ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 874 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,000,985 | -10.2% | 17,105 | -6.8% | 0.06% | -24.7% |
| Q1 2024 | $1,114,275 | +9.6% | 18,345 | +400.0% | 0.08% | -6.6% |
| Q4 2023 | $1,016,863 | +29.5% | 3,669 | +16.6% | 0.09% | +9.6% |
| Q3 2023 | $784,954 | -3.4% | 3,148 | +1.3% | 0.08% | +2.5% |
| Q2 2023 | $812,680 | +4.5% | 3,108 | 0.0% | 0.08% | -2.4% |
| Q1 2023 | $777,497 | +3.4% | 3,108 | 0.0% | 0.08% | -3.5% |
| Q4 2022 | $751,794 | -2.5% | 3,108 | -11.6% | 0.09% | -11.3% |
| Q3 2022 | $771,000 | -3.0% | 3,516 | 0.0% | 0.10% | -1.0% |
| Q2 2022 | $795,000 | -16.9% | 3,516 | -1.4% | 0.10% | -6.7% |
| Q1 2022 | $957,000 | -10.3% | 3,565 | -5.4% | 0.10% | +1.9% |
| Q4 2021 | $1,067,000 | +3.6% | 3,769 | -3.7% | 0.10% | -12.0% |
| Q3 2021 | $1,030,000 | -2.2% | 3,914 | -0.2% | 0.12% | -3.3% |
| Q2 2021 | $1,053,000 | +2.2% | 3,920 | -0.9% | 0.12% | -14.8% |
| Q1 2021 | $1,030,000 | -22.1% | 3,956 | -31.2% | 0.14% | -25.7% |
| Q4 2020 | $1,322,000 | +23.1% | 5,751 | -0.8% | 0.19% | +9.1% |
| Q3 2020 | $1,074,000 | +2.9% | 5,795 | -1.3% | 0.18% | -8.9% |
| Q2 2020 | $1,044,000 | +21.8% | 5,870 | -1.5% | 0.19% | -6.3% |
| Q1 2020 | $857,000 | -35.5% | 5,957 | -7.7% | 0.20% | -22.3% |
| Q4 2019 | $1,328,000 | +5.2% | 6,451 | -1.2% | 0.26% | -1.1% |
| Q3 2019 | $1,262,000 | -9.3% | 6,530 | -8.8% | 0.27% | -15.2% |
| Q2 2019 | $1,391,000 | +2.2% | 7,162 | -0.3% | 0.32% | -4.3% |
| Q1 2019 | $1,361,000 | +7.9% | 7,185 | -5.3% | 0.33% | -2.4% |
| Q4 2018 | $1,261,000 | -19.3% | 7,591 | -2.2% | 0.34% | -16.2% |
| Q3 2018 | $1,562,000 | -2.5% | 7,762 | -5.6% | 0.40% | -6.9% |
| Q2 2018 | $1,602,000 | -4.6% | 8,225 | -8.1% | 0.43% | -5.3% |
| Q1 2018 | $1,679,000 | -4.3% | 8,949 | -3.2% | 0.46% | -4.8% |
| Q4 2017 | $1,755,000 | -0.6% | 9,247 | -6.3% | 0.48% | -5.0% |
| Q3 2017 | $1,765,000 | -0.5% | 9,864 | -3.2% | 0.50% | -5.4% |
| Q2 2017 | $1,773,000 | -3.1% | 10,193 | -4.6% | 0.53% | -4.1% |
| Q1 2017 | $1,829,000 | +1.5% | 10,682 | -2.0% | 0.56% | -3.5% |
| Q4 2016 | $1,802,000 | +7.7% | 10,896 | +0.8% | 0.58% | +6.5% |
| Q3 2016 | $1,673,000 | +5.7% | 10,812 | +2.0% | 0.54% | +0.7% |
| Q2 2016 | $1,583,000 | +4.3% | 10,599 | +0.7% | 0.54% | 0.0% |
| Q1 2016 | $1,518,000 | +3.8% | 10,526 | +0.2% | 0.54% | -0.7% |
| Q4 2015 | $1,463,000 | +4.0% | 10,500 | +1.9% | 0.54% | -12.3% |
| Q3 2015 | $1,407,000 | -12.0% | 10,303 | -3.3% | 0.62% | -5.7% |
| Q2 2015 | $1,599,000 | -1.4% | 10,659 | -0.1% | 0.65% | +1.2% |
| Q1 2015 | $1,622,000 | -7.3% | 10,675 | -11.7% | 0.65% | +19.6% |
| Q4 2014 | $1,750,000 | -4.4% | 12,084 | -9.7% | 0.54% | -5.4% |
| Q3 2014 | $1,830,000 | -34.6% | 13,385 | -31.6% | 0.57% | -32.7% |
| Q2 2014 | $2,800,000 | +0.3% | 19,568 | -3.7% | 0.85% | -5.9% |
| Q1 2014 | $2,792,000 | -1.4% | 20,312 | -4.0% | 0.90% | -10.5% |
| Q4 2013 | $2,832,000 | -36.7% | 21,163 | -41.3% | 1.01% | -38.0% |
| Q3 2013 | $4,476,000 | +9.2% | 36,058 | +1.6% | 1.62% | -3.8% |
| Q2 2013 | $4,100,000 | – | 35,495 | – | 1.69% | – |
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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% |