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 2023 | $3,116,857 | -8.7% | 12,665 | -1.4% | 0.68% | -7.9% |
Q2 2023 | $3,412,376 | +5.5% | 12,842 | -0.7% | 0.74% | +3.7% |
Q1 2023 | $3,233,818 | +3.4% | 12,927 | 0.0% | 0.71% | +1.3% |
Q4 2022 | $3,126,912 | +4.2% | 12,927 | -5.5% | 0.70% | -2.6% |
Q3 2022 | $3,000,000 | -3.1% | 13,681 | 0.0% | 0.72% | +4.4% |
Q2 2022 | $3,095,000 | -15.7% | 13,681 | +0.0% | 0.69% | -1.9% |
Q1 2022 | $3,671,000 | +3.6% | 13,679 | +9.3% | 0.70% | +11.6% |
Q4 2021 | $3,544,000 | +14.3% | 12,519 | +6.2% | 0.63% | +7.0% |
Q3 2021 | $3,101,000 | -5.1% | 11,789 | -3.0% | 0.59% | -5.3% |
Q2 2021 | $3,266,000 | +12.5% | 12,157 | +9.0% | 0.62% | +4.9% |
Q1 2021 | $2,903,000 | +17.1% | 11,156 | +3.4% | 0.59% | +12.5% |
Q4 2020 | $2,480,000 | +52.2% | 10,791 | +22.8% | 0.53% | +11.7% |
Q3 2020 | $1,629,000 | +18.6% | 8,791 | +13.9% | 0.47% | +8.8% |
Q2 2020 | $1,373,000 | +60.6% | 7,721 | +30.0% | 0.43% | +35.3% |
Q1 2020 | $855,000 | -30.8% | 5,941 | -1.0% | 0.32% | -9.9% |
Q4 2019 | $1,235,000 | +11.7% | 6,001 | +4.8% | 0.36% | +6.0% |
Q3 2019 | $1,106,000 | +78.4% | 5,726 | +79.4% | 0.34% | +91.4% |
Q2 2019 | $620,000 | +3.0% | 3,191 | +0.4% | 0.18% | +3.6% |
Q1 2019 | $602,000 | -42.6% | 3,177 | -49.7% | 0.17% | +1.8% |
Q4 2018 | $1,049,000 | +67.0% | 6,314 | +102.3% | 0.17% | -8.3% |
Q3 2018 | $628,000 | +8.5% | 3,121 | +4.9% | 0.18% | +2.3% |
Q2 2018 | $579,000 | +9.5% | 2,975 | +5.4% | 0.18% | +4.1% |
Q1 2018 | $529,000 | -1.3% | 2,822 | 0.0% | 0.17% | +3.0% |
Q4 2017 | $536,000 | +3.9% | 2,822 | 0.0% | 0.16% | +1.9% |
Q3 2017 | $516,000 | +6.6% | 2,822 | +1.4% | 0.16% | +1.9% |
Q2 2017 | $484,000 | +10.3% | 2,782 | +8.6% | 0.16% | +7.4% |
Q1 2017 | $439,000 | +4.5% | 2,562 | +0.8% | 0.15% | -5.1% |
Q4 2016 | $420,000 | +9.7% | 2,542 | +2.3% | 0.16% | +14.7% |
Q3 2016 | $383,000 | +3.2% | 2,485 | 0.0% | 0.14% | -2.9% |
Q2 2016 | $371,000 | +3.6% | 2,485 | 0.0% | 0.14% | 0.0% |
Q1 2016 | $358,000 | +8.5% | 2,485 | +4.9% | 0.14% | +4.5% |
Q4 2015 | $330,000 | +9.3% | 2,370 | +7.0% | 0.13% | +10.7% |
Q3 2015 | $302,000 | +7.9% | 2,214 | +18.8% | 0.12% | +16.3% |
Q2 2015 | $280,000 | +33.3% | 1,864 | +35.1% | 0.10% | +38.7% |
Q1 2015 | $210,000 | – | 1,380 | – | 0.08% | – |
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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% |