ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $969 | +21.1% | 3,497 | +9.0% | 0.08% | +9.9% |
| Q3 2023 | $800 | -1.1% | 3,208 | +3.7% | 0.07% | +4.4% |
| Q2 2023 | $809 | -0.2% | 3,094 | -4.6% | 0.07% | -5.6% |
| Q1 2023 | $811 | +1.0% | 3,243 | -2.3% | 0.07% | -5.3% |
| Q4 2022 | $803 | -99.9% | 3,319 | -0.3% | 0.08% | +4.1% |
| Q3 2022 | $730,000 | +2.2% | 3,330 | +5.6% | 0.07% | +7.4% |
| Q2 2022 | $714,000 | -13.2% | 3,154 | +2.8% | 0.07% | +1.5% |
| Q1 2022 | $823,000 | -3.7% | 3,067 | +1.5% | 0.07% | +4.7% |
| Q4 2021 | $855,000 | +20.6% | 3,021 | +12.1% | 0.06% | +8.5% |
| Q3 2021 | $709,000 | -2.1% | 2,696 | +0.1% | 0.06% | -4.8% |
| Q2 2021 | $724,000 | +3.4% | 2,694 | +0.2% | 0.06% | -4.6% |
| Q1 2021 | $700,000 | +11.1% | 2,689 | -1.8% | 0.06% | +4.8% |
| Q4 2020 | $630,000 | +22.3% | 2,739 | -1.4% | 0.06% | +8.8% |
| Q3 2020 | $515,000 | +2.4% | 2,779 | -1.8% | 0.06% | -5.0% |
| Q2 2020 | $503,000 | -14.7% | 2,829 | -31.0% | 0.06% | -26.8% |
| Q1 2020 | $590,000 | -33.6% | 4,102 | -4.9% | 0.08% | -16.3% |
| Q4 2019 | $888,000 | +8.2% | 4,313 | +1.6% | 0.10% | -1.0% |
| Q3 2019 | $821,000 | -0.4% | 4,247 | +0.1% | 0.10% | -2.9% |
| Q2 2019 | $824,000 | +2.7% | 4,242 | +0.1% | 0.10% | -3.8% |
| Q1 2019 | $802,000 | +10.6% | 4,236 | -3.0% | 0.11% | -2.8% |
| Q4 2018 | $725,000 | +1.5% | 4,367 | +23.1% | 0.11% | +14.7% |
| Q3 2018 | $714,000 | +3.3% | 3,548 | 0.0% | 0.10% | -4.0% |
| Q2 2018 | $691,000 | +13.3% | 3,548 | +9.0% | 0.10% | +6.5% |
| Q1 2018 | $610,000 | -1.3% | 3,254 | 0.0% | 0.09% | -3.1% |
| Q4 2017 | $618,000 | +6.0% | 3,254 | -0.2% | 0.10% | -2.0% |
| Q3 2017 | $583,000 | -2.2% | 3,259 | -4.8% | 0.10% | -2.0% |
| Q2 2017 | $596,000 | -14.2% | 3,425 | -15.6% | 0.10% | -21.9% |
| Q1 2017 | $695,000 | – | 4,059 | – | 0.13% | – |
Download | ||||||
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% |