ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,706,166 | -0.7% | 187,312 | +4.1% | 3.50% | +4.5% |
| Q2 2023 | $47,055,071 | +3.9% | 179,957 | -0.6% | 3.35% | -2.5% |
| Q1 2023 | $45,304,220 | +8.4% | 181,101 | +4.8% | 3.44% | -2.7% |
| Q4 2022 | $41,795,417 | +83.0% | 172,787 | +65.9% | 3.53% | +33.4% |
| Q3 2022 | $22,837,000 | +23.4% | 104,156 | +27.4% | 2.65% | +20.8% |
| Q2 2022 | $18,501,000 | +1740.9% | 81,781 | +2082.6% | 2.19% | +2337.8% |
| Q1 2022 | $1,005,000 | -6.2% | 3,747 | -1.0% | 0.09% | -6.2% |
| Q4 2021 | $1,072,000 | +1.2% | 3,786 | -5.9% | 0.10% | -15.8% |
| Q3 2021 | $1,059,000 | -6.7% | 4,024 | -4.8% | 0.11% | -1.7% |
| Q2 2021 | $1,135,000 | +9.1% | 4,225 | +5.7% | 0.12% | -16.5% |
| Q1 2021 | $1,040,000 | -25.0% | 3,996 | -33.8% | 0.14% | -40.1% |
| Q4 2020 | $1,386,000 | +21.5% | 6,032 | -2.0% | 0.23% | -2.9% |
| Q3 2020 | $1,141,000 | +4.8% | 6,158 | +0.5% | 0.24% | +7.7% |
| Q2 2020 | $1,089,000 | -54.7% | 6,127 | -63.3% | 0.22% | -60.8% |
| Q1 2020 | $2,405,000 | -63.1% | 16,716 | -47.2% | 0.57% | -48.8% |
| Q4 2019 | $6,514,000 | +6.5% | 31,648 | -0.1% | 1.11% | -6.1% |
| Q3 2019 | $6,119,000 | -2.0% | 31,665 | -1.5% | 1.18% | -3.6% |
| Q2 2019 | $6,246,000 | +1.5% | 32,154 | -1.0% | 1.22% | -1.4% |
| Q1 2019 | $6,152,000 | +14.7% | 32,482 | +0.5% | 1.24% | +3.3% |
| Q4 2018 | $5,365,000 | +363.3% | 32,306 | +461.6% | 1.20% | +319.2% |
| Q3 2018 | $1,158,000 | -2.0% | 5,753 | -5.2% | 0.29% | -6.5% |
| Q2 2018 | $1,182,000 | +41.9% | 6,070 | +36.7% | 0.31% | +34.2% |
| Q1 2018 | $833,000 | -1.8% | 4,441 | -0.6% | 0.23% | -3.0% |
| Q4 2017 | $848,000 | +54.7% | 4,467 | +45.7% | 0.24% | +55.6% |
| Q3 2017 | $548,000 | +15.6% | 3,066 | +12.6% | 0.15% | +22.8% |
| Q2 2017 | $474,000 | +9.5% | 2,724 | +7.7% | 0.12% | +13.9% |
| Q1 2017 | $433,000 | +34.9% | 2,530 | +30.4% | 0.11% | +30.1% |
| Q4 2016 | $321,000 | – | 1,940 | – | 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% |