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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,032,000 | +56.8% | 4,563 | +86.0% | 0.00% | -98.0% |
| Q1 2022 | $658,000 | -2.9% | 2,453 | +2.4% | 0.05% | +8.5% |
| Q4 2021 | $678,000 | +11.5% | 2,396 | +3.6% | 0.05% | 0.0% |
| Q3 2021 | $608,000 | +96.8% | 2,312 | +101.4% | 0.05% | +38.2% |
| Q2 2021 | $309,000 | +3.3% | 1,148 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $299,000 | +13.3% | 1,148 | 0.0% | 0.04% | +2.9% |
| Q4 2020 | $264,000 | +23.9% | 1,148 | 0.0% | 0.03% | +36.0% |
| Q3 2020 | $213,000 | -53.1% | 1,148 | -55.0% | 0.02% | -50.0% |
| Q2 2020 | $454,000 | -57.2% | 2,552 | -65.4% | 0.05% | -55.0% |
| Q1 2020 | $1,061,000 | +22.1% | 7,380 | +74.8% | 0.11% | -14.6% |
| Q4 2019 | $869,000 | +4.1% | 4,222 | -2.3% | 0.13% | -11.0% |
| Q3 2019 | $835,000 | -1.6% | 4,322 | -1.1% | 0.15% | +12.3% |
| Q2 2019 | $849,000 | +2.7% | 4,370 | +0.0% | 0.13% | -9.1% |
| Q1 2019 | $827,000 | +24.0% | 4,368 | +8.7% | 0.14% | +2.1% |
| Q4 2018 | $667,000 | +181.4% | 4,018 | +240.8% | 0.14% | +141.4% |
| Q3 2018 | $237,000 | +21.5% | 1,179 | -9.4% | 0.06% | -62.6% |
| Q2 2015 | $195,000 | -6.2% | 1,302 | -4.9% | 0.16% | -0.6% |
| Q1 2015 | $208,000 | +7.2% | 1,369 | +2.1% | 0.16% | -1.9% |
| Q4 2014 | $194,000 | +6.0% | 1,341 | 0.0% | 0.16% | +16.9% |
| Q3 2014 | $183,000 | -44.0% | 1,341 | -41.4% | 0.14% | -35.8% |
| Q2 2014 | $327,000 | +31.9% | 2,290 | +26.8% | 0.21% | +15.8% |
| Q1 2014 | $248,000 | – | 1,806 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |