ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,045,597 | +2.0% | 20,235 | +7.0% | 0.04% | +12.5% |
Q2 2023 | $4,946,156 | +16.8% | 18,916 | +11.7% | 0.04% | +14.3% |
Q1 2023 | $4,234,959 | +8.7% | 16,929 | +5.1% | 0.04% | +2.9% |
Q4 2022 | $3,895,638 | +10.8% | 16,105 | +0.5% | 0.03% | +3.0% |
Q3 2022 | $3,515,000 | -5.3% | 16,032 | -2.3% | 0.03% | +3.1% |
Q2 2022 | $3,712,000 | -15.6% | 16,409 | +0.1% | 0.03% | +3.2% |
Q1 2022 | $4,397,000 | +8.4% | 16,385 | +14.3% | 0.03% | +34.8% |
Q4 2021 | $4,057,000 | +7.6% | 14,333 | 0.0% | 0.02% | +4.5% |
Q3 2021 | $3,771,000 | -2.6% | 14,333 | -0.5% | 0.02% | -4.3% |
Q2 2021 | $3,871,000 | +3.8% | 14,404 | +0.5% | 0.02% | -4.2% |
Q1 2021 | $3,731,000 | +13.3% | 14,333 | 0.0% | 0.02% | +9.1% |
Q4 2020 | $3,294,000 | +24.0% | 14,333 | 0.0% | 0.02% | +15.8% |
Q3 2020 | $2,656,000 | +10.3% | 14,333 | +5.9% | 0.02% | +5.6% |
Q2 2020 | $2,408,000 | +21.0% | 13,539 | -2.1% | 0.02% | +12.5% |
Q1 2020 | $1,990,000 | -51.9% | 13,836 | -31.1% | 0.02% | -38.5% |
Q4 2019 | $4,136,000 | +195.4% | 20,095 | +177.4% | 0.03% | +188.9% |
Q3 2019 | $1,400,000 | +48.5% | 7,244 | +49.3% | 0.01% | +50.0% |
Q2 2019 | $943,000 | +27.6% | 4,853 | +24.3% | 0.01% | +20.0% |
Q1 2019 | $739,000 | +2539.3% | 3,904 | +2210.1% | 0.01% | – |
Q4 2018 | $28,000 | -89.2% | 169 | -88.4% | 0.00% | -100.0% |
Q3 2017 | $260,000 | +251.4% | 1,453 | +241.9% | 0.00% | – |
Q2 2017 | $74,000 | +1.4% | 425 | 0.0% | 0.00% | – |
Q1 2017 | $73,000 | +4.3% | 425 | 0.0% | 0.00% | – |
Q4 2016 | $70,000 | +6.1% | 425 | 0.0% | 0.00% | – |
Q3 2016 | $66,000 | +57.1% | 425 | +51.8% | 0.00% | – |
Q2 2016 | $42,000 | -74.1% | 280 | -75.1% | 0.00% | -100.0% |
Q1 2016 | $162,000 | +3.2% | 1,125 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $157,000 | +25.6% | 1,125 | +23.0% | 0.00% | 0.0% |
Q3 2015 | $125,000 | -55.0% | 915 | -50.7% | 0.00% | 0.0% |
Q2 2015 | $278,000 | -5.4% | 1,855 | -4.0% | 0.00% | 0.0% |
Q1 2015 | $294,000 | +9.3% | 1,933 | +4.2% | 0.00% | 0.0% |
Q4 2014 | $269,000 | -63.7% | 1,855 | -65.8% | 0.00% | -66.7% |
Q3 2014 | $742,000 | +155.9% | 5,424 | +167.6% | 0.00% | +200.0% |
Q2 2014 | $290,000 | +93.3% | 2,027 | +86.0% | 0.00% | 0.0% |
Q1 2014 | $150,000 | +10.3% | 1,090 | +7.4% | 0.00% | 0.0% |
Q4 2013 | $136,000 | +7.9% | 1,015 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $126,000 | +7.7% | 1,015 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $117,000 | 0.0% | 1,015 | 0.0% | 0.00% | 0.0% |
Q1 2013 | $117,000 | – | 1,015 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 748,496 | $108,824,000 | 42.63% |
Pachira Investments Inc. | 46,774 | $6,729,000 | 27.00% |
Leonard Rickey Investment Advisors P.L.L.C. | 228,867 | $32,925,000 | 25.54% |
HBC Financial Services, PLLC | 150,155 | $20,335,000 | 23.05% |
Affiance Financial, LLC | 179,372 | $25,804,000 | 17.79% |
Lee Financial Co | 365,578 | $52,592,000 | 17.45% |
Millburn Ridgefield Corp | 2,025,674 | $291,413,000 | 17.42% |
Independent Order of Foresters | 101,500 | $14,602,000 | 17.16% |
ARKANSAS FINANCIAL GROUP, INC. | 312,694 | $44,984,000 | 16.72% |
LVZ, Inc. | 457,036 | $65,749,000 | 16.06% |