ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $387,739 | -4.6% | 1,555 | 0.0% | 0.04% | -13.5% |
Q2 2023 | $406,601 | +4.5% | 1,555 | 0.0% | 0.05% | -3.7% |
Q1 2023 | $388,999 | +189655.6% | 1,555 | +83.2% | 0.05% | +80.0% |
Q4 2022 | $205 | -99.9% | 849 | 0.0% | 0.03% | +11.1% |
Q3 2022 | $186,000 | -3.1% | 849 | 0.0% | 0.03% | -12.9% |
Q2 2022 | $192,000 | -15.8% | 849 | 0.0% | 0.03% | -3.1% |
Q1 2022 | $228,000 | -14.9% | 849 | -10.4% | 0.03% | -13.5% |
Q4 2021 | $268,000 | -40.0% | 948 | -44.2% | 0.04% | -45.6% |
Q3 2021 | $447,000 | +78.8% | 1,699 | +82.9% | 0.07% | +78.9% |
Q2 2021 | $250,000 | +3.3% | 929 | 0.0% | 0.04% | -2.6% |
Q1 2021 | $242,000 | +13.1% | 929 | 0.0% | 0.04% | +5.4% |
Q4 2020 | $214,000 | +24.4% | 929 | 0.0% | 0.04% | +8.8% |
Q3 2020 | $172,000 | +4.2% | 929 | 0.0% | 0.03% | -2.9% |
Q2 2020 | $165,000 | -29.2% | 929 | -17.9% | 0.04% | -36.4% |
Q4 2019 | $233,000 | +6.4% | 1,131 | 0.0% | 0.06% | 0.0% |
Q3 2019 | $219,000 | -0.5% | 1,131 | 0.0% | 0.06% | -3.5% |
Q2 2019 | $220,000 | +2.8% | 1,131 | 0.0% | 0.06% | -1.7% |
Q1 2019 | $214,000 | -7.4% | 1,131 | -1.4% | 0.06% | -6.5% |
Q3 2018 | $231,000 | +3.6% | 1,147 | 0.0% | 0.06% | -3.1% |
Q2 2018 | $223,000 | +5.2% | 1,147 | +1.4% | 0.06% | 0.0% |
Q1 2018 | $212,000 | -1.4% | 1,131 | 0.0% | 0.06% | +1.6% |
Q4 2017 | $215,000 | – | 1,131 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |