ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,626 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $128,744 | -3.7% | 2,200 | 0.0% | 0.02% | -5.6% |
| Q1 2024 | $133,628 | +17.6% | 2,200 | +436.6% | 0.02% | +20.0% |
| Q4 2023 | $113,632 | +11.1% | 410 | 0.0% | 0.02% | -6.2% |
| Q3 2023 | $102,234 | -4.6% | 410 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $107,207 | +4.5% | 410 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $102,566 | +43919.7% | 410 | -57.5% | 0.02% | -57.9% |
| Q4 2022 | $233 | -99.9% | 965 | -5.6% | 0.04% | -22.4% |
| Q3 2022 | $224,000 | -3.0% | 1,022 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $231,000 | -15.7% | 1,022 | 0.0% | 0.05% | -5.7% |
| Q1 2022 | $274,000 | -5.2% | 1,022 | 0.0% | 0.05% | -20.9% |
| Q4 2021 | $289,000 | +7.4% | 1,022 | 0.0% | 0.07% | -2.9% |
| Q3 2021 | $269,000 | -2.2% | 1,022 | 0.0% | 0.07% | -64.2% |
| Q2 2021 | $275,000 | +3.4% | 1,022 | 0.0% | 0.19% | +0.5% |
| Q1 2021 | $266,000 | +13.2% | 1,022 | 0.0% | 0.19% | +3.2% |
| Q4 2020 | $235,000 | +14.1% | 1,022 | -7.8% | 0.19% | +7.5% |
| Q3 2020 | $206,000 | +4.6% | 1,109 | 0.0% | 0.17% | -7.5% |
| Q2 2020 | $197,000 | +41.7% | 1,109 | +14.9% | 0.19% | +22.2% |
| Q1 2020 | $139,000 | -33.5% | 965 | -4.9% | 0.15% | -16.8% |
| Q4 2019 | $209,000 | +6.6% | 1,015 | 0.0% | 0.18% | -0.5% |
| Q3 2019 | $196,000 | -20.0% | 1,015 | -19.4% | 0.18% | -18.1% |
| Q2 2019 | $245,000 | -7.2% | 1,259 | -9.6% | 0.23% | +46.8% |
| Q1 2019 | $264,000 | +14.3% | 1,393 | 0.0% | 0.15% | +19.4% |
| Q4 2018 | $231,000 | -24.5% | 1,393 | -8.5% | 0.13% | -6.5% |
| Q3 2018 | $306,000 | -26.3% | 1,522 | -28.5% | 0.14% | -27.4% |
| Q2 2018 | $415,000 | +4.3% | 2,129 | +0.2% | 0.19% | +29.3% |
| Q1 2018 | $398,000 | -1.2% | 2,124 | +0.1% | 0.15% | -11.4% |
| Q4 2017 | $403,000 | +6.3% | 2,122 | +0.0% | 0.17% | -20.6% |
| Q3 2017 | $379,000 | -62.8% | 2,121 | -63.8% | 0.21% | -55.6% |
| Q2 2017 | $1,019,000 | -11.2% | 5,860 | -12.6% | 0.47% | -9.8% |
| Q1 2017 | $1,148,000 | +18.1% | 6,707 | +14.1% | 0.52% | +5.7% |
| Q4 2016 | $972,000 | +19.1% | 5,878 | +11.4% | 0.49% | +38.0% |
| Q3 2016 | $816,000 | -93.0% | 5,275 | -93.2% | 0.36% | -91.9% |
| Q2 2016 | $11,598,000 | +263.6% | 77,639 | +250.9% | 4.43% | +203.7% |
| Q1 2016 | $3,190,000 | -99.7% | 22,124 | +186.1% | 1.46% | +192.4% |
| Q4 2015 | $1,077,501,000 | +307757.4% | 7,734 | +201.6% | 0.50% | +150.8% |
| Q3 2015 | $350,000 | +43.4% | 2,564 | +57.9% | 0.20% | +30.9% |
| Q2 2015 | $244,000 | -85.2% | 1,624 | -85.1% | 0.15% | -85.5% |
| Q1 2015 | $1,653,000 | – | 10,874 | – | 1.04% | – |
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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% |