ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,573 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $244,614 | -5.4% | 4,180 | -1.8% | 0.02% | -9.1% |
Q1 2024 | $258,449 | -8.1% | 4,255 | +319.2% | 0.02% | -21.4% |
Q4 2023 | $281,307 | -27.4% | 1,015 | -34.7% | 0.03% | -37.8% |
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. | 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% |