ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $266,805 | +12.6% | 1,103 | +1.9% | 0.02% | +4.8% |
| Q3 2022 | $237,000 | -0.8% | 1,082 | +2.4% | 0.02% | 0.0% |
| Q2 2022 | $239,000 | -15.8% | 1,057 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $284,000 | -11.2% | 1,057 | -6.6% | 0.02% | -8.3% |
| Q4 2021 | $320,000 | +7.4% | 1,132 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $298,000 | -2.0% | 1,132 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $304,000 | +3.1% | 1,132 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $295,000 | -46.8% | 1,132 | -50.0% | 0.03% | +4.0% |
| Q4 2020 | $555,000 | +164.3% | 2,264 | +100.0% | 0.02% | +19.0% |
| Q3 2020 | $210,000 | +1.0% | 1,132 | -3.2% | 0.02% | -4.5% |
| Q2 2020 | $208,000 | +23.8% | 1,169 | +0.1% | 0.02% | 0.0% |
| Q1 2020 | $168,000 | -30.3% | 1,168 | -0.1% | 0.02% | -18.5% |
| Q4 2019 | $241,000 | +8.6% | 1,169 | +1.7% | 0.03% | 0.0% |
| Q3 2019 | $222,000 | -8.3% | 1,149 | -7.7% | 0.03% | -6.9% |
| Q2 2019 | $242,000 | +13.1% | 1,245 | +10.0% | 0.03% | +16.0% |
| Q1 2019 | $214,000 | +13.8% | 1,132 | 0.0% | 0.02% | +4.2% |
| Q4 2018 | $188,000 | +1153.3% | 1,132 | +1332.9% | 0.02% | +1100.0% |
| Q1 2018 | $15,000 | -99.6% | 79 | -99.7% | 0.00% | -99.6% |
| Q1 2017 | $4,245,000 | +2603.8% | 24,791 | +2504.1% | 0.55% | +2187.5% |
| Q4 2016 | $157,000 | -4.3% | 952 | -10.0% | 0.02% | -4.0% |
| Q3 2016 | $164,000 | -20.4% | 1,058 | -23.3% | 0.02% | -21.9% |
| Q2 2016 | $206,000 | +34.6% | 1,380 | +30.4% | 0.03% | +28.0% |
| Q1 2016 | $153,000 | – | 1,058 | – | 0.02% | – |
Download | ||||||
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% |