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 | $6,172,100 | +10.4% | 100,556 | +9.2% | 0.19% | +3.9% |
| Q1 2024 | $5,592,237 | +50.1% | 92,068 | +584.9% | 0.18% | +37.7% |
| Q4 2023 | $3,725,335 | -1.5% | 13,442 | -11.3% | 0.13% | -11.6% |
| Q3 2023 | $3,780,716 | +22.4% | 15,162 | +28.3% | 0.15% | +25.6% |
| Q2 2023 | $3,089,739 | +23.4% | 11,816 | +18.0% | 0.12% | +13.6% |
| Q1 2023 | $2,504,243 | +7.0% | 10,011 | +3.5% | 0.10% | -1.9% |
| Q4 2022 | $2,339,747 | +45.8% | 9,673 | +32.1% | 0.10% | +26.5% |
| Q3 2022 | $1,605,000 | +20.1% | 7,320 | +23.9% | 0.08% | -5.7% |
| Q2 2022 | $1,336,000 | -8.9% | 5,906 | +8.1% | 0.09% | +7.3% |
| Q1 2022 | $1,466,000 | -8.1% | 5,462 | -3.1% | 0.08% | -2.4% |
| Q4 2021 | $1,596,000 | -35.2% | 5,639 | -39.8% | 0.08% | -42.5% |
| Q3 2021 | $2,464,000 | +8.2% | 9,367 | +10.6% | 0.15% | +8.1% |
| Q2 2021 | $2,277,000 | +115.4% | 8,473 | +108.7% | 0.14% | +87.5% |
| Q1 2021 | $1,057,000 | +17.8% | 4,060 | +4.1% | 0.07% | +7.5% |
| Q4 2020 | $897,000 | +36.5% | 3,901 | +10.0% | 0.07% | +17.5% |
| Q3 2020 | $657,000 | +5.0% | 3,547 | +0.8% | 0.06% | -8.1% |
| Q2 2020 | $626,000 | -71.1% | 3,520 | -76.6% | 0.06% | -78.9% |
| Q1 2020 | $2,166,000 | -30.3% | 15,055 | -0.3% | 0.29% | -11.2% |
| Q4 2019 | $3,107,000 | +189.0% | 15,094 | +171.2% | 0.33% | +133.1% |
| Q3 2019 | $1,075,000 | -29.2% | 5,565 | -28.8% | 0.14% | -27.9% |
| Q2 2019 | $1,519,000 | -45.1% | 7,820 | -46.5% | 0.20% | -52.0% |
| Q1 2019 | $2,769,000 | +15.0% | 14,619 | +0.8% | 0.41% | -13.5% |
| Q4 2018 | $2,408,000 | -10.5% | 14,500 | +8.5% | 0.47% | +16.2% |
| Q3 2018 | $2,690,000 | +43.4% | 13,362 | +38.7% | 0.41% | -4.7% |
| Q2 2018 | $1,876,000 | +47.0% | 9,631 | +41.6% | 0.43% | +32.5% |
| Q1 2018 | $1,276,000 | +34.5% | 6,802 | +36.0% | 0.32% | -9.8% |
| Q4 2017 | $949,000 | – | 5,001 | – | 0.36% | – |
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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% |