ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 637 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,917,182 | +14.0% | 113,882 | +420.2% | 0.08% | -11.5% |
Q1 2024 | $6,067,497 | -0.5% | 21,893 | -0.5% | 0.10% | 0.0% |
Q4 2023 | $6,100,200 | +7.6% | 22,010 | -3.2% | 0.10% | -5.0% |
Q3 2023 | $5,667,823 | -9.6% | 22,730 | -5.2% | 0.10% | +1.0% |
Q2 2023 | $6,269,317 | +1.4% | 23,976 | -3.0% | 0.10% | -9.1% |
Q1 2023 | $6,185,142 | -0.1% | 24,725 | -3.4% | 0.11% | -7.6% |
Q4 2022 | $6,189,335 | +11.0% | 25,587 | +0.6% | 0.12% | -0.8% |
Q3 2022 | $5,578,000 | -13.4% | 25,442 | -10.6% | 0.12% | -18.4% |
Q2 2022 | $6,440,000 | -13.0% | 28,465 | +3.2% | 0.15% | +0.7% |
Q1 2022 | $7,403,000 | +0.0% | 27,590 | +5.6% | 0.15% | +0.7% |
Q4 2021 | $7,400,000 | +21.4% | 26,139 | +12.8% | 0.14% | -1.4% |
Q3 2021 | $6,094,000 | -23.7% | 23,163 | -22.1% | 0.15% | -27.2% |
Q2 2021 | $7,992,000 | -6.5% | 29,740 | -9.5% | 0.20% | -16.5% |
Q1 2021 | $8,552,000 | +12.1% | 32,856 | -1.0% | 0.24% | -2.8% |
Q4 2020 | $7,626,000 | +25.2% | 33,179 | +0.9% | 0.25% | +4.2% |
Q3 2020 | $6,091,000 | +2631.4% | 32,867 | +2016.4% | 0.24% | +1393.8% |
Q1 2020 | $223,000 | -25.9% | 1,553 | +6.1% | 0.02% | -15.8% |
Q4 2019 | $301,000 | +20.4% | 1,464 | +13.0% | 0.02% | +5.6% |
Q3 2019 | $250,000 | +24.4% | 1,296 | +25.0% | 0.02% | +12.5% |
Q2 2019 | $201,000 | -51.7% | 1,037 | -53.3% | 0.02% | -62.8% |
Q1 2018 | $416,000 | +58.8% | 2,219 | +51.5% | 0.04% | +34.4% |
Q3 2017 | $262,000 | -99.3% | 1,465 | -99.3% | 0.03% | -99.3% |
Q2 2017 | $36,064,000 | +0.4% | 207,326 | -1.2% | 4.79% | -12.0% |
Q1 2017 | $35,934,000 | +14.7% | 209,869 | +10.8% | 5.44% | -1.4% |
Q4 2016 | $31,320,000 | -0.4% | 189,426 | -6.8% | 5.51% | -6.6% |
Q3 2016 | $31,447,000 | +7.9% | 203,264 | +4.2% | 5.90% | -0.2% |
Q2 2016 | $29,133,000 | +9.2% | 195,014 | +5.4% | 5.92% | +4.4% |
Q1 2016 | $26,677,000 | +12.4% | 185,016 | +8.7% | 5.67% | +3.1% |
Q4 2015 | $23,724,000 | +5.1% | 170,282 | +3.1% | 5.50% | -7.5% |
Q3 2015 | $22,568,000 | +3.0% | 165,203 | +14.6% | 5.95% | +3.0% |
Q2 2015 | $21,917,000 | 0.0% | 144,213 | 0.0% | 5.77% | 0.0% |
Q1 2015 | $21,917,000 | +11.5% | 144,213 | +6.3% | 5.77% | +2.0% |
Q4 2014 | $19,648,000 | +12.2% | 135,694 | +5.9% | 5.66% | +5.0% |
Q3 2014 | $17,517,000 | +1.8% | 128,107 | +6.5% | 5.39% | -3.5% |
Q2 2014 | $17,203,000 | +15.7% | 120,233 | +11.2% | 5.58% | +2.4% |
Q1 2014 | $14,869,000 | +2.0% | 108,164 | -0.8% | 5.45% | -1.7% |
Q4 2013 | $14,584,000 | +8.3% | 108,989 | +0.5% | 5.55% | -0.7% |
Q3 2013 | $13,469,000 | +10.8% | 108,499 | +3.1% | 5.59% | +6.5% |
Q2 2013 | $12,159,000 | – | 105,272 | – | 5.25% | – |
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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% |