ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,174 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.11 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,149,730 | -5.1% | 190,529 | -1.5% | 3.10% | -5.2% |
| Q1 2024 | $11,745,214 | +10.4% | 193,369 | +403.9% | 3.27% | +4.3% |
| Q4 2023 | $10,635,924 | +14.3% | 38,376 | +2.8% | 3.13% | +2.0% |
| Q3 2023 | $9,304,645 | -4.8% | 37,316 | -0.2% | 3.07% | -1.0% |
| Q2 2023 | $9,775,680 | +5.1% | 37,386 | +0.5% | 3.10% | -3.5% |
| Q1 2023 | $9,302,519 | +4.3% | 37,186 | +0.8% | 3.21% | -2.5% |
| Q4 2022 | $8,920,994 | +8.5% | 36,880 | -1.6% | 3.30% | -5.7% |
| Q3 2022 | $8,221,000 | -1.2% | 37,494 | +1.9% | 3.50% | +4.4% |
| Q2 2022 | $8,323,000 | -11.4% | 36,790 | +5.1% | 3.35% | +3.0% |
| Q1 2022 | $9,394,000 | -2.2% | 35,008 | +3.2% | 3.25% | -0.2% |
| Q4 2021 | $9,601,000 | +5.9% | 33,917 | -1.6% | 3.26% | +2.4% |
| Q3 2021 | $9,069,000 | -2.4% | 34,472 | -0.3% | 3.18% | +24.0% |
| Q2 2021 | $9,288,000 | +1.4% | 34,564 | -1.8% | 2.57% | -7.3% |
| Q1 2021 | $9,162,000 | +10.8% | 35,199 | -2.2% | 2.77% | +6.0% |
| Q4 2020 | $8,271,000 | +22.7% | 35,986 | -1.1% | 2.61% | +6.7% |
| Q3 2020 | $6,740,000 | +4.8% | 36,371 | +0.6% | 2.45% | -2.4% |
| Q2 2020 | $6,431,000 | +11.0% | 36,167 | -10.2% | 2.51% | -11.3% |
| Q1 2020 | $5,792,000 | +360.8% | 40,263 | +559.1% | 2.83% | +467.1% |
| Q4 2019 | $1,257,000 | +4.9% | 6,109 | -1.5% | 0.50% | -5.8% |
| Q3 2019 | $1,198,000 | -0.7% | 6,201 | -0.2% | 0.53% | -3.6% |
| Q2 2019 | $1,207,000 | -4.7% | 6,214 | -7.1% | 0.55% | -10.0% |
| Q1 2019 | $1,267,000 | -46.7% | 6,690 | -53.2% | 0.61% | -53.7% |
| Q4 2018 | $2,377,000 | +77.1% | 14,308 | +114.5% | 1.32% | +93.0% |
| Q3 2018 | $1,342,000 | +4.7% | 6,670 | +1.4% | 0.68% | -4.1% |
| Q2 2018 | $1,282,000 | +5.8% | 6,581 | +2.0% | 0.71% | -2.7% |
| Q1 2018 | $1,212,000 | +3.1% | 6,455 | +4.2% | 0.73% | 0.0% |
| Q4 2017 | $1,175,000 | +4.1% | 6,196 | -0.8% | 0.73% | -1.2% |
| Q3 2017 | $1,129,000 | +4.2% | 6,246 | +0.1% | 0.74% | -2.8% |
| Q2 2017 | $1,084,000 | +2.9% | 6,239 | +0.1% | 0.76% | -4.4% |
| Q1 2017 | $1,053,000 | +1.4% | 6,233 | +0.1% | 0.80% | -5.3% |
| Q4 2016 | $1,038,000 | – | 6,226 | – | 0.84% | – |
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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% |