ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,196,048 | -14.8% | 12,817 | -10.6% | 0.12% | -11.5% |
| Q2 2023 | $3,749,236 | +6.2% | 14,338 | +1.6% | 0.14% | -1.4% |
| Q1 2023 | $3,530,724 | +10.1% | 14,114 | +6.4% | 0.14% | +2.2% |
| Q4 2022 | $3,208,035 | +30.4% | 13,262 | +18.2% | 0.14% | +17.9% |
| Q3 2022 | $2,460,000 | -10.8% | 11,219 | -8.0% | 0.12% | -6.4% |
| Q2 2022 | $2,757,000 | -15.5% | 12,189 | +0.2% | 0.12% | +5.0% |
| Q1 2022 | $3,264,000 | -2.1% | 12,162 | +3.3% | 0.12% | +8.2% |
| Q4 2021 | $3,333,000 | +15.4% | 11,774 | +7.3% | 0.11% | +0.9% |
| Q3 2021 | $2,888,000 | +13.4% | 10,977 | +15.8% | 0.11% | +13.5% |
| Q2 2021 | $2,546,000 | +7.9% | 9,476 | +4.6% | 0.10% | -3.0% |
| Q1 2021 | $2,359,000 | +13.5% | 9,062 | +0.2% | 0.10% | +6.5% |
| Q4 2020 | $2,079,000 | +16.4% | 9,047 | -6.2% | 0.09% | +2.2% |
| Q3 2020 | $1,786,000 | +0.5% | 9,640 | -3.5% | 0.09% | -10.8% |
| Q2 2020 | $1,777,000 | +35.6% | 9,994 | +9.8% | 0.10% | +12.1% |
| Q1 2020 | $1,310,000 | -18.4% | 9,104 | +16.7% | 0.09% | -2.2% |
| Q4 2019 | $1,606,000 | +8.2% | 7,804 | +1.6% | 0.09% | -2.1% |
| Q3 2019 | $1,484,000 | +9.8% | 7,682 | +10.4% | 0.10% | +8.0% |
| Q2 2019 | $1,351,000 | -23.4% | 6,957 | -25.3% | 0.09% | -27.3% |
| Q1 2019 | $1,764,000 | +17.4% | 9,314 | +2.9% | 0.12% | -13.6% |
| Q4 2018 | $1,503,000 | -27.4% | 9,051 | -18.7% | 0.14% | -17.6% |
| Q3 2018 | $2,071,000 | +33.0% | 11,127 | +43.0% | 0.17% | +42.9% |
| Q2 2018 | $1,557,000 | -0.5% | 7,783 | -3.6% | 0.12% | -9.2% |
| Q1 2018 | $1,565,000 | +2.6% | 8,077 | -1.0% | 0.13% | -3.0% |
| Q4 2017 | $1,526,000 | +78.3% | 8,158 | +73.7% | 0.14% | +35.0% |
| Q3 2017 | $856,000 | +22.5% | 4,697 | +17.6% | 0.10% | +17.6% |
| Q2 2017 | $699,000 | -0.9% | 3,995 | -1.8% | 0.08% | -2.3% |
| Q1 2017 | $705,000 | +3.7% | 4,070 | +0.0% | 0.09% | -4.4% |
| Q4 2016 | $680,000 | +44.1% | 4,069 | +30.5% | 0.09% | +33.8% |
| Q3 2016 | $472,000 | -0.6% | 3,117 | +1.7% | 0.07% | +1.5% |
| Q2 2016 | $475,000 | +21.5% | 3,066 | +11.8% | 0.07% | +11.7% |
| Q1 2016 | $391,000 | +0.3% | 2,742 | -8.5% | 0.06% | -11.8% |
| Q4 2015 | $390,000 | +74.9% | 2,998 | +91.0% | 0.07% | +78.9% |
| Q3 2015 | $223,000 | -5.1% | 1,570 | 0.0% | 0.04% | -7.3% |
| Q2 2015 | $235,000 | -47.9% | 1,570 | -46.9% | 0.04% | -47.4% |
| Q1 2015 | $451,000 | – | 2,956 | – | 0.08% | – |
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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% |