ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 713 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,216,000 | 0.0% | 11,967 | 0.0% | 0.74% | +4.3% |
| Q2 2021 | $3,216,000 | -1.2% | 11,967 | -4.3% | 0.71% | -6.7% |
| Q1 2021 | $3,254,000 | +4.8% | 12,500 | -7.4% | 0.76% | -0.8% |
| Q4 2020 | $3,104,000 | +25.5% | 13,505 | +1.2% | 0.77% | +10.9% |
| Q3 2020 | $2,474,000 | +5.5% | 13,346 | +1.2% | 0.70% | -1.1% |
| Q2 2020 | $2,344,000 | +23.4% | 13,186 | -0.1% | 0.70% | +1.6% |
| Q1 2020 | $1,899,000 | -25.1% | 13,196 | +7.1% | 0.69% | -6.4% |
| Q4 2019 | $2,536,000 | +6.9% | 12,322 | +0.4% | 0.74% | -0.7% |
| Q3 2019 | $2,372,000 | -1.3% | 12,277 | -0.8% | 0.74% | -1.5% |
| Q2 2019 | $2,404,000 | +2.2% | 12,378 | -0.3% | 0.76% | +0.1% |
| Q1 2019 | $2,352,000 | +18.9% | 12,416 | +4.2% | 0.75% | +2.7% |
| Q4 2018 | $1,978,000 | -17.8% | 11,916 | -0.4% | 0.73% | -2.7% |
| Q3 2018 | $2,407,000 | +2.3% | 11,958 | -1.1% | 0.75% | -3.3% |
| Q2 2018 | $2,354,000 | +1.6% | 12,085 | -2.1% | 0.78% | +1.3% |
| Q1 2018 | $2,316,000 | -1.4% | 12,346 | -0.3% | 0.77% | +1.7% |
| Q4 2017 | $2,350,000 | +2.9% | 12,383 | -3.0% | 0.76% | +0.5% |
| Q3 2017 | $2,283,000 | -0.0% | 12,764 | -2.8% | 0.75% | -1.6% |
| Q2 2017 | $2,284,000 | +0.4% | 13,132 | -1.2% | 0.76% | -0.3% |
| Q1 2017 | $2,276,000 | +3.0% | 13,292 | -0.6% | 0.77% | -3.2% |
| Q4 2016 | $2,210,000 | +9.0% | 13,369 | +2.0% | 0.79% | +7.3% |
| Q3 2016 | $2,028,000 | +4.3% | 13,105 | +0.7% | 0.74% | +3.1% |
| Q2 2016 | $1,945,000 | +2.4% | 13,020 | -1.2% | 0.72% | +0.1% |
| Q1 2016 | $1,900,000 | +2.6% | 13,179 | -0.8% | 0.72% | -1.7% |
| Q4 2015 | $1,851,000 | +2.8% | 13,284 | +0.7% | 0.73% | +3.6% |
| Q3 2015 | $1,801,000 | -4.8% | 13,186 | +4.5% | 0.70% | +3.4% |
| Q2 2015 | $1,891,000 | +5.6% | 12,614 | +7.1% | 0.68% | +6.8% |
| Q1 2015 | $1,790,000 | +8.4% | 11,773 | +3.3% | 0.64% | +5.6% |
| Q4 2014 | $1,651,000 | +105.9% | 11,398 | +94.4% | 0.60% | +84.7% |
| Q3 2014 | $802,000 | +35.7% | 5,862 | +42.0% | 0.33% | +41.1% |
| Q2 2014 | $591,000 | +3.5% | 4,129 | -0.7% | 0.23% | 0.0% |
| Q1 2014 | $571,000 | +40.6% | 4,159 | +37.3% | 0.23% | +37.5% |
| Q4 2013 | $406,000 | -3.1% | 3,029 | -10.2% | 0.17% | -11.1% |
| Q3 2013 | $419,000 | +114.9% | 3,374 | +99.6% | 0.19% | +101.1% |
| Q2 2013 | $195,000 | – | 1,690 | – | 0.09% | – |
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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% |