ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 713 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $490,190 | -9.4% | 8,376 | -6.0% | 0.05% | -9.8% |
Q1 2024 | $541,281 | +4.4% | 8,911 | +376.5% | 0.05% | -3.8% |
Q4 2023 | $518,396 | +6.5% | 1,870 | -4.2% | 0.05% | -3.6% |
Q3 2023 | $486,844 | -11.8% | 1,952 | -7.5% | 0.06% | -5.2% |
Q2 2023 | $552,102 | -14.2% | 2,111 | -17.9% | 0.06% | -18.3% |
Q1 2023 | $643,274 | +1.7% | 2,571 | -1.6% | 0.07% | -1.4% |
Q4 2022 | $632,410 | +5.1% | 2,614 | -4.8% | 0.07% | -10.0% |
Q3 2022 | $602,000 | -6.5% | 2,747 | -3.6% | 0.08% | -2.4% |
Q2 2022 | $644,000 | -36.7% | 2,849 | -24.9% | 0.08% | -26.1% |
Q1 2022 | $1,017,000 | -7.7% | 3,793 | -2.6% | 0.11% | -7.5% |
Q4 2021 | $1,102,000 | -49.0% | 3,893 | -24.9% | 0.12% | -11.8% |
Q3 2021 | $2,160,000 | +79.6% | 5,186 | +15.9% | 0.14% | -12.3% |
Q2 2021 | $1,203,000 | +3.9% | 4,476 | +0.5% | 0.16% | -7.2% |
Q1 2021 | $1,158,000 | +18.3% | 4,452 | +4.5% | 0.17% | +10.6% |
Q4 2020 | $979,000 | -1.1% | 4,260 | -20.3% | 0.15% | -9.0% |
Q3 2020 | $990,000 | -6.2% | 5,343 | -10.1% | 0.17% | -13.1% |
Q2 2020 | $1,056,000 | +8.2% | 5,943 | -12.4% | 0.19% | -2.1% |
Q1 2020 | $976,000 | -41.4% | 6,788 | -16.1% | 0.20% | -29.1% |
Q4 2019 | $1,665,000 | +11.1% | 8,090 | +4.3% | 0.28% | -1.4% |
Q3 2019 | $1,499,000 | -39.9% | 7,757 | -39.6% | 0.28% | -36.6% |
Q2 2019 | $2,493,000 | -2.4% | 12,835 | -4.8% | 0.44% | -7.6% |
Q1 2019 | $2,553,000 | +11.8% | 13,480 | -2.0% | 0.48% | -0.8% |
Q4 2018 | $2,283,000 | -31.8% | 13,752 | -17.3% | 0.48% | -19.2% |
Q3 2018 | $3,349,000 | -20.3% | 16,638 | -22.9% | 0.59% | -25.1% |
Q2 2018 | $4,201,000 | +22.7% | 21,567 | +18.2% | 0.79% | -0.9% |
Q1 2018 | $3,423,000 | +26.0% | 18,250 | +27.5% | 0.80% | +53.6% |
Q4 2017 | $2,716,000 | +8.2% | 14,313 | +2.0% | 0.52% | +0.6% |
Q3 2017 | $2,511,000 | +5.1% | 14,036 | +2.2% | 0.52% | +0.2% |
Q2 2017 | $2,389,000 | +12.6% | 13,734 | +10.8% | 0.52% | +0.8% |
Q1 2017 | $2,122,000 | +62.4% | 12,394 | +56.7% | 0.51% | +35.4% |
Q4 2016 | $1,307,000 | +9.6% | 7,907 | +2.5% | 0.38% | -4.5% |
Q3 2016 | $1,193,000 | +15.3% | 7,711 | +11.3% | 0.40% | +0.8% |
Q2 2016 | $1,035,000 | +25.5% | 6,929 | +21.1% | 0.39% | +9.1% |
Q1 2016 | $825,000 | +37.5% | 5,724 | +33.0% | 0.36% | +24.5% |
Q4 2015 | $600,000 | +47.8% | 4,305 | +44.9% | 0.29% | +26.1% |
Q3 2015 | $406,000 | +70.6% | 2,972 | +87.3% | 0.23% | +72.9% |
Q2 2015 | $238,000 | -1.2% | 1,587 | -9.6% | 0.13% | -22.2% |
Q1 2014 | $241,000 | -12.4% | 1,755 | -14.6% | 0.17% | -21.6% |
Q4 2013 | $275,000 | – | 2,055 | – | 0.22% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |