ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 874 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $136,644 | -3.7% | 2,335 | 0.0% | 0.02% | -6.2% |
| Q1 2024 | $141,828 | +9.6% | 2,335 | +400.0% | 0.02% | 0.0% |
| Q4 2023 | $129,429 | +23.6% | 467 | +11.2% | 0.02% | +14.3% |
| Q3 2023 | $104,727 | -4.6% | 420 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $109,822 | +4.5% | 420 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $105,067 | +102906.9% | 420 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $102 | -99.9% | 420 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $92,000 | -3.2% | 420 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $95,000 | +9400.0% | 420 | +8300.0% | 0.01% | – |
| Q1 2022 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | -92.9% | 5 | -93.8% | 0.00% | -100.0% |
| Q3 2017 | $14,000 | -78.8% | 80 | -79.0% | 0.00% | -80.0% |
| Q2 2017 | $66,000 | +1.5% | 381 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $65,000 | -35.0% | 381 | -37.1% | 0.01% | -33.3% |
| Q4 2016 | $100,000 | – | 606 | – | 0.02% | – |
Download | ||||||
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% |