ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,500 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,127,354 | -12.6% | 173,058 | -9.3% | 0.07% | -15.2% |
| Q1 2024 | $11,583,543 | -46.0% | 190,707 | +146.2% | 0.08% | -49.4% |
| Q4 2023 | $21,465,545 | -28.3% | 77,451 | -35.5% | 0.16% | -36.8% |
| Q3 2023 | $29,926,738 | +25.9% | 120,019 | +32.0% | 0.25% | +32.8% |
| Q2 2023 | $23,777,945 | +14.7% | 90,936 | +9.7% | 0.19% | +5.1% |
| Q1 2023 | $20,728,007 | +78189.8% | 82,859 | -24.3% | 0.18% | -21.0% |
| Q4 2022 | $26,476 | -99.9% | 109,455 | -47.8% | 0.22% | -51.6% |
| Q3 2022 | $46,000,000 | -3.6% | 209,797 | -0.5% | 0.46% | -9.2% |
| Q2 2022 | $47,708,000 | -2.2% | 210,883 | +16.0% | 0.51% | +5.8% |
| Q1 2022 | $48,780,000 | +11.4% | 181,784 | +17.5% | 0.48% | +5.0% |
| Q4 2021 | $43,777,000 | +30.8% | 154,647 | +21.6% | 0.46% | +18.0% |
| Q3 2021 | $33,463,000 | -32.1% | 127,203 | -30.6% | 0.39% | -29.3% |
| Q2 2021 | $49,267,000 | +5.2% | 183,332 | +1.9% | 0.55% | -4.5% |
| Q1 2021 | $46,829,000 | +151.7% | 179,916 | +122.3% | 0.58% | +119.0% |
| Q4 2020 | $18,604,000 | +35.1% | 80,947 | +9.0% | 0.26% | -2.2% |
| Q3 2020 | $13,766,000 | -3.3% | 74,284 | -7.2% | 0.27% | +1.9% |
| Q2 2020 | $14,240,000 | +119.4% | 80,082 | +77.5% | 0.26% | +78.4% |
| Q1 2020 | $6,490,000 | -62.2% | 45,111 | -45.9% | 0.15% | -51.0% |
| Q4 2019 | $17,162,000 | +40.2% | 83,382 | +31.6% | 0.30% | +39.2% |
| Q3 2019 | $12,243,000 | -6.4% | 63,359 | -8.3% | 0.22% | -4.4% |
| Q1 2019 | $13,086,000 | +49.3% | 69,091 | +30.9% | 0.23% | +31.2% |
| Q4 2018 | $8,765,000 | – | 52,781 | – | 0.17% | – |
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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% |