ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $998,017 | +18.4% | 3,601 | +6.5% | 0.11% | +3.6% |
| Q3 2023 | $843,052 | -5.4% | 3,381 | -0.8% | 0.11% | -3.5% |
| Q2 2023 | $891,385 | -0.6% | 3,409 | -4.9% | 0.11% | -6.6% |
| Q1 2023 | $897,074 | +2.8% | 3,586 | -0.6% | 0.12% | -2.4% |
| Q4 2022 | $872,255 | +10.3% | 3,606 | 0.0% | 0.12% | +1.6% |
| Q3 2022 | $790,652 | -18.7% | 3,606 | -16.1% | 0.12% | -12.8% |
| Q2 2022 | $972,337 | -15.5% | 4,298 | +0.2% | 0.14% | -2.8% |
| Q1 2022 | $1,150,910 | -5.2% | 4,289 | 0.0% | 0.14% | -4.0% |
| Q4 2021 | $1,214,130 | +62.1% | 4,289 | +50.6% | 0.15% | +45.2% |
| Q3 2021 | $748,960 | -2.1% | 2,847 | 0.0% | 0.10% | -1.9% |
| Q2 2021 | $765,074 | +3.2% | 2,847 | 0.0% | 0.11% | -6.2% |
| Q1 2021 | $741,017 | +13.2% | 2,847 | 0.0% | 0.11% | -4.2% |
| Q4 2020 | $654,326 | +24.0% | 2,847 | 0.0% | 0.12% | +10.3% |
| Q3 2020 | $527,578 | +4.2% | 2,847 | 0.0% | 0.11% | -5.3% |
| Q2 2020 | $506,254 | +23.6% | 2,847 | 0.0% | 0.11% | +6.6% |
| Q1 2020 | $409,569 | +233.3% | 2,847 | +376.9% | 0.11% | +307.7% |
| Q4 2019 | $122,875 | +8.9% | 597 | +2.2% | 0.03% | 0.0% |
| Q3 2019 | $112,846 | -0.5% | 584 | 0.0% | 0.03% | -3.7% |
| Q2 2019 | $113,448 | +2.6% | 584 | 0.0% | 0.03% | -3.6% |
| Q1 2019 | $110,610 | +14.1% | 584 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $96,979 | -17.5% | 584 | 0.0% | 0.03% | +3.7% |
| Q3 2018 | $117,553 | +3.3% | 584 | 0.0% | 0.03% | -3.6% |
| Q2 2018 | $113,752 | +3.8% | 584 | 0.0% | 0.03% | -3.4% |
| Q1 2018 | $109,541 | -1.2% | 584 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $110,832 | +12.8% | 584 | +6.4% | 0.03% | 0.0% |
| Q3 2017 | $98,216 | +464.6% | 549 | +449.0% | 0.03% | +383.3% |
| Q2 2017 | $17,395 | +1.6% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $17,122 | +3.6% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $16,534 | +6.9% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $15,471 | +3.6% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $14,939 | -9.9% | 100 | -13.0% | 0.01% | -14.3% |
| Q1 2016 | $16,582 | – | 115 | – | 0.01% | – |
Download | ||||||
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% |