ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,141 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1 | 0.0% | 0 | – | 0.00% | – |
| Q1 2024 | $1 | -80.0% | 0 | – | 0.00% | – |
| Q4 2023 | $5 | +25.0% | 0 | – | 0.00% | – |
| Q3 2023 | $4 | 0.0% | 0 | – | 0.00% | – |
| Q2 2023 | $4 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $108,000 | +8.0% | 380 | 0.0% | 0.04% | +6.1% |
| Q3 2021 | $100,000 | -2.0% | 380 | 0.0% | 0.03% | -5.7% |
| Q2 2021 | $102,000 | -50.7% | 380 | -57.8% | 0.04% | -52.7% |
| Q4 2020 | $207,000 | +24.0% | 900 | 0.0% | 0.07% | +8.8% |
| Q3 2020 | $167,000 | +4.4% | 900 | 0.0% | 0.07% | -1.4% |
| Q2 2020 | $160,000 | -38.2% | 900 | -50.0% | 0.07% | -43.9% |
| Q1 2020 | $259,000 | -39.2% | 1,800 | -13.0% | 0.12% | -8.2% |
| Q4 2019 | $426,000 | +22.4% | 2,070 | +15.0% | 0.13% | +16.5% |
| Q3 2019 | $348,000 | -0.6% | 1,800 | 0.0% | 0.12% | -9.4% |
| Q2 2019 | $350,000 | +2.6% | 1,800 | 0.0% | 0.13% | -8.0% |
| Q1 2019 | $341,000 | +14.0% | 1,800 | 0.0% | 0.14% | +6.2% |
| Q4 2018 | $299,000 | -17.4% | 1,800 | 0.0% | 0.13% | -9.7% |
| Q3 2018 | $362,000 | +3.1% | 1,800 | 0.0% | 0.14% | -0.7% |
| Q2 2018 | $351,000 | +3.8% | 1,800 | 0.0% | 0.14% | +1.4% |
| Q1 2018 | $338,000 | – | 1,800 | – | 0.14% | – |
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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% |