ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 748,496 | $108,824,000 | 42.63% |
| Pachira Investments Inc. | 46,774 | $6,729,000 | 27.00% |
| Leonard Rickey Investment Advisors P.L.L.C. | 228,867 | $32,925,000 | 25.54% |
| HBC Financial Services, PLLC | 150,155 | $20,335,000 | 23.05% |
| Affiance Financial, LLC | 179,372 | $25,804,000 | 17.79% |
| Lee Financial Co | 365,578 | $52,592,000 | 17.45% |
| Millburn Ridgefield Corp | 2,025,674 | $291,413,000 | 17.42% |
| Independent Order of Foresters | 101,500 | $14,602,000 | 17.16% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,694 | $44,984,000 | 16.72% |
| LVZ, Inc. | 457,036 | $65,749,000 | 16.06% |