ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 726 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.15 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $114,802,734 | +90.2% | 460,408 | +99.5% | 6.22% | -1.9% |
| Q2 2023 | $60,343,830 | +7.0% | 230,778 | +2.4% | 6.34% | +3.1% |
| Q1 2023 | $56,373,055 | +1.9% | 225,348 | -1.5% | 6.15% | -1.3% |
| Q4 2022 | $55,330,643 | +7.0% | 228,743 | -3.0% | 6.24% | +1.2% |
| Q3 2022 | $51,691,000 | -1.7% | 235,751 | +1.5% | 6.16% | +4.4% |
| Q2 2022 | $52,570,000 | -14.5% | 232,371 | +1.4% | 5.90% | -4.9% |
| Q1 2022 | $61,498,000 | -5.2% | 229,180 | -0.0% | 6.21% | -0.1% |
| Q4 2021 | $64,901,000 | +6.9% | 229,266 | -0.6% | 6.22% | -0.3% |
| Q3 2021 | $60,691,000 | -0.4% | 230,701 | +1.7% | 6.23% | -1.0% |
| Q2 2021 | $60,958,000 | +1.8% | 226,835 | -1.4% | 6.29% | -3.4% |
| Q1 2021 | $59,867,000 | +9.7% | 230,011 | -3.1% | 6.51% | +5.4% |
| Q4 2020 | $54,567,000 | +22.8% | 237,423 | -1.0% | 6.18% | +9.0% |
| Q3 2020 | $44,429,000 | -3.1% | 239,755 | -7.1% | 5.67% | -9.6% |
| Q2 2020 | $45,872,000 | +26.1% | 257,968 | +2.0% | 6.27% | +9.8% |
| Q1 2020 | $36,385,000 | -28.5% | 252,923 | +2.3% | 5.71% | -12.5% |
| Q4 2019 | $50,888,000 | +7.4% | 247,246 | +0.8% | 6.53% | -0.1% |
| Q3 2019 | $47,383,000 | +0.8% | 245,216 | +1.3% | 6.54% | -2.1% |
| Q2 2019 | $47,001,000 | +5.0% | 241,952 | +2.4% | 6.68% | +0.6% |
| Q1 2019 | $44,763,000 | +14.5% | 236,341 | +0.4% | 6.64% | +2.6% |
| Q4 2018 | $39,095,000 | -14.7% | 235,424 | +3.4% | 6.47% | -4.4% |
| Q3 2018 | $45,815,000 | +1.4% | 227,607 | -1.8% | 6.77% | -3.1% |
| Q2 2018 | $45,166,000 | +2.5% | 231,883 | -1.3% | 6.99% | +1.2% |
| Q1 2018 | $44,082,000 | -3.7% | 235,016 | -2.5% | 6.91% | +0.7% |
| Q4 2017 | $45,765,000 | +4.2% | 241,151 | -1.7% | 6.86% | +1.2% |
| Q3 2017 | $43,909,000 | +4.6% | 245,435 | +1.7% | 6.78% | +1.7% |
| Q2 2017 | $41,964,000 | +5.8% | 241,243 | +4.2% | 6.67% | +2.6% |
| Q1 2017 | $39,651,000 | +14.5% | 231,580 | +10.5% | 6.50% | +6.3% |
| Q4 2016 | $34,642,000 | +8.4% | 209,520 | +1.5% | 6.12% | +5.0% |
| Q3 2016 | $31,950,000 | +7.0% | 206,511 | +3.3% | 5.83% | +6.6% |
| Q2 2016 | $29,871,000 | +6.6% | 199,951 | +2.9% | 5.47% | +2.9% |
| Q1 2016 | $28,029,000 | -0.2% | 194,384 | -3.6% | 5.31% | -2.0% |
| Q4 2015 | $28,088,000 | +3.2% | 201,610 | +1.2% | 5.42% | -2.3% |
| Q3 2015 | $27,206,000 | -6.2% | 199,148 | +3.0% | 5.55% | +2.8% |
| Q2 2015 | $29,002,000 | +2.6% | 193,372 | +4.0% | 5.40% | +2.8% |
| Q1 2015 | $28,260,000 | +6.1% | 185,951 | +1.1% | 5.25% | +8.6% |
| Q4 2014 | $26,643,000 | +7.7% | 183,995 | +1.7% | 4.84% | +3.1% |
| Q3 2014 | $24,749,000 | -0.1% | 180,995 | +4.5% | 4.69% | -1.3% |
| Q2 2014 | $24,774,000 | +5.8% | 173,147 | +1.6% | 4.75% | +0.3% |
| Q1 2014 | $23,420,000 | +6.1% | 170,363 | +3.3% | 4.74% | -4.9% |
| Q4 2013 | $22,072,000 | +9.9% | 164,949 | +1.9% | 4.98% | -0.4% |
| Q3 2013 | $20,090,000 | +32.5% | 161,827 | +23.3% | 5.00% | +23.5% |
| Q2 2013 | $15,165,000 | – | 131,297 | – | 4.05% | – |
Download | ||||||
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% |