LYNCH & ASSOCIATES/IN - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,141 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.

Quarter-by-quarter ownership
LYNCH & ASSOCIATES/IN ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$17,426,299
-1.6%
297,784
+2.1%
3.93%
-4.0%
Q1 2024$17,707,006
+8.6%
291,521
+395.6%
4.09%
+3.2%
Q4 2023$16,303,761
+11.7%
58,826
+0.5%
3.96%
+2.9%
Q3 2023$14,601,712
-3.9%
58,559
+0.8%
3.85%
-0.9%
Q2 2023$15,190,868
+3.8%
58,096
-0.7%
3.89%
+1.2%
Q1 2023$14,639,291
+1.2%
58,520
-2.1%
3.84%
+1.6%
Q4 2022$14,459,019
+10.3%
59,775
-0.0%
3.78%
-1.4%
Q3 2022$13,108,000
-1.2%
59,783
+2.0%
3.84%
+6.3%
Q2 2022$13,263,000
-15.4%
58,626
+0.3%
3.61%
-5.0%
Q1 2022$15,677,000
-5.1%
58,423
+0.2%
3.80%
-2.6%
Q4 2021$16,512,000
+11.5%
58,330
+3.6%
3.90%
+1.6%
Q3 2021$14,805,000
+0.4%
56,279
+2.6%
3.84%
+1.4%
Q2 2021$14,743,000
+4.6%
54,862
+1.3%
3.78%
-0.6%
Q1 2021$14,091,000
+11.7%
54,138
-1.4%
3.80%
+10.7%
Q4 2020$12,620,000
+20.3%
54,908
-3.0%
3.44%
+9.4%
Q3 2020$10,488,000
+6.5%
56,595
+2.2%
3.14%
-1.4%
Q2 2020$9,844,000
+27.5%
55,357
+3.1%
3.18%
+12.2%
Q1 2020$7,723,000
-36.2%
53,681
-8.7%
2.84%
-18.4%
Q4 2019$12,106,000
+9.9%
58,818
+3.2%
3.48%
+3.3%
Q3 2019$11,014,000
+0.5%
57,000
+1.0%
3.37%
-5.4%
Q2 2019$10,963,000
+1.1%
56,432
-1.4%
3.56%
-0.9%
Q1 2019$10,839,000
+18.7%
57,229
+4.1%
3.59%
+5.5%
Q4 2018$9,128,000
-18.5%
54,970
-1.2%
3.41%
-9.8%
Q3 2018$11,198,000
+5.1%
55,631
+1.7%
3.78%
-2.1%
Q2 2018$10,653,000
+8.3%
54,695
+4.3%
3.86%
+2.6%
Q1 2018$9,838,000
+4.0%
52,450
+5.2%
3.76%
+6.1%
Q4 2017$9,463,000
+6.9%
49,861
+0.8%
3.55%
+0.9%
Q3 2017$8,850,000
+5.7%
49,469
+2.7%
3.52%
+6.3%
Q2 2017$8,376,000
+5.2%
48,152
+3.6%
3.31%
+1.9%
Q1 2017$7,959,000
+4.6%
46,485
+1.0%
3.25%
+1.4%
Q4 2016$7,608,000
+5.1%
46,017
-1.6%
3.20%
+0.6%
Q3 2016$7,238,000
+10.0%
46,785
+6.2%
3.18%
+8.3%
Q2 2016$6,578,000
+5.4%
44,034
+1.8%
2.94%
-0.9%
Q1 2016$6,239,000
+1.9%
43,272
-1.5%
2.97%
-5.6%
Q4 2015$6,121,000
+6.5%
43,933
+4.4%
3.14%
-1.4%
Q3 2015$5,748,000
-8.4%
42,077
+0.6%
3.18%
-2.8%
Q2 2015$6,274,000
-4.5%
41,834
-3.2%
3.28%
-5.3%
Q1 2015$6,568,000
+9.7%
43,219
+4.5%
3.46%
+7.4%
Q4 2014$5,989,000
+7.9%
41,364
+1.9%
3.22%
+3.2%
Q3 2014$5,553,000
+3.3%
40,610
+8.1%
3.12%
+1.6%
Q2 2014$5,377,000
+7.2%
37,583
+3.0%
3.07%
+3.8%
Q1 2014$5,016,000
+6.7%
36,487
+3.9%
2.96%
+5.4%
Q4 2013$4,700,000
+12.2%
35,128
+4.1%
2.81%
+0.5%
Q3 2013$4,188,000
+8.2%
33,737
+0.7%
2.79%
+4.4%
Q2 2013$3,870,00033,5072.68%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Cornell Pochily Investment Advisors, Inc. 1,098$213,000,00053.52%
Hefren-Tillotson, Inc. 874,387$169,858,00046.90%
PFM Asset Management LLC 756,964$147,048,00036.37%
Pachira Investments Inc. 144,429$28,057,00031.11%
ARKANSAS FINANCIAL GROUP, INC. 303,860$59,027,00021.85%
Chanos & Co LP 218,520$42,450,00020.59%
Global Beta Advisors LLC 420,502$81,289,00020.03%
Affiance Financial, LLC 162,794$31,624,00019.34%
FFT WEALTH MANAGEMENT LLC 257,110$49,946,00019.01%
Leonard Rickey Investment Advisors P.L.L.C. 144,832$28,135,00018.92%
View complete list of ISHARES TR shareholders