ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 634 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $399,106 | -8.3% | 6,820 | -4.8% | 0.11% | -10.1% |
| Q1 2024 | $435,202 | +9.6% | 7,165 | +400.0% | 0.12% | -3.3% |
| Q4 2023 | $397,156 | -2.5% | 1,433 | -12.2% | 0.12% | -12.8% |
| Q3 2023 | $407,189 | -4.6% | 1,633 | 0.0% | 0.14% | -2.8% |
| Q2 2023 | $426,997 | +4.5% | 1,633 | 0.0% | 0.14% | -4.6% |
| Q1 2023 | $408,511 | +3.4% | 1,633 | 0.0% | 0.15% | -5.6% |
| Q4 2022 | $395,006 | +10.3% | 1,633 | 0.0% | 0.16% | +2.5% |
| Q3 2022 | $358,000 | -3.0% | 1,633 | 0.0% | 0.16% | +0.6% |
| Q2 2022 | $369,000 | -99.9% | 1,633 | 0.0% | 0.16% | +0.6% |
| Q1 2022 | $438,199,000 | -5.2% | 1,633 | 0.0% | 0.16% | -1.9% |
| Q4 2021 | $462,270,000 | +107404.7% | 1,633 | 0.0% | 0.16% | -5.4% |
| Q3 2021 | $430,000 | -99.9% | 1,633 | +14.0% | 0.17% | +12.8% |
| Q2 2021 | $385,090,000 | +3.2% | 1,433 | 0.0% | 0.15% | -9.8% |
| Q1 2021 | $372,981,000 | +111906.3% | 1,433 | -1.2% | 0.16% | +3.8% |
| Q4 2020 | $333,000 | -99.9% | 1,450 | +447.2% | 0.16% | +8.2% |
| Q3 2020 | $264,808,000 | +104155.1% | 265 | -81.5% | 0.15% | -2.7% |
| Q2 2020 | $254,000 | +23.3% | 1,429 | 0.0% | 0.15% | +2.0% |
| Q1 2020 | $206,000 | -29.9% | 1,429 | 0.0% | 0.15% | -5.8% |
| Q4 2019 | $294,000 | +6.5% | 1,429 | 0.0% | 0.16% | +4.7% |
| Q3 2019 | $276,000 | -0.7% | 1,429 | 0.0% | 0.15% | -6.3% |
| Q2 2019 | $278,000 | +2.6% | 1,429 | 0.0% | 0.16% | -10.2% |
| Q1 2019 | $271,000 | +14.3% | 1,429 | 0.0% | 0.18% | -19.9% |
| Q4 2018 | $237,000 | -15.4% | 1,429 | +2.7% | 0.22% | +8.9% |
| Q3 2018 | $280,000 | +3.3% | 1,391 | 0.0% | 0.20% | -6.0% |
| Q2 2018 | $271,000 | +3.8% | 1,391 | 0.0% | 0.22% | +157.1% |
| Q1 2018 | $261,000 | -1.1% | 1,391 | 0.0% | 0.08% | 0.0% |
| Q4 2017 | $264,000 | +6.0% | 1,391 | 0.0% | 0.08% | -4.5% |
| Q3 2017 | $249,000 | +2.9% | 1,391 | 0.0% | 0.09% | -1.1% |
| Q2 2017 | $242,000 | +1.7% | 1,391 | 0.0% | 0.09% | 0.0% |
| Q1 2017 | $238,000 | +4.8% | 1,391 | +1.2% | 0.09% | 0.0% |
| Q4 2016 | $227,000 | +7.1% | 1,374 | -0.3% | 0.09% | +1.1% |
| Q3 2016 | $212,000 | +2.9% | 1,378 | 0.0% | 0.09% | +3.5% |
| Q2 2015 | $206,000 | – | 1,378 | – | 0.08% | – |
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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% |