ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $919,000 | +79.8% | 4,729 | +75.2% | 0.02% | +72.7% |
| Q1 2019 | $511,000 | +0.8% | 2,699 | -11.7% | 0.01% | -21.4% |
| Q4 2018 | $507,000 | -23.3% | 3,056 | -6.9% | 0.01% | +7.7% |
| Q3 2018 | $661,000 | +3.3% | 3,284 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $640,000 | -18.4% | 3,284 | -21.5% | 0.01% | -22.2% |
| Q1 2018 | $784,000 | -2.4% | 4,182 | -1.1% | 0.02% | 0.0% |
| Q4 2017 | $803,000 | +3.1% | 4,230 | -2.8% | 0.02% | -5.3% |
| Q3 2017 | $779,000 | +2.4% | 4,354 | -0.4% | 0.02% | 0.0% |
| Q2 2017 | $761,000 | -4.3% | 4,373 | -5.8% | 0.02% | -9.5% |
| Q1 2017 | $795,000 | +7.4% | 4,643 | +3.7% | 0.02% | 0.0% |
| Q4 2016 | $740,000 | -2.2% | 4,477 | -8.5% | 0.02% | -4.5% |
| Q3 2016 | $757,000 | +3.6% | 4,891 | 0.0% | 0.02% | -4.3% |
| Q2 2016 | $731,000 | +96.0% | 4,891 | +89.4% | 0.02% | +35.3% |
| Q1 2016 | $373,000 | +5.4% | 2,583 | +1.8% | 0.02% | +6.2% |
| Q4 2015 | $354,000 | -6.1% | 2,538 | -8.1% | 0.02% | -5.9% |
| Q3 2015 | $377,000 | -19.1% | 2,761 | -11.1% | 0.02% | -5.6% |
| Q2 2015 | $466,000 | +26.6% | 3,106 | +28.2% | 0.02% | +20.0% |
| Q1 2015 | $368,000 | -3.2% | 2,423 | -7.6% | 0.02% | -6.2% |
| Q4 2014 | $380,000 | +11.8% | 2,622 | +5.6% | 0.02% | 0.0% |
| Q3 2014 | $340,000 | -28.1% | 2,484 | -24.9% | 0.02% | -23.8% |
| Q2 2014 | $473,000 | -58.1% | 3,309 | -59.7% | 0.02% | -8.7% |
| Q1 2014 | $1,129,000 | +86.0% | 8,216 | +81.0% | 0.02% | -20.7% |
| Q4 2013 | $607,000 | +6.7% | 4,538 | -1.1% | 0.03% | 0.0% |
| Q3 2013 | $569,000 | +16.6% | 4,587 | +8.5% | 0.03% | +20.8% |
| Q2 2013 | $488,000 | – | 4,226 | – | 0.02% | – |
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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% |