ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,442,478 | -5.4% | 5,785 | -0.8% | 0.12% | -4.8% |
| Q2 2023 | $1,525,224 | -21.0% | 5,833 | -24.4% | 0.13% | -30.8% |
| Q1 2023 | $1,930,509 | +6.0% | 7,717 | +2.4% | 0.18% | -2.7% |
| Q4 2022 | $1,822,035 | +14.8% | 7,533 | +4.1% | 0.19% | +1.6% |
| Q3 2022 | $1,587,000 | -2.7% | 7,238 | +0.4% | 0.18% | +0.5% |
| Q2 2022 | $1,631,000 | -12.0% | 7,209 | +4.4% | 0.18% | +2.2% |
| Q1 2022 | $1,853,000 | -9.2% | 6,906 | -4.2% | 0.18% | -7.3% |
| Q4 2021 | $2,041,000 | +5.4% | 7,209 | +0.1% | 0.19% | -7.2% |
| Q3 2021 | $1,936,000 | 0.0% | 7,203 | 0.0% | 0.21% | 0.0% |
| Q2 2021 | $1,936,000 | +2.5% | 7,203 | -0.7% | 0.21% | -2.8% |
| Q1 2021 | $1,888,000 | +12.9% | 7,253 | -0.3% | 0.21% | +3.4% |
| Q4 2020 | $1,673,000 | +39.2% | 7,277 | +12.1% | 0.21% | +27.8% |
| Q3 2020 | $1,202,000 | -61.8% | 6,490 | -63.4% | 0.16% | -64.9% |
| Q2 2020 | $3,150,000 | +286.5% | 17,714 | +212.6% | 0.46% | +183.4% |
| Q1 2020 | $815,000 | -28.8% | 5,666 | +1.8% | 0.16% | -18.9% |
| Q4 2019 | $1,145,000 | +6.8% | 5,565 | +0.2% | 0.20% | -4.3% |
| Q3 2019 | $1,072,000 | -10.4% | 5,552 | -9.9% | 0.21% | -15.3% |
| Q2 2019 | $1,197,000 | -37.1% | 6,164 | -38.7% | 0.25% | -36.6% |
| Q1 2019 | $1,903,000 | +11.2% | 10,052 | -2.5% | 0.39% | -6.0% |
| Q4 2018 | $1,711,000 | -71.8% | 10,307 | -66.1% | 0.42% | -63.1% |
| Q3 2018 | $6,078,000 | +20.6% | 30,428 | +17.6% | 1.13% | +11.7% |
| Q2 2018 | $5,040,000 | +233.1% | 25,876 | +213.2% | 1.01% | +124.2% |
| Q1 2018 | $1,513,000 | -5.4% | 8,262 | +0.5% | 0.45% | -2.2% |
| Q4 2017 | $1,599,000 | -2.3% | 8,221 | -9.4% | 0.46% | -13.4% |
| Q3 2017 | $1,637,000 | +9.9% | 9,074 | +5.8% | 0.53% | +2.7% |
| Q2 2017 | $1,490,000 | +17.7% | 8,577 | +14.1% | 0.52% | +6.8% |
| Q1 2017 | $1,266,000 | +19.9% | 7,518 | +19.1% | 0.48% | +6.1% |
| Q4 2016 | $1,056,000 | – | 6,313 | – | 0.46% | – |
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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% |