0.0% | 0.13% | +5.5% |
| Q2 2019 | $399,000 | +2.6% | 2,052 | 0.0% | 0.13% | +3.3% |
| Q1 2019 | $389,000 | +14.1% | 2,052 | 0.0% | 0.12% | +0.8% |
| Q4 2018 | $341,000 | -17.4% | 2,052 | 0.0% | 0.12% | -3.9% |
| Q3 2018 | $413,000 | +3.2% | 2,052 | 0.0% | 0.13% | +3.3% |
| Q2 2018 | $400,000 | +3.9% | 2,052 | 0.0% | 0.12% | +5.1% |
| Q1 2018 | $385,000 | -1.0% | 2,052 | 0.0% | 0.12% | -2.5% |
| Q4 2017 | $389,000 | +6.0% | 2,052 | 0.0% | 0.12% | +1.7% |
| Q3 2017 | $367,000 | +2.8% | 2,052 | 0.0% | 0.12% | -7.1% |
| Q2 2017 | $357,000 | – | 2,052 | – | 0.13% | – |
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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% |