ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $32,164,903 | -16.8% | 128,995 | -12.8% | 0.19% | -13.3% |
Q2 2023 | $38,662,433 | +4.4% | 147,860 | -0.1% | 0.22% | -13.1% |
Q1 2023 | $37,023,430 | +23.1% | 147,999 | +19.1% | 0.25% | -0.4% |
Q4 2022 | $30,070,797 | +17.1% | 124,316 | +6.1% | 0.25% | -7.7% |
Q3 2022 | $25,689,000 | -8.6% | 117,160 | -5.7% | 0.27% | +5.4% |
Q2 2022 | $28,108,000 | -41.7% | 124,245 | -30.9% | 0.26% | -9.4% |
Q1 2022 | $48,218,000 | -29.1% | 179,689 | -25.2% | 0.29% | -20.1% |
Q4 2021 | $68,016,000 | +6.9% | 240,270 | -0.7% | 0.36% | -17.7% |
Q3 2021 | $63,627,000 | -21.9% | 241,863 | -20.2% | 0.44% | -15.2% |
Q2 2021 | $81,429,000 | +26.6% | 303,015 | +22.6% | 0.51% | +16.6% |
Q1 2021 | $64,345,000 | +35.6% | 247,213 | +19.7% | 0.44% | -5.2% |
Q4 2020 | $47,461,000 | +79.1% | 206,503 | +44.4% | 0.46% | +45.0% |
Q3 2020 | $26,494,000 | -16.5% | 142,972 | -19.8% | 0.32% | -28.4% |
Q2 2020 | $31,712,000 | +400.3% | 178,336 | +304.8% | 0.45% | +68.7% |
Q1 2020 | $6,338,000 | -82.2% | 44,056 | -74.5% | 0.26% | -51.6% |
Q4 2019 | $35,602,000 | +6.6% | 172,974 | +0.1% | 0.55% | +5.0% |
Q3 2019 | $33,390,000 | -5.7% | 172,801 | -5.2% | 0.52% | -16.2% |
Q2 2019 | $35,425,000 | +3.9% | 182,358 | +1.3% | 0.62% | +13.5% |
Q1 2019 | $34,110,000 | -34.5% | 180,094 | -42.6% | 0.55% | -51.7% |
Q4 2018 | $52,089,000 | -32.0% | 313,674 | -17.6% | 1.14% | -4.4% |
Q3 2018 | $76,635,000 | +18.4% | 380,718 | +14.6% | 1.19% | +22.9% |
Q2 2018 | $64,714,000 | -6.3% | 332,243 | -9.7% | 0.97% | -5.5% |
Q1 2018 | $69,036,000 | +134.1% | 368,053 | +136.8% | 1.02% | +101.0% |
Q4 2017 | $29,494,000 | +7.4% | 155,410 | +1.2% | 0.51% | -17.4% |
Q3 2017 | $27,474,000 | +8.5% | 153,573 | +5.5% | 0.62% | -15.3% |
Q2 2017 | $25,314,000 | – | 145,526 | – | 0.73% | – |
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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% |