ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 623 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.74 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $1,189,000 | -18.7% | 5,257 | -3.6% | 0.36% | +28.1% |
Q1 2022 | $1,463,000 | -5.2% | 5,452 | +0.0% | 0.28% | -1.4% |
Q4 2021 | $1,543,000 | +7.3% | 5,451 | -0.3% | 0.28% | +15.9% |
Q3 2021 | $1,438,000 | -4.8% | 5,465 | -2.8% | 0.25% | -7.9% |
Q2 2021 | $1,511,000 | +10.0% | 5,622 | +6.5% | 0.27% | -4.0% |
Q1 2021 | $1,374,000 | +33.8% | 5,278 | +18.1% | 0.28% | +23.0% |
Q4 2020 | $1,027,000 | +17.9% | 4,470 | -4.9% | 0.23% | -3.8% |
Q3 2020 | $871,000 | +4.7% | 4,701 | +0.4% | 0.24% | -12.3% |
Q2 2020 | $832,000 | +24.2% | 4,682 | +0.5% | 0.27% | +0.8% |
Q1 2020 | $670,000 | -30.7% | 4,658 | -0.9% | 0.27% | -17.6% |
Q4 2019 | $967,000 | +10.3% | 4,700 | +3.5% | 0.32% | -1.2% |
Q3 2019 | $877,000 | -0.2% | 4,539 | +0.3% | 0.33% | -3.8% |
Q2 2019 | $879,000 | +3.3% | 4,526 | +0.7% | 0.34% | -5.3% |
Q1 2019 | $851,000 | +14.8% | 4,494 | +0.7% | 0.36% | +1.1% |
Q4 2018 | $741,000 | +16.5% | 4,463 | +41.3% | 0.36% | +27.7% |
Q3 2018 | $636,000 | +14.6% | 3,159 | +10.9% | 0.28% | +4.1% |
Q2 2018 | $555,000 | +2.4% | 2,849 | -1.4% | 0.27% | -7.0% |
Q1 2018 | $542,000 | -37.6% | 2,888 | -37.0% | 0.29% | -38.8% |
Q4 2017 | $869,000 | +6.9% | 4,581 | +0.8% | 0.47% | +1.7% |
Q3 2017 | $813,000 | +2.9% | 4,545 | +0.1% | 0.46% | -2.7% |
Q2 2017 | $790,000 | +31.7% | 4,539 | +29.5% | 0.47% | -9.4% |
Q1 2017 | $600,000 | -5.1% | 3,505 | -8.3% | 0.52% | +10.6% |
Q4 2016 | $632,000 | +7.1% | 3,822 | +0.2% | 0.47% | +1.5% |
Q3 2016 | $590,000 | +16.6% | 3,814 | +12.7% | 0.47% | +52.8% |
Q2 2016 | $506,000 | +2.6% | 3,384 | -1.1% | 0.30% | -1.6% |
Q1 2016 | $493,000 | -7.2% | 3,420 | -10.3% | 0.31% | -32.0% |
Q4 2015 | $531,000 | -0.6% | 3,811 | -2.5% | 0.46% | -6.9% |
Q3 2015 | $534,000 | -34.7% | 3,908 | -28.3% | 0.49% | -29.4% |
Q2 2015 | $818,000 | +64.9% | 5,454 | +64.7% | 0.69% | +81.7% |
Q1 2015 | $496,000 | +136.2% | 3,311 | +128.8% | 0.38% | +117.0% |
Q4 2014 | $210,000 | – | 1,447 | – | 0.18% | – |
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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% |