ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,505,922 | +6.2% | 10,050 | +11.4% | 0.17% | +8.2% |
| Q2 2023 | $2,359,548 | +20.9% | 9,024 | +15.7% | 0.16% | +12.9% |
| Q1 2023 | $1,951,724 | +7.4% | 7,802 | +3.9% | 0.14% | 0.0% |
| Q4 2022 | $1,816,975 | +88.1% | 7,512 | +70.5% | 0.14% | +68.7% |
| Q3 2022 | $966,000 | +68.0% | 4,405 | +73.3% | 0.08% | +72.9% |
| Q2 2022 | $575,000 | -15.1% | 2,542 | -1.7% | 0.05% | -4.0% |
| Q1 2022 | $677,000 | -6.0% | 2,587 | +1.8% | 0.05% | +2.0% |
| Q4 2021 | $720,000 | +7.6% | 2,542 | 0.0% | 0.05% | -3.9% |
| Q3 2021 | $669,000 | -2.0% | 2,542 | 0.0% | 0.05% | -3.8% |
| Q2 2021 | $683,000 | -2.8% | 2,542 | -5.9% | 0.05% | -14.5% |
| Q1 2021 | $703,000 | +13.2% | 2,702 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $621,000 | +24.0% | 2,702 | 0.0% | 0.06% | -6.2% |
| Q3 2020 | $501,000 | +3.3% | 2,702 | -0.9% | 0.06% | -5.8% |
| Q2 2020 | $485,000 | +11.5% | 2,727 | -9.8% | 0.07% | -9.2% |
| Q1 2020 | $435,000 | -26.0% | 3,024 | +5.8% | 0.08% | -1.3% |
| Q4 2019 | $588,000 | +9.7% | 2,857 | +3.0% | 0.08% | +1.3% |
| Q3 2019 | $536,000 | -0.6% | 2,775 | 0.0% | 0.08% | -2.6% |
| Q2 2019 | $539,000 | +2.5% | 2,775 | 0.0% | 0.08% | +1.3% |
| Q1 2019 | $526,000 | +24.3% | 2,775 | +15.4% | 0.08% | +14.9% |
| Q4 2018 | $423,000 | -13.7% | 2,405 | -1.2% | 0.07% | -13.0% |
| Q3 2018 | $490,000 | +3.4% | 2,435 | 0.0% | 0.08% | -2.5% |
| Q2 2018 | $474,000 | +6.0% | 2,435 | +2.3% | 0.08% | +1.3% |
| Q1 2018 | $447,000 | -1.1% | 2,381 | 0.0% | 0.08% | 0.0% |
| Q4 2017 | $452,000 | +6.1% | 2,381 | 0.0% | 0.08% | 0.0% |
| Q3 2017 | $426,000 | -4.3% | 2,381 | -7.0% | 0.08% | -7.1% |
| Q2 2017 | $445,000 | +1.6% | 2,561 | 0.0% | 0.08% | -2.3% |
| Q1 2017 | $438,000 | +3.5% | 2,561 | 0.0% | 0.09% | +1.2% |
| Q4 2016 | $423,000 | +6.8% | 2,561 | 0.0% | 0.08% | +4.9% |
| Q3 2016 | $396,000 | +4.8% | 2,561 | +1.2% | 0.08% | +1.2% |
| Q2 2016 | $378,000 | -2.3% | 2,531 | -5.6% | 0.08% | -5.9% |
| Q1 2016 | $387,000 | +3.5% | 2,681 | 0.0% | 0.08% | -7.6% |
| Q4 2015 | $374,000 | +2.2% | 2,681 | 0.0% | 0.09% | -6.1% |
| Q3 2015 | $366,000 | -9.0% | 2,681 | 0.0% | 0.10% | -4.9% |
| Q2 2015 | $402,000 | -1.2% | 2,681 | 0.0% | 0.10% | 0.0% |
| Q1 2015 | $407,000 | -16.9% | 2,681 | -20.8% | 0.10% | -22.0% |
| Q4 2014 | $490,000 | +250.0% | 3,385 | +231.5% | 0.13% | +207.0% |
| Q3 2014 | $140,000 | +35.9% | 1,021 | +41.6% | 0.04% | +34.4% |
| Q2 2014 | $103,000 | +4.0% | 721 | 0.0% | 0.03% | -3.0% |
| Q1 2014 | $99,000 | +3.1% | 721 | 0.0% | 0.03% | -5.7% |
| Q4 2013 | $96,000 | +6.7% | 721 | 0.0% | 0.04% | -5.4% |
| Q3 2013 | $90,000 | +8.4% | 721 | 0.0% | 0.04% | -5.1% |
| Q2 2013 | $83,000 | 0.0% | 721 | 0.0% | 0.04% | -7.1% |
| Q1 2013 | $83,000 | +62.7% | 721 | +44.2% | 0.04% | +27.3% |
| Q4 2012 | $51,000 | – | 500 | – | 0.03% | – |
Download | ||||||
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% |