ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $86,275 | +2.3% | 346 | 0.0% | 0.06% | +1.8% |
Q2 2023 | $84,299 | -2.6% | 346 | 0.0% | 0.06% | -1.8% |
Q1 2023 | $86,555 | +3.4% | 346 | 0.0% | 0.06% | -1.8% |
Q4 2022 | $83,694 | +10.1% | 346 | 0.0% | 0.06% | +3.6% |
Q3 2022 | $76,000 | -2.6% | 346 | 0.0% | 0.06% | +3.8% |
Q2 2022 | $78,000 | -19.6% | 346 | -4.2% | 0.05% | -8.6% |
Q1 2022 | $97,000 | -4.9% | 361 | 0.0% | 0.06% | -1.7% |
Q4 2021 | $102,000 | +7.4% | 361 | 0.0% | 0.06% | +3.5% |
Q3 2021 | $95,000 | -2.1% | 361 | 0.0% | 0.06% | 0.0% |
Q2 2021 | $97,000 | +3.2% | 361 | 0.0% | 0.06% | -1.7% |
Q1 2021 | $94,000 | +13.3% | 361 | 0.0% | 0.06% | +5.5% |
Q4 2020 | $83,000 | +23.9% | 361 | 0.0% | 0.06% | +12.2% |
Q3 2020 | $67,000 | +4.7% | 361 | 0.0% | 0.05% | +2.1% |
Q2 2020 | $64,000 | +23.1% | 361 | 0.0% | 0.05% | +6.7% |
Q1 2020 | $52,000 | -29.7% | 361 | 0.0% | 0.04% | -13.5% |
Q4 2019 | $74,000 | +5.7% | 361 | 0.0% | 0.05% | 0.0% |
Q3 2019 | $70,000 | 0.0% | 361 | 0.0% | 0.05% | 0.0% |
Q2 2019 | $70,000 | +2.9% | 361 | 0.0% | 0.05% | +2.0% |
Q1 2019 | $68,000 | +13.3% | 361 | 0.0% | 0.05% | +2.0% |
Q4 2018 | $60,000 | -17.8% | 361 | 0.0% | 0.05% | -7.4% |
Q3 2018 | $73,000 | +12.3% | 361 | +7.4% | 0.05% | +10.2% |
Q2 2018 | $65,000 | +828.6% | 336 | +808.1% | 0.05% | +716.7% |
Q1 2018 | $7,000 | 0.0% | 37 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $7,000 | 0.0% | 37 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $7,000 | -50.0% | 37 | -54.9% | 0.01% | -50.0% |
Q1 2017 | $14,000 | 0.0% | 82 | 0.0% | 0.01% | -7.7% |
Q4 2016 | $14,000 | – | 82 | – | 0.01% | – |
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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% |