ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $195,450,872 | -7.5% | 781,241 | -52.4% | 5.70% | -7.0% |
| Q2 2023 | $211,289,196 | +112245.4% | 1,642,967 | +118.5% | 6.13% | +8.2% |
| Q1 2023 | $188,071 | -7.0% | 751,805 | -10.0% | 5.66% | -10.4% |
| Q4 2022 | $202,145 | -99.9% | 835,689 | +1.0% | 6.32% | +5.1% |
| Q3 2022 | $181,482,000 | -2.3% | 827,704 | +0.9% | 6.01% | +2.4% |
| Q2 2022 | $185,672,000 | -5.9% | 820,725 | +11.7% | 5.87% | -0.3% |
| Q1 2022 | $197,213,000 | -2.2% | 734,938 | +3.2% | 5.89% | -2.3% |
| Q4 2021 | $201,552,000 | +7.5% | 711,996 | +1.5% | 6.03% | +3.3% |
| Q3 2021 | $187,498,000 | +1.5% | 701,662 | +2.1% | 5.84% | -0.1% |
| Q2 2021 | $184,721,000 | -8.9% | 687,383 | -11.8% | 5.84% | -14.8% |
| Q1 2021 | $202,843,000 | +20.7% | 779,325 | +6.6% | 6.86% | +14.8% |
| Q4 2020 | $168,059,000 | +22.0% | 731,232 | -1.6% | 5.97% | +10.8% |
| Q3 2020 | $137,753,000 | +9.0% | 743,363 | +4.6% | 5.39% | +2.1% |
| Q2 2020 | $126,410,000 | +6167.2% | 710,890 | +6511.7% | 5.28% | +5077.5% |
| Q1 2018 | $2,017,000 | +5.7% | 10,752 | +6.8% | 0.10% | +3.0% |
| Q4 2017 | $1,909,000 | +5.8% | 10,064 | -0.2% | 0.10% | 0.0% |
| Q3 2017 | $1,804,000 | +5.1% | 10,081 | +2.1% | 0.10% | +1.0% |
| Q2 2017 | $1,717,000 | -13.8% | 9,869 | -15.2% | 0.10% | -16.2% |
| Q1 2017 | $1,993,000 | +12.9% | 11,640 | +2.0% | 0.12% | +4.5% |
| Q3 2016 | $1,766,000 | +9.2% | 11,416 | +5.5% | 0.11% | +5.7% |
| Q2 2016 | $1,617,000 | – | 10,825 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |