ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,049,112 | -3.7% | 40,301 | +1.0% | 1.15% | -0.8% |
| Q2 2023 | $10,435,205 | +2.3% | 39,908 | -2.1% | 1.16% | -3.2% |
| Q1 2023 | $10,200,724 | +84.7% | 40,777 | +78.6% | 1.20% | +76.7% |
| Q4 2022 | $5,523,636 | +12.8% | 22,835 | +2.3% | 0.68% | +2.3% |
| Q3 2022 | $4,895,000 | -0.9% | 22,323 | +2.3% | 0.66% | -4.5% |
| Q2 2022 | $4,937,000 | -16.5% | 21,822 | -1.0% | 0.69% | -0.9% |
| Q1 2022 | $5,913,000 | -5.8% | 22,035 | -0.7% | 0.70% | -0.3% |
| Q4 2021 | $6,280,000 | +8.1% | 22,185 | +0.4% | 0.70% | -2.1% |
| Q3 2021 | $5,812,000 | -0.7% | 22,094 | +1.5% | 0.72% | +0.4% |
| Q2 2021 | $5,852,000 | +5.0% | 21,776 | +1.7% | 0.71% | -2.5% |
| Q1 2021 | $5,572,000 | +11.1% | 21,406 | -1.9% | 0.73% | +5.2% |
| Q4 2020 | $5,016,000 | +24.2% | 21,824 | +0.1% | 0.70% | +9.6% |
| Q3 2020 | $4,040,000 | -7.1% | 21,800 | -10.9% | 0.64% | -14.4% |
| Q2 2020 | $4,349,000 | -45.2% | 24,456 | -55.7% | 0.74% | -55.3% |
| Q1 2020 | $7,936,000 | -36.0% | 55,164 | -8.4% | 1.66% | -19.3% |
| Q4 2019 | $12,397,000 | +6.3% | 60,232 | -0.2% | 2.06% | -0.2% |
| Q3 2019 | $11,665,000 | -4.8% | 60,370 | -4.3% | 2.06% | -7.0% |
| Q2 2019 | $12,259,000 | +3.1% | 63,110 | +0.6% | 2.22% | -1.6% |
| Q1 2019 | $11,886,000 | +26.7% | 62,760 | +11.1% | 2.26% | -1.6% |
| Q4 2018 | $9,382,000 | -25.7% | 56,495 | -9.9% | 2.29% | -2.9% |
| Q3 2018 | $12,627,000 | +4.8% | 62,728 | +1.4% | 2.36% | -1.1% |
| Q2 2018 | $12,045,000 | +5.7% | 61,841 | +1.8% | 2.39% | +2.8% |
| Q1 2018 | $11,392,000 | -22.5% | 60,735 | -21.6% | 2.32% | +1.9% |
| Q4 2017 | $14,708,000 | +47.9% | 77,498 | +39.4% | 2.28% | +4.3% |
| Q3 2017 | $9,945,000 | +12.0% | 55,590 | +8.9% | 2.18% | +8.4% |
| Q2 2017 | $8,879,000 | +69.4% | 51,042 | +67.8% | 2.02% | +25.1% |
| Q1 2017 | $5,241,000 | +6.5% | 30,415 | +2.2% | 1.61% | +1.5% |
| Q4 2016 | $4,920,000 | +8.5% | 29,755 | +1.5% | 1.59% | +11.4% |
| Q3 2016 | $4,536,000 | +3.3% | 29,320 | -0.3% | 1.42% | +1.4% |
| Q2 2016 | $4,392,000 | +2.2% | 29,402 | -1.3% | 1.40% | +0.2% |
| Q1 2016 | $4,297,000 | +4.6% | 29,801 | +1.1% | 1.40% | +2.6% |
| Q4 2015 | $4,107,000 | +1.0% | 29,476 | -1.0% | 1.37% | 0.0% |
| Q3 2015 | $4,067,000 | -8.3% | 29,774 | +0.7% | 1.37% | -0.6% |
| Q2 2015 | $4,434,000 | -0.2% | 29,564 | +1.1% | 1.37% | +1.2% |
| Q1 2015 | $4,444,000 | +26.6% | 29,239 | +20.6% | 1.36% | +0.1% |
| Q4 2014 | $3,510,000 | -11.0% | 24,241 | -16.0% | 1.36% | +11.0% |
| Q3 2014 | $3,944,000 | -6.1% | 28,846 | -1.8% | 1.22% | -4.3% |
| Q2 2014 | $4,201,000 | -0.8% | 29,363 | -4.7% | 1.28% | -3.5% |
| Q1 2014 | $4,235,000 | +3.9% | 30,804 | +1.1% | 1.32% | +3.4% |
| Q4 2013 | $4,076,000 | +7.9% | 30,464 | +0.1% | 1.28% | +0.1% |
| Q3 2013 | $3,779,000 | +8.3% | 30,442 | +0.8% | 1.28% | +3.4% |
| Q2 2013 | $3,489,000 | – | 30,212 | – | 1.24% | – |
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% |