ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,423 | -5.0% | 41,800 | -0.4% | 0.03% | -2.9% |
| Q2 2023 | $10,973 | +4.2% | 41,964 | -0.3% | 0.04% | 0.0% |
| Q1 2023 | $10,527 | +1.6% | 42,081 | -1.8% | 0.04% | -5.4% |
| Q4 2022 | $10,363 | -99.9% | 42,842 | +5.3% | 0.04% | +8.8% |
| Q3 2022 | $8,922,000 | +1.2% | 40,690 | +4.4% | 0.03% | +9.7% |
| Q2 2022 | $8,814,000 | -8.8% | 38,961 | +8.2% | 0.03% | 0.0% |
| Q1 2022 | $9,664,000 | -0.7% | 36,015 | +4.7% | 0.03% | +10.7% |
| Q4 2021 | $9,733,000 | +18.5% | 34,384 | +10.1% | 0.03% | +3.7% |
| Q3 2021 | $8,213,000 | -3.1% | 31,219 | -1.0% | 0.03% | +12.5% |
| Q2 2021 | $8,475,000 | +3.3% | 31,536 | +0.0% | 0.02% | 0.0% |
| Q1 2021 | $8,205,000 | +11.4% | 31,525 | -1.7% | 0.02% | +4.3% |
| Q4 2020 | $7,368,000 | +28.9% | 32,058 | +3.9% | 0.02% | -8.0% |
| Q3 2020 | $5,715,000 | +4.6% | 30,840 | +0.4% | 0.02% | 0.0% |
| Q2 2020 | $5,463,000 | +24.0% | 30,722 | +0.3% | 0.02% | +8.7% |
| Q1 2020 | $4,406,000 | -25.7% | 30,630 | +6.3% | 0.02% | -4.2% |
| Q4 2019 | $5,932,000 | +21.5% | 28,820 | +14.1% | 0.02% | +9.1% |
| Q3 2019 | $4,882,000 | +8.1% | 25,264 | +8.6% | 0.02% | +10.0% |
| Q2 2019 | $4,517,000 | +6.0% | 23,254 | +3.3% | 0.02% | 0.0% |
| Q1 2019 | $4,263,000 | +15.2% | 22,507 | +1.0% | 0.02% | +5.3% |
| Q4 2018 | $3,700,000 | -21.9% | 22,282 | -5.3% | 0.02% | -5.0% |
| Q3 2018 | $4,736,000 | +1.0% | 23,527 | -2.2% | 0.02% | 0.0% |
| Q2 2018 | $4,688,000 | +1.8% | 24,067 | -2.0% | 0.02% | +5.3% |
| Q1 2018 | $4,606,000 | +0.5% | 24,556 | +1.7% | 0.02% | -9.5% |
| Q4 2017 | $4,582,000 | +14.9% | 24,144 | +8.3% | 0.02% | +10.5% |
| Q3 2017 | $3,988,000 | +21.3% | 22,292 | +17.9% | 0.02% | +35.7% |
| Q2 2017 | $3,288,000 | +26.9% | 18,902 | +24.9% | 0.01% | +75.0% |
| Q1 2017 | $2,592,000 | +44.2% | 15,137 | +39.3% | 0.01% | +14.3% |
| Q4 2016 | $1,797,000 | +12.5% | 10,867 | +5.2% | 0.01% | +16.7% |
| Q3 2016 | $1,598,000 | +29.4% | 10,327 | +24.9% | 0.01% | +20.0% |
| Q2 2016 | $1,235,000 | +0.7% | 8,267 | -2.8% | 0.01% | -16.7% |
| Q1 2016 | $1,226,000 | +2.8% | 8,504 | -0.7% | 0.01% | 0.0% |
| Q4 2015 | $1,193,000 | +1.0% | 8,560 | -1.0% | 0.01% | 0.0% |
| Q3 2015 | $1,181,000 | -8.4% | 8,645 | +0.5% | 0.01% | 0.0% |
| Q2 2015 | $1,290,000 | +49.1% | 8,601 | +51.2% | 0.01% | +50.0% |
| Q1 2015 | $865,000 | +258.9% | 5,689 | +242.1% | 0.00% | +300.0% |
| Q4 2014 | $241,000 | – | 1,663 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |