ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,980 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $518,682,930 | -5.1% | 8,863,344 | -1.5% | 1.15% | -6.5% |
| Q1 2024 | $546,722,812 | +4.8% | 9,001,034 | +378.4% | 1.23% | +0.2% |
| Q4 2023 | $521,480,021 | +9.4% | 1,881,580 | -1.1% | 1.23% | -1.8% |
| Q3 2023 | $476,699,087 | -5.1% | 1,903,090 | -0.9% | 1.25% | -1.6% |
| Q2 2023 | $502,117,986 | +4.6% | 1,920,292 | +0.1% | 1.27% | -0.1% |
| Q1 2023 | $480,004,365 | +1.2% | 1,918,789 | -2.2% | 1.27% | -6.0% |
| Q4 2022 | $474,488,154 | +7.5% | 1,961,586 | -2.6% | 1.36% | -5.8% |
| Q3 2022 | $441,549,000 | -4.2% | 2,013,815 | -1.1% | 1.44% | +2.6% |
| Q2 2022 | $460,682,000 | -15.6% | 2,036,344 | +0.1% | 1.40% | -3.7% |
| Q1 2022 | $546,150,000 | -24.1% | 2,035,290 | -20.0% | 1.46% | -23.8% |
| Q4 2021 | $719,829,000 | +6.8% | 2,542,848 | -0.7% | 1.91% | -3.8% |
| Q3 2021 | $673,951,000 | -5.1% | 2,561,872 | -3.1% | 1.99% | -3.4% |
| Q2 2021 | $710,415,000 | +1.4% | 2,643,601 | -1.7% | 2.06% | -5.8% |
| Q1 2021 | $700,321,000 | -4.2% | 2,690,646 | -15.4% | 2.19% | -12.2% |
| Q4 2020 | $730,743,000 | +11.4% | 3,179,495 | -10.2% | 2.49% | -4.7% |
| Q3 2020 | $656,155,000 | -7.7% | 3,540,850 | -11.4% | 2.61% | -15.9% |
| Q2 2020 | $710,656,000 | +14.1% | 3,996,489 | -7.7% | 3.11% | -7.1% |
| Q1 2020 | $622,805,000 | -27.7% | 4,329,237 | +3.5% | 3.35% | -19.7% |
| Q4 2019 | $860,840,000 | +5.3% | 4,182,486 | -1.1% | 4.16% | -5.3% |
| Q3 2019 | $817,280,000 | +0.9% | 4,229,574 | +1.4% | 4.40% | -7.2% |
| Q2 2019 | $810,024,000 | +0.6% | 4,169,794 | -1.9% | 4.74% | +7.8% |
| Q1 2019 | $805,075,000 | +15.7% | 4,250,662 | +1.4% | 4.39% | -8.6% |
| Q4 2018 | $695,814,000 | +11596800.0% | 4,190,062 | +13093843.8% | 4.81% | – |
| Q1 2018 | $6,000 | – | 32 | – | 0.00% | – |
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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% |