ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $271,000 | +6.3% | 1,320 | 0.0% | 0.05% | +2.0% |
| Q3 2019 | $255,000 | -0.4% | 1,320 | 0.0% | 0.05% | -3.8% |
| Q2 2019 | $256,000 | +2.4% | 1,320 | 0.0% | 0.05% | -3.6% |
| Q1 2019 | $250,000 | +14.2% | 1,320 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $219,000 | -17.7% | 1,320 | 0.0% | 0.06% | -6.8% |
| Q3 2018 | $266,000 | +3.5% | 1,320 | 0.0% | 0.06% | -1.7% |
| Q2 2018 | $257,000 | +27.9% | 1,320 | +23.2% | 0.06% | +22.4% |
| Q1 2018 | $201,000 | -1.0% | 1,071 | 0.0% | 0.05% | -2.0% |
| Q4 2017 | $203,000 | -14.7% | 1,071 | -21.8% | 0.05% | -24.2% |
| Q2 2017 | $238,000 | -29.8% | 1,370 | -45.8% | 0.07% | -42.1% |
| Q4 2013 | $339,000 | +8.0% | 2,530 | 0.0% | 0.11% | +0.9% |
| Q3 2013 | $314,000 | -9.8% | 2,530 | -16.0% | 0.11% | -13.7% |
| Q2 2013 | $348,000 | – | 3,013 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 748,496 | $108,824,000 | 42.63% |
| Pachira Investments Inc. | 46,774 | $6,729,000 | 27.00% |
| Leonard Rickey Investment Advisors P.L.L.C. | 228,867 | $32,925,000 | 25.54% |
| HBC Financial Services, PLLC | 150,155 | $20,335,000 | 23.05% |
| Affiance Financial, LLC | 179,372 | $25,804,000 | 17.79% |
| Lee Financial Co | 365,578 | $52,592,000 | 17.45% |
| Millburn Ridgefield Corp | 2,025,674 | $291,413,000 | 17.42% |
| Independent Order of Foresters | 101,500 | $14,602,000 | 17.16% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,694 | $44,984,000 | 16.72% |
| LVZ, Inc. | 457,036 | $65,749,000 | 16.06% |