ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 934 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.16 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,945 | -3.2% | 1,239 | +1.6% | 0.02% | 0.0% |
| Q2 2023 | $319,006 | -1.1% | 1,220 | -5.4% | 0.02% | -5.6% |
| Q1 2023 | $322,706 | -72.7% | 1,290 | -84.3% | 0.02% | -83.0% |
| Q1 2020 | $1,182,000 | -27.4% | 8,216 | +3.8% | 0.11% | -3.6% |
| Q4 2019 | $1,629,000 | +20.8% | 7,916 | +11.4% | 0.11% | +2.8% |
| Q4 2017 | $1,348,000 | +6.1% | 7,103 | 0.0% | 0.11% | +8.1% |
| Q3 2017 | $1,271,000 | +9.2% | 7,103 | +6.2% | 0.10% | +6.5% |
| Q2 2017 | $1,164,000 | +5.9% | 6,689 | +4.3% | 0.09% | +3.3% |
| Q1 2017 | $1,099,000 | – | 6,416 | – | 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% |