ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,953,018 | -4.5% | 31,895 | 0.0% | 1.50% | -2.3% |
Q2 2023 | $8,329,801 | +4.4% | 31,895 | 0.0% | 1.53% | -4.3% |
Q1 2023 | $7,978,853 | +3.4% | 31,895 | 0.0% | 1.60% | -2.3% |
Q4 2022 | $7,715,082 | +31.6% | 31,895 | +25.1% | 1.64% | -1.6% |
Q3 2022 | $5,861,000 | -18.8% | 25,500 | -20.1% | 1.67% | +6.9% |
Q2 2022 | $7,216,000 | -15.7% | 31,895 | 0.0% | 1.56% | -14.9% |
Q1 2022 | $8,559,000 | -5.2% | 31,895 | 0.0% | 1.83% | -3.8% |
Q4 2021 | $9,029,000 | +18.5% | 31,895 | +10.1% | 1.91% | -5.1% |
Q3 2021 | $7,619,000 | -2.1% | 28,960 | 0.0% | 2.01% | +4.3% |
Q2 2021 | $7,782,000 | +3.2% | 28,960 | 0.0% | 1.93% | +3.7% |
Q1 2021 | $7,538,000 | +28.6% | 28,960 | +13.6% | 1.86% | +9.9% |
Q4 2020 | $5,861,000 | +11.2% | 25,500 | -10.3% | 1.69% | +0.3% |
Q3 2020 | $5,270,000 | +4.2% | 28,438 | 0.0% | 1.69% | +11.4% |
Q2 2020 | $5,057,000 | +23.6% | 28,438 | 0.0% | 1.51% | -2.0% |
Q1 2020 | $4,091,000 | -30.1% | 28,438 | 0.0% | 1.54% | -7.3% |
Q4 2019 | $5,853,000 | +6.5% | 28,438 | 0.0% | 1.67% | -2.1% |
Q3 2019 | $5,495,000 | -0.5% | 28,438 | 0.0% | 1.70% | -2.5% |
Q2 2019 | $5,524,000 | +2.6% | 28,438 | 0.0% | 1.75% | +0.7% |
Q1 2019 | $5,386,000 | +14.1% | 28,438 | 0.0% | 1.73% | +1.4% |
Q4 2018 | $4,722,000 | -17.6% | 28,438 | -0.2% | 1.71% | -12.8% |
Q3 2018 | $5,733,000 | +3.3% | 28,483 | 0.0% | 1.96% | +5.7% |
Q2 2018 | $5,548,000 | +3.8% | 28,483 | 0.0% | 1.85% | +1.1% |
Q1 2018 | $5,343,000 | +730.9% | 28,483 | +740.2% | 1.83% | +624.9% |
Q4 2017 | $643,000 | +1.3% | 3,390 | -4.5% | 0.25% | -10.3% |
Q3 2017 | $635,000 | +20.7% | 3,548 | +17.4% | 0.28% | +16.5% |
Q2 2017 | $526,000 | +1.5% | 3,023 | 0.0% | 0.24% | +9.0% |
Q1 2017 | $518,000 | +3.6% | 3,023 | 0.0% | 0.22% | -6.3% |
Q4 2016 | $500,000 | +6.8% | 3,023 | 0.0% | 0.24% | +5.3% |
Q3 2016 | $468,000 | +3.5% | 3,023 | 0.0% | 0.22% | -6.2% |
Q2 2016 | $452,000 | +3.7% | 3,023 | 0.0% | 0.24% | +0.8% |
Q1 2016 | $436,000 | +3.6% | 3,023 | 0.0% | 0.24% | -10.5% |
Q4 2015 | $421,000 | – | 3,023 | – | 0.27% | – |
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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% |