ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,174 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $887,456 | -3.7% | 15,165 | 0.0% | 0.06% | -1.5% |
Q1 2024 | $921,122 | +5.5% | 15,165 | +381.3% | 0.07% | -1.5% |
Q4 2023 | $873,300 | +11.5% | 3,151 | +0.4% | 0.07% | +1.5% |
Q3 2023 | $782,981 | -11.2% | 3,140 | -6.9% | 0.07% | -7.0% |
Q2 2023 | $881,472 | +4.5% | 3,371 | +0.0% | 0.07% | +1.4% |
Q1 2023 | $843,115 | +11.2% | 3,370 | +7.6% | 0.07% | +4.5% |
Q4 2022 | $757,908 | +10.3% | 3,133 | 0.0% | 0.07% | 0.0% |
Q3 2022 | $687,000 | -2.3% | 3,133 | +0.8% | 0.07% | +4.7% |
Q2 2022 | $703,000 | -12.6% | 3,107 | +3.7% | 0.06% | +1.6% |
Q1 2022 | $804,000 | -5.2% | 2,995 | 0.0% | 0.06% | +6.8% |
Q4 2021 | $848,000 | +7.6% | 2,995 | 0.0% | 0.06% | -7.8% |
Q3 2021 | $788,000 | +0.6% | 2,995 | +2.7% | 0.06% | +3.2% |
Q2 2021 | $783,000 | +4.8% | 2,915 | +1.6% | 0.06% | -11.4% |
Q1 2021 | $747,000 | +13.2% | 2,870 | 0.0% | 0.07% | +1.4% |
Q4 2020 | $660,000 | +24.1% | 2,870 | 0.0% | 0.07% | +9.5% |
Q3 2020 | $532,000 | +4.3% | 2,870 | 0.0% | 0.06% | -6.0% |
Q2 2020 | $510,000 | +14.1% | 2,870 | -7.6% | 0.07% | +1.5% |
Q1 2020 | $447,000 | -40.6% | 3,105 | -15.2% | 0.07% | -16.5% |
Q4 2019 | $753,000 | +6.5% | 3,661 | 0.0% | 0.08% | 0.0% |
Q3 2019 | $707,000 | -0.6% | 3,661 | 0.0% | 0.08% | -3.7% |
Q2 2019 | $711,000 | +2.6% | 3,661 | 0.0% | 0.08% | +1.2% |
Q1 2019 | $693,000 | +12.1% | 3,661 | -1.6% | 0.08% | 0.0% |
Q4 2018 | $618,000 | -17.5% | 3,719 | 0.0% | 0.08% | -3.6% |
Q3 2018 | $749,000 | +2.6% | 3,719 | -0.7% | 0.08% | -1.2% |
Q2 2018 | $730,000 | +3.8% | 3,746 | 0.0% | 0.08% | +1.2% |
Q1 2018 | $703,000 | +9.2% | 3,746 | +10.5% | 0.08% | +7.7% |
Q4 2017 | $644,000 | +11.6% | 3,391 | +5.2% | 0.08% | +6.8% |
Q3 2017 | $577,000 | +1.9% | 3,223 | -0.9% | 0.07% | -3.9% |
Q2 2017 | $566,000 | +1.6% | 3,253 | 0.0% | 0.08% | -1.3% |
Q1 2017 | $557,000 | +3.5% | 3,253 | 0.0% | 0.08% | -4.9% |
Q4 2016 | $538,000 | +7.0% | 3,253 | 0.0% | 0.08% | -9.0% |
Q3 2016 | $503,000 | +3.5% | 3,253 | 0.0% | 0.09% | 0.0% |
Q2 2016 | $486,000 | +3.6% | 3,253 | 0.0% | 0.09% | -1.1% |
Q1 2016 | $469,000 | +3.5% | 3,253 | 0.0% | 0.09% | +2.3% |
Q4 2015 | $453,000 | +929.5% | 3,253 | +907.1% | 0.09% | +877.8% |
Q3 2015 | $44,000 | -8.3% | 323 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $48,000 | -75.1% | 323 | -74.5% | 0.01% | -75.0% |
Q1 2015 | $193,000 | +4.9% | 1,268 | 0.0% | 0.04% | +2.9% |
Q4 2014 | $184,000 | +6.4% | 1,268 | 0.0% | 0.04% | 0.0% |
Q3 2014 | $173,000 | -4.4% | 1,268 | 0.0% | 0.04% | -2.8% |
Q2 2014 | $181,000 | +24.8% | 1,268 | +20.4% | 0.04% | +20.0% |
Q1 2014 | $145,000 | – | 1,053 | – | 0.03% | – |
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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% |