ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $765,765 | +26.4% | 2,763 | +13.8% | 0.35% | +17.6% |
| Q3 2023 | $605,671 | -71.4% | 2,429 | -70.0% | 0.30% | -70.2% |
| Q2 2023 | $2,119,034 | +26.6% | 8,104 | +21.1% | 0.99% | +20.2% |
| Q1 2023 | $1,673,821 | -47.7% | 6,691 | -49.4% | 0.82% | -45.8% |
| Q4 2022 | $3,197,786 | +20.1% | 13,220 | +8.8% | 1.52% | +14.7% |
| Q3 2022 | $2,663,000 | +134.2% | 12,146 | +141.6% | 1.33% | +137.0% |
| Q2 2022 | $1,137,000 | -19.6% | 5,028 | -4.6% | 0.56% | -16.7% |
| Q1 2022 | $1,414,000 | -1.0% | 5,270 | +4.4% | 0.67% | -1.2% |
| Q4 2021 | $1,429,000 | +20.9% | 5,047 | +12.3% | 0.68% | +9.0% |
| Q3 2021 | $1,182,000 | +15.2% | 4,493 | +18.9% | 0.62% | +5.8% |
| Q2 2021 | $1,026,000 | -6.8% | 3,778 | -10.7% | 0.59% | -14.9% |
| Q1 2021 | $1,101,000 | -21.3% | 4,232 | -30.5% | 0.69% | -21.8% |
| Q4 2020 | $1,399,000 | +19.8% | 6,088 | -3.4% | 0.89% | +9.8% |
| Q3 2020 | $1,168,000 | +5.2% | 6,304 | +1.0% | 0.81% | -3.7% |
| Q2 2020 | $1,110,000 | +21.7% | 6,242 | -1.5% | 0.84% | -0.4% |
| Q1 2020 | $912,000 | -18.4% | 6,339 | +16.7% | 0.84% | -3.4% |
| Q4 2019 | $1,118,000 | +5.5% | 5,434 | -0.9% | 0.87% | -6.6% |
| Q3 2019 | $1,060,000 | -15.6% | 5,485 | -15.1% | 0.93% | -7.6% |
| Q2 2019 | $1,256,000 | -8.1% | 6,463 | -10.4% | 1.01% | -4.3% |
| Q1 2019 | $1,366,000 | -9.5% | 7,213 | -20.6% | 1.06% | +3.6% |
| Q4 2018 | $1,509,000 | +399.7% | 9,087 | +464.4% | 1.02% | +506.0% |
| Q1 2018 | $302,000 | -0.3% | 1,610 | +1.0% | 0.17% | -1.2% |
| Q4 2017 | $303,000 | +11.4% | 1,594 | +4.9% | 0.17% | +11.1% |
| Q3 2017 | $272,000 | +9.7% | 1,519 | +6.7% | 0.15% | +7.7% |
| Q2 2017 | $248,000 | +6.4% | 1,424 | +4.8% | 0.14% | -0.7% |
| Q1 2017 | $233,000 | -27.9% | 1,359 | -34.9% | 0.14% | -34.4% |
| Q3 2016 | $323,000 | +16.2% | 2,086 | +11.9% | 0.22% | +10.1% |
| Q2 2016 | $278,000 | +34.3% | 1,864 | +29.5% | 0.20% | +29.4% |
| Q1 2016 | $207,000 | – | 1,439 | – | 0.15% | – |
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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% |