ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $2,456,000 | +3.6% | 12,642 | +1.0% | 0.28% | +4.5% |
| Q1 2019 | $2,371,000 | +17.0% | 12,519 | +2.6% | 0.27% | +6.4% |
| Q4 2018 | $2,027,000 | -18.2% | 12,205 | -0.8% | 0.25% | -2.3% |
| Q3 2018 | $2,477,000 | -9.1% | 12,306 | -12.0% | 0.26% | -12.3% |
| Q2 2018 | $2,725,000 | -3.4% | 13,988 | -7.0% | 0.29% | -4.9% |
| Q1 2018 | $2,822,000 | +19.5% | 15,044 | +21.0% | 0.31% | +21.3% |
| Q4 2017 | $2,361,000 | +5.0% | 12,437 | -1.1% | 0.25% | +2.0% |
| Q3 2017 | $2,249,000 | +0.4% | 12,574 | -2.4% | 0.25% | +1.6% |
| Q2 2017 | $2,240,000 | +10.6% | 12,879 | +8.8% | 0.24% | +8.9% |
| Q1 2017 | $2,026,000 | +1.8% | 11,832 | -1.7% | 0.22% | -1.3% |
| Q4 2016 | $1,990,000 | +17.5% | 12,036 | +10.0% | 0.23% | 0.0% |
| Q3 2016 | $1,693,000 | +3.2% | 10,941 | -0.4% | 0.23% | +0.4% |
| Q2 2016 | $1,641,000 | -1.0% | 10,981 | -4.5% | 0.23% | -2.2% |
| Q1 2016 | $1,658,000 | -1.5% | 11,501 | -4.8% | 0.23% | -0.9% |
| Q4 2015 | $1,683,000 | -8.4% | 12,080 | -10.2% | 0.23% | -11.4% |
| Q3 2015 | $1,837,000 | +5.3% | 13,450 | +15.6% | 0.26% | +14.3% |
| Q2 2015 | $1,745,000 | +4.4% | 11,638 | +5.8% | 0.23% | +6.0% |
| Q1 2015 | $1,671,000 | -1.5% | 10,998 | -6.1% | 0.22% | -1.4% |
| Q4 2014 | $1,696,000 | +25.9% | 11,714 | +18.9% | 0.22% | -5.6% |
| Q3 2014 | $1,347,000 | -4.5% | 9,850 | -0.1% | 0.23% | -2.5% |
| Q2 2014 | $1,410,000 | +4.4% | 9,855 | +0.3% | 0.24% | -1.2% |
| Q1 2014 | $1,351,000 | +47.0% | 9,825 | +43.1% | 0.24% | +48.2% |
| Q4 2013 | $919,000 | +9.7% | 6,866 | +1.7% | 0.16% | +1.2% |
| Q3 2013 | $838,000 | – | 6,751 | – | 0.16% | – |
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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% |