ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,298 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $282 | -3.8% | 4,825 | 0.0% | 0.02% | -8.0% |
| Q1 2024 | $293 | +9.7% | 4,825 | +400.0% | 0.02% | -3.8% |
| Q4 2023 | $267 | +10.8% | 965 | 0.0% | 0.03% | +8.3% |
| Q3 2023 | $241 | -4.4% | 965 | 0.0% | 0.02% | -7.7% |
| Q2 2023 | $252 | -91.7% | 965 | -92.0% | 0.03% | -91.9% |
| Q1 2023 | $3,020 | +3.4% | 12,072 | 0.0% | 0.32% | -5.0% |
| Q4 2022 | $2,920 | -99.9% | 12,072 | 0.0% | 0.34% | +3.1% |
| Q3 2022 | $2,647,000 | -3.1% | 12,072 | 0.0% | 0.33% | +0.3% |
| Q2 2022 | $2,731,000 | -15.7% | 12,072 | 0.0% | 0.33% | -2.4% |
| Q1 2022 | $3,239,000 | -5.2% | 12,072 | 0.0% | 0.33% | -2.3% |
| Q4 2021 | $3,417,000 | +1245.3% | 12,072 | +1151.0% | 0.34% | +1166.7% |
| Q3 2021 | $254,000 | -1.9% | 965 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $259,000 | +3.2% | 965 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $251,000 | +13.1% | 965 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $222,000 | +24.0% | 965 | 0.0% | 0.03% | +12.0% |
| Q3 2020 | $179,000 | +4.1% | 965 | 0.0% | 0.02% | -7.4% |
| Q2 2020 | $172,000 | +23.7% | 965 | 0.0% | 0.03% | +3.8% |
| Q1 2020 | $139,000 | -30.2% | 965 | 0.0% | 0.03% | -3.7% |
| Q4 2019 | $199,000 | +7.0% | 965 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $186,000 | -0.5% | 965 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $187,000 | +2.2% | 965 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $183,000 | +14.4% | 965 | 0.0% | 0.03% | +12.5% |
| Q4 2018 | $160,000 | -52.1% | 965 | -41.9% | 0.02% | -50.0% |
| Q3 2018 | $334,000 | -0.3% | 1,660 | -3.5% | 0.05% | +6.7% |
| Q2 2018 | $335,000 | – | 1,720 | – | 0.04% | – |
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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% |