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 | $6,696,934 | -3.6% | 26,858 | +1.1% | 2.80% | -10.2% |
| Q2 2023 | $6,946,102 | +5.3% | 26,565 | +0.8% | 3.12% | +3.0% |
| Q1 2023 | $6,595,685 | +3.6% | 26,366 | +0.2% | 3.03% | -1.0% |
| Q4 2022 | $6,365,472 | +4.8% | 26,316 | -5.0% | 3.06% | -24.1% |
| Q3 2022 | $6,072,000 | -3.9% | 27,692 | -0.9% | 4.04% | +16.8% |
| Q2 2022 | $6,321,000 | -13.7% | 27,939 | +2.4% | 3.45% | -11.6% |
| Q1 2022 | $7,325,000 | +1.0% | 27,297 | +6.6% | 3.91% | -8.3% |
| Q4 2021 | $7,251,000 | +7.5% | 25,614 | -0.1% | 4.26% | +8.0% |
| Q3 2021 | $6,744,000 | -1.3% | 25,636 | +0.8% | 3.94% | -3.9% |
| Q2 2021 | $6,834,000 | +11.4% | 25,431 | +7.9% | 4.10% | -3.5% |
| Q1 2021 | $6,133,000 | +17.0% | 23,563 | +3.3% | 4.25% | +10.6% |
| Q4 2020 | $5,241,000 | +26.0% | 22,802 | +1.6% | 3.84% | +10.5% |
| Q3 2020 | $4,159,000 | +4.8% | 22,445 | +0.6% | 3.48% | -5.1% |
| Q2 2020 | $3,968,000 | +23.8% | 22,313 | +0.1% | 3.67% | -8.4% |
| Q1 2020 | $3,205,000 | -27.8% | 22,281 | +3.3% | 4.00% | -3.0% |
| Q4 2019 | $4,441,000 | +6.1% | 21,578 | -0.4% | 4.13% | -2.9% |
| Q3 2019 | $4,186,000 | -17.8% | 21,665 | -17.4% | 4.25% | -6.5% |
| Q2 2019 | $5,095,000 | +4.7% | 26,228 | +2.1% | 4.55% | -3.3% |
| Q1 2019 | $4,867,000 | +14.0% | 25,695 | -0.0% | 4.70% | +4.3% |
| Q4 2018 | $4,269,000 | -16.2% | 25,705 | +1.5% | 4.51% | -20.4% |
| Q3 2018 | $5,097,000 | -0.1% | 25,320 | -3.4% | 5.67% | +18.5% |
| Q2 2018 | $5,104,000 | +7.5% | 26,205 | +4.8% | 4.78% | -12.0% |
| Q4 2017 | $4,746,000 | +32.8% | 25,007 | +21.7% | 5.44% | +13.9% |
| Q2 2017 | $3,573,000 | – | 20,541 | – | 4.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |