ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $278,500,000 | +13.2% | 1,070 | 0.0% | 0.04% | +8.6% |
| Q4 2020 | $245,918,000 | +105899.1% | 1,070 | -5.2% | 0.04% | +2.9% |
| Q4 2019 | $232,000 | +12.1% | 1,129 | +5.5% | 0.03% | +6.2% |
| Q3 2019 | $207,000 | -0.5% | 1,070 | 0.0% | 0.03% | -3.0% |
| Q2 2019 | $208,000 | +2.5% | 1,070 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $203,000 | -5.6% | 1,070 | 0.0% | 0.03% | -2.9% |
| Q3 2018 | $215,000 | -14.3% | 1,070 | -16.9% | 0.04% | -14.6% |
| Q2 2018 | $251,000 | -22.3% | 1,287 | -25.2% | 0.04% | -21.2% |
| Q1 2018 | $323,000 | -1.2% | 1,720 | -0.1% | 0.05% | +4.0% |
| Q4 2017 | $327,000 | – | 1,721 | – | 0.05% | – |
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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% |