ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 634 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,432,188 | +104.9% | 9,754 | +114.9% | 0.11% | +105.7% |
| Q2 2023 | $1,186,902 | +2.0% | 4,539 | -2.5% | 0.05% | -7.0% |
| Q1 2023 | $1,164,000 | -8.4% | 4,653 | -1.2% | 0.06% | -10.9% |
| Q4 2022 | $1,270,621 | +12.5% | 4,709 | +1.1% | 0.06% | 0.0% |
| Q3 2022 | $1,129,000 | -8.5% | 4,657 | -5.7% | 0.06% | -9.9% |
| Q2 2022 | $1,234,000 | -11.4% | 4,936 | -4.9% | 0.07% | -20.2% |
| Q1 2022 | $1,392,000 | -37.3% | 5,189 | -33.8% | 0.09% | -41.8% |
| Q4 2021 | $2,220,000 | +27.1% | 7,841 | +18.2% | 0.15% | +6.2% |
| Q3 2021 | $1,746,000 | -27.1% | 6,636 | -25.5% | 0.14% | -32.4% |
| Q2 2021 | $2,395,000 | +37.0% | 8,913 | +32.7% | 0.21% | +12.1% |
| Q1 2021 | $1,748,000 | +1.5% | 6,717 | -6.1% | 0.19% | -15.6% |
| Q4 2020 | $1,723,000 | -35.9% | 7,150 | -50.7% | 0.22% | -40.3% |
| Q3 2020 | $2,688,000 | +23.6% | 14,504 | +18.7% | 0.38% | +11.5% |
| Q2 2020 | $2,174,000 | -3.8% | 12,224 | -22.2% | 0.34% | -20.5% |
| Q1 2020 | $2,261,000 | -39.3% | 15,717 | -13.2% | 0.42% | -33.0% |
| Q4 2019 | $3,727,000 | +1.3% | 18,108 | -4.9% | 0.63% | -13.4% |
| Q3 2019 | $3,680,000 | -11.2% | 19,047 | -10.7% | 0.73% | -22.5% |
| Q2 2019 | $4,143,000 | +18.1% | 21,338 | +15.3% | 0.94% | +5.6% |
| Q1 2019 | $3,507,000 | +32.2% | 18,507 | +15.9% | 0.90% | +37.3% |
| Q4 2018 | $2,653,000 | -6.3% | 15,974 | +13.6% | 0.65% | -12.1% |
| Q3 2018 | $2,831,000 | +79.6% | 14,064 | +73.8% | 0.74% | +56.2% |
| Q2 2018 | $1,576,000 | +56.5% | 8,090 | +50.7% | 0.48% | +27.0% |
| Q1 2018 | $1,007,000 | +179.7% | 5,370 | +185.9% | 0.37% | +122.6% |
| Q4 2017 | $360,000 | +2.9% | 1,878 | -3.2% | 0.17% | -22.2% |
| Q3 2017 | $350,000 | +44.6% | 1,941 | +39.2% | 0.22% | +29.3% |
| Q2 2017 | $242,000 | -47.6% | 1,394 | -53.9% | 0.17% | -62.0% |
| Q4 2016 | $462,000 | 0.0% | 3,023 | 0.0% | 0.44% | +4.0% |
| Q3 2016 | $462,000 | +2.2% | 3,023 | 0.0% | 0.42% | +7.6% |
| Q2 2016 | $452,000 | +3.7% | 3,023 | 0.0% | 0.39% | +15.2% |
| Q1 2016 | $436,000 | +3.6% | 3,023 | 0.0% | 0.34% | +10.0% |
| Q4 2015 | $421,000 | -73.7% | 3,023 | -71.7% | 0.31% | -57.2% |
| Q2 2015 | $1,603,000 | – | 10,685 | – | 0.72% | – |
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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% |