ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,175 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,059,270 | -3.1% | 86,454 | +0.5% | 0.10% | -7.9% |
| Q1 2024 | $5,223,014 | +7.1% | 85,990 | +388.9% | 0.11% | 0.0% |
| Q4 2023 | $4,874,774 | +6.5% | 17,589 | -4.2% | 0.11% | -5.0% |
| Q3 2023 | $4,575,807 | +65.9% | 18,351 | +74.0% | 0.12% | +37.9% |
| Q2 2023 | $2,757,830 | +8.9% | 10,547 | +4.2% | 0.09% | +3.6% |
| Q1 2023 | $2,531,869 | +5.0% | 10,121 | +1.5% | 0.08% | +2.4% |
| Q4 2022 | $2,412,369 | +6.9% | 9,973 | -3.1% | 0.08% | +2.5% |
| Q3 2022 | $2,257,000 | -5.5% | 10,294 | -2.5% | 0.08% | 0.0% |
| Q2 2022 | $2,388,000 | -18.5% | 10,556 | -3.3% | 0.08% | -2.4% |
| Q1 2022 | $2,930,000 | -7.9% | 10,919 | -2.9% | 0.08% | -1.2% |
| Q4 2021 | $3,183,000 | +13.7% | 11,244 | +5.6% | 0.08% | +5.1% |
| Q3 2021 | $2,800,000 | -12.9% | 10,644 | -11.0% | 0.08% | -15.1% |
| Q2 2021 | $3,215,000 | +2.0% | 11,964 | -1.2% | 0.09% | -6.1% |
| Q1 2021 | $3,153,000 | +15.4% | 12,114 | +1.9% | 0.10% | +10.0% |
| Q4 2020 | $2,732,000 | +24.6% | 11,889 | +0.4% | 0.09% | +9.8% |
| Q3 2020 | $2,193,000 | +1.1% | 11,836 | -3.0% | 0.08% | -5.7% |
| Q2 2020 | $2,170,000 | +20.8% | 12,201 | -2.3% | 0.09% | -2.2% |
| Q1 2020 | $1,797,000 | -32.6% | 12,491 | -3.5% | 0.09% | -16.0% |
| Q4 2019 | $2,665,000 | +11.4% | 12,948 | +4.6% | 0.11% | +1.0% |
| Q3 2019 | $2,392,000 | +2.4% | 12,381 | +3.0% | 0.10% | -0.9% |
| Q2 2019 | $2,335,000 | +784.5% | 12,020 | +816.2% | 0.11% | +457.9% |
| Q3 2018 | $264,000 | – | 1,312 | – | 0.02% | – |
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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% |