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 | $315 | -5.1% | 1,261 | -0.6% | 0.24% | -0.4% |
| Q2 2023 | $332 | +4.7% | 1,269 | +0.3% | 0.24% | +2.5% |
| Q1 2023 | $317 | +2.3% | 1,265 | -1.4% | 0.24% | -0.4% |
| Q4 2022 | $310 | -99.9% | 1,283 | -0.5% | 0.24% | +3.5% |
| Q3 2022 | $283,000 | +11.4% | 1,289 | +14.7% | 0.23% | +17.4% |
| Q2 2022 | $254,000 | -15.1% | 1,124 | +0.9% | 0.20% | -7.1% |
| Q1 2022 | $299,000 | -4.8% | 1,114 | +0.4% | 0.21% | +0.5% |
| Q4 2021 | $314,000 | +14.6% | 1,110 | +6.4% | 0.21% | +5.0% |
| Q3 2021 | $274,000 | 0.0% | 1,043 | +2.5% | 0.20% | -0.5% |
| Q2 2021 | $274,000 | +0.7% | 1,018 | -2.6% | 0.20% | -6.5% |
| Q1 2021 | $272,000 | +6.2% | 1,045 | -6.0% | 0.21% | +3.4% |
| Q4 2020 | $256,000 | +19.6% | 1,112 | -3.9% | 0.21% | +9.5% |
| Q3 2020 | $214,000 | -2.7% | 1,157 | -6.6% | 0.19% | -7.8% |
| Q2 2020 | $220,000 | -20.9% | 1,239 | -8.2% | 0.20% | -20.2% |
| Q4 2019 | $278,000 | -2.5% | 1,350 | -8.5% | 0.26% | -5.9% |
| Q3 2019 | $285,000 | 0.0% | 1,476 | +0.4% | 0.27% | -5.5% |
| Q2 2019 | $285,000 | +1.4% | 1,470 | -0.9% | 0.29% | -13.5% |
| Q1 2019 | $281,000 | +18.6% | 1,484 | +26.3% | 0.33% | +51.8% |
| Q3 2018 | $237,000 | – | 1,175 | – | 0.22% | – |
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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% |