ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,125 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,588,596 | -5.1% | 300,557 | -1.5% | 1.33% | -4.6% |
| Q1 2024 | $18,531,144 | +8.6% | 305,089 | +395.5% | 1.39% | -0.1% |
| Q4 2023 | $17,065,816 | +6.2% | 61,576 | -4.4% | 1.39% | -2.2% |
| Q3 2023 | $16,065,654 | -3.7% | 64,430 | +1.0% | 1.42% | +1.6% |
| Q2 2023 | $16,677,454 | -5.5% | 63,781 | -9.6% | 1.40% | -7.0% |
| Q1 2023 | $17,640,536 | -3.0% | 70,517 | -6.2% | 1.51% | -3.6% |
| Q4 2022 | $18,178,297 | +11.9% | 75,151 | +1.5% | 1.56% | +3.2% |
| Q3 2022 | $16,238,000 | -0.8% | 74,059 | +2.4% | 1.51% | +5.6% |
| Q2 2022 | $16,366,000 | -17.2% | 72,346 | -1.7% | 1.43% | -3.0% |
| Q1 2022 | $19,754,000 | -2.5% | 73,613 | +2.8% | 1.48% | +4.2% |
| Q4 2021 | $20,268,000 | +7.6% | 71,599 | -0.0% | 1.42% | +3.7% |
| Q3 2021 | $18,841,000 | +2.4% | 71,621 | +4.6% | 1.37% | +2.9% |
| Q2 2021 | $18,400,000 | +3.3% | 68,466 | +0.0% | 1.33% | -1.2% |
| Q1 2021 | $17,815,000 | +15.3% | 68,448 | +1.8% | 1.34% | +9.6% |
| Q4 2020 | $15,455,000 | +23.8% | 67,241 | -0.2% | 1.23% | +19.8% |
| Q3 2020 | $12,481,000 | +1.5% | 67,356 | -2.6% | 1.02% | +0.9% |
| Q2 2020 | $12,300,000 | +19.4% | 69,174 | -3.4% | 1.02% | +13.2% |
| Q1 2020 | $10,305,000 | -31.9% | 71,633 | -2.5% | 0.90% | -33.9% |
| Q4 2019 | $15,129,000 | +6.0% | 73,506 | -0.5% | 1.36% | -3.3% |
| Q3 2019 | $14,268,000 | -1.1% | 73,841 | -0.6% | 1.40% | +0.6% |
| Q2 2019 | $14,429,000 | +2.7% | 74,277 | +0.1% | 1.40% | +2.1% |
| Q1 2019 | $14,051,000 | +10.3% | 74,191 | -3.3% | 1.37% | -4.1% |
| Q4 2018 | $12,740,000 | -18.2% | 76,721 | -0.9% | 1.42% | -7.1% |
| Q3 2018 | $15,578,000 | +31.1% | 77,391 | +26.9% | 1.53% | +42.2% |
| Q2 2018 | $11,881,000 | -85.6% | 61,001 | -12.2% | 1.08% | -85.4% |
| Q1 2018 | $82,368,000 | +668.6% | 69,504 | +23.1% | 7.39% | +585.1% |
| Q4 2017 | $10,716,000 | -4.4% | 56,460 | -9.9% | 1.08% | -7.0% |
| Q3 2017 | $11,208,000 | +4.3% | 62,649 | +1.4% | 1.16% | -3.7% |
| Q2 2017 | $10,749,000 | -1.9% | 61,797 | -3.4% | 1.20% | -0.3% |
| Q1 2017 | $10,959,000 | +6.7% | 64,002 | +3.0% | 1.21% | +4.8% |
| Q4 2016 | $10,273,000 | +10.9% | 62,127 | +3.8% | 1.15% | +13.2% |
| Q3 2016 | $9,262,000 | +8.3% | 59,867 | +4.6% | 1.02% | +7.2% |
| Q2 2016 | $8,553,000 | +2.5% | 57,254 | -1.0% | 0.95% | +2.4% |
| Q1 2016 | $8,341,000 | – | 57,844 | – | 0.93% | – |
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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% |