ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 873 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,898,587 | -4.8% | 119,906 | -0.2% | 1.15% | +2.3% |
| Q2 2023 | $31,401,944 | +1.1% | 120,093 | -3.3% | 1.12% | -5.5% |
| Q1 2023 | $31,055,504 | +4.6% | 124,143 | +1.2% | 1.19% | 0.0% |
| Q4 2022 | $29,686,566 | +9.6% | 122,728 | -0.7% | 1.19% | +2.5% |
| Q3 2022 | $27,089,851 | -3.4% | 123,551 | -0.3% | 1.16% | +3.7% |
| Q2 2022 | $28,042,611 | +85094.5% | 123,956 | +1.1% | 1.12% | +3.0% |
| Q1 2022 | $32,916 | -99.9% | 122,667 | +1.4% | 1.09% | +3.4% |
| Q4 2021 | $34,259,000 | +7.7% | 121,024 | +0.1% | 1.05% | -2.0% |
| Q3 2021 | $31,804,000 | -0.6% | 120,896 | +1.5% | 1.07% | -0.6% |
| Q2 2021 | $32,008,000 | +4.5% | 119,109 | +1.3% | 1.08% | -2.2% |
| Q1 2021 | $30,616,000 | +15.6% | 117,628 | +2.1% | 1.10% | +11.0% |
| Q4 2020 | $26,477,000 | +22.9% | 115,202 | -0.9% | 0.99% | +10.8% |
| Q3 2020 | $21,547,000 | -1.3% | 116,278 | -5.3% | 0.90% | -11.0% |
| Q2 2020 | $21,838,000 | +10.0% | 122,811 | -11.0% | 1.01% | -7.9% |
| Q1 2020 | $19,847,000 | -33.2% | 137,960 | -4.5% | 1.10% | -13.1% |
| Q4 2019 | $29,727,000 | +12.2% | 144,434 | +5.3% | 1.26% | +3.9% |
| Q3 2019 | $26,504,000 | +6.6% | 137,164 | +7.1% | 1.21% | +6.2% |
| Q2 2019 | $24,873,000 | +10.3% | 128,045 | +7.6% | 1.14% | +8.0% |
| Q1 2019 | $22,548,000 | +43.5% | 119,054 | +25.8% | 1.06% | +26.3% |
| Q4 2018 | $15,711,000 | -5.6% | 94,614 | +14.4% | 0.84% | +10.3% |
| Q3 2018 | $16,651,000 | +15.0% | 82,725 | +11.3% | 0.76% | +6.0% |
| Q2 2018 | $14,480,000 | +5.0% | 74,343 | +1.1% | 0.72% | +4.2% |
| Q1 2018 | $13,794,000 | +6.7% | 73,541 | +8.0% | 0.69% | +13.9% |
| Q4 2017 | $12,922,000 | +11.5% | 68,093 | +5.1% | 0.60% | +6.3% |
| Q3 2017 | $11,586,000 | +6.3% | 64,766 | +3.4% | 0.57% | +4.4% |
| Q2 2017 | $10,900,000 | +34.6% | 62,666 | +32.5% | 0.54% | +30.5% |
| Q1 2017 | $8,099,000 | +8.6% | 47,307 | +4.8% | 0.42% | +4.3% |
| Q4 2016 | $7,460,000 | +32.4% | 45,124 | +23.9% | 0.40% | +33.0% |
| Q3 2016 | $5,633,000 | +21.9% | 36,413 | +17.7% | 0.30% | +18.6% |
| Q2 2016 | $4,622,000 | +27.0% | 30,943 | +22.6% | 0.25% | +27.1% |
| Q1 2016 | $3,640,000 | +22.4% | 25,246 | +18.3% | 0.20% | +22.1% |
| Q4 2015 | $2,973,000 | +139.2% | 21,341 | +134.5% | 0.16% | +132.9% |
| Q3 2015 | $1,243,000 | +5.0% | 9,101 | +15.2% | 0.07% | +14.8% |
| Q2 2015 | $1,184,000 | +88.5% | 7,900 | +91.1% | 0.06% | +96.8% |
| Q1 2015 | $628,000 | +17.4% | 4,135 | +11.9% | 0.03% | +14.8% |
| Q4 2014 | $535,000 | +6.2% | 3,695 | +0.1% | 0.03% | +3.8% |
| Q3 2014 | $504,000 | -6.7% | 3,690 | -2.4% | 0.03% | -3.7% |
| Q2 2014 | $540,000 | +4.9% | 3,780 | +0.9% | 0.03% | +3.8% |
| Q1 2014 | $515,000 | +23.2% | 3,748 | +19.8% | 0.03% | +23.8% |
| Q4 2013 | $418,000 | -6.7% | 3,128 | -13.4% | 0.02% | -16.0% |
| Q3 2013 | $448,000 | +39.6% | 3,613 | +29.7% | 0.02% | +31.6% |
| Q2 2013 | $321,000 | – | 2,785 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |