ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,626 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $780,364 | -3.7% | 13,335 | 0.0% | 0.22% | -23.1% |
Q1 2024 | $809,968 | +9.6% | 13,335 | +400.0% | 0.29% | -0.7% |
Q4 2023 | $739,159 | +11.1% | 2,667 | 0.0% | 0.29% | +0.3% |
Q3 2023 | $665,016 | -4.6% | 2,667 | 0.0% | 0.29% | +5.1% |
Q2 2023 | $697,367 | +4.5% | 2,667 | 0.0% | 0.28% | +2.2% |
Q1 2023 | $667,177 | +3.4% | 2,667 | 0.0% | 0.27% | +1.9% |
Q4 2022 | $645,121 | -0.8% | 2,667 | -10.0% | 0.27% | -10.1% |
Q3 2022 | $650,000 | -3.0% | 2,963 | 0.0% | 0.30% | +3.5% |
Q2 2022 | $670,000 | -42.6% | 2,963 | -31.9% | 0.29% | -33.0% |
Q1 2022 | $1,167,000 | -5.2% | 4,348 | 0.0% | 0.43% | +4.1% |
Q4 2021 | $1,231,000 | +7.6% | 4,348 | 0.0% | 0.41% | -3.1% |
Q3 2021 | $1,144,000 | -2.1% | 4,348 | 0.0% | 0.42% | -10.4% |
Q2 2021 | $1,168,000 | +3.2% | 4,348 | 0.0% | 0.47% | -4.6% |
Q1 2021 | $1,132,000 | +13.3% | 4,348 | 0.0% | 0.50% | +4.0% |
Q4 2020 | $999,000 | +28.4% | 4,348 | +3.5% | 0.48% | +10.7% |
Q3 2020 | $778,000 | +5.4% | 4,200 | +1.2% | 0.43% | -14.2% |
Q2 2020 | $738,000 | +62.2% | 4,149 | +31.0% | 0.50% | +34.7% |
Q1 2020 | $455,000 | -32.8% | 3,166 | -3.8% | 0.37% | -16.4% |
Q4 2019 | $677,000 | +7.3% | 3,291 | +0.7% | 0.44% | +0.7% |
Q3 2019 | $631,000 | -0.6% | 3,268 | 0.0% | 0.44% | +2.1% |
Q2 2019 | $635,000 | +2.9% | 3,268 | +0.3% | 0.43% | +11.0% |
Q1 2019 | $617,000 | +13.8% | 3,259 | -0.1% | 0.39% | -1.5% |
Q4 2018 | $542,000 | -37.6% | 3,263 | -24.4% | 0.40% | -20.3% |
Q3 2018 | $869,000 | -3.3% | 4,318 | -6.5% | 0.50% | -3.7% |
Q2 2018 | $899,000 | +3.8% | 4,617 | 0.0% | 0.52% | +20.0% |
Q1 2018 | $866,000 | -0.2% | 4,617 | +1.0% | 0.43% | +2.6% |
Q4 2017 | $868,000 | +4.0% | 4,572 | -2.0% | 0.42% | +1.5% |
Q3 2017 | $835,000 | +2.8% | 4,667 | 0.0% | 0.41% | -0.5% |
Q2 2017 | $812,000 | +51.8% | 4,667 | +49.5% | 0.42% | +54.9% |
Q1 2017 | $535,000 | +3.7% | 3,122 | 0.0% | 0.27% | -1.8% |
Q4 2016 | $516,000 | – | 3,122 | – | 0.27% | – |
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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% |