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 | $6,147,054 | -1.9% | 105,042 | +1.9% | 1.54% | -3.5% |
| Q1 2024 | $6,263,912 | +6.4% | 103,127 | +385.3% | 1.60% | +1.0% |
| Q4 2023 | $5,889,105 | -38.5% | 21,249 | -44.7% | 1.58% | -45.4% |
| Q3 2023 | $9,574,166 | +67.4% | 38,396 | +75.6% | 2.89% | +70.5% |
| Q2 2023 | $5,717,651 | -0.7% | 21,866 | -5.0% | 1.70% | -5.5% |
| Q1 2023 | $5,758,307 | -6.8% | 23,018 | -9.9% | 1.80% | -10.9% |
| Q4 2022 | $6,181,499 | +11.4% | 25,555 | +1.0% | 2.02% | +5.7% |
| Q3 2022 | $5,548,000 | -0.1% | 25,303 | +3.0% | 1.91% | +14.5% |
| Q2 2022 | $5,555,000 | -13.5% | 24,556 | +2.6% | 1.66% | +3.5% |
| Q1 2022 | $6,423,000 | -3.7% | 23,935 | +1.5% | 1.61% | -0.8% |
| Q4 2021 | $6,672,000 | -2.4% | 23,570 | -9.3% | 1.62% | -6.9% |
| Q3 2021 | $6,836,000 | +0.3% | 25,987 | +2.4% | 1.74% | -4.6% |
| Q2 2021 | $6,818,000 | -4.4% | 25,372 | -7.4% | 1.83% | -12.1% |
| Q1 2021 | $7,134,000 | +3.7% | 27,409 | -8.5% | 2.08% | -15.6% |
| Q4 2020 | $6,882,000 | +16.3% | 29,942 | -6.2% | 2.46% | -1.8% |
| Q3 2020 | $5,917,000 | -0.1% | 31,928 | -4.2% | 2.51% | -12.4% |
| Q2 2020 | $5,924,000 | +6.1% | 33,315 | -14.2% | 2.86% | -24.1% |
| Q1 2020 | $5,586,000 | -45.0% | 38,827 | -21.4% | 3.77% | -30.5% |
| Q4 2019 | $10,162,000 | +10.8% | 49,376 | +4.0% | 5.42% | +9.6% |
| Q3 2019 | $9,175,000 | -4.6% | 47,482 | -4.1% | 4.95% | -1.1% |
| Q2 2019 | $9,622,000 | +0.0% | 49,531 | -2.5% | 5.00% | -2.8% |
| Q1 2019 | $9,621,000 | -26.7% | 50,798 | -35.7% | 5.15% | -40.3% |
| Q4 2018 | $13,121,000 | – | 79,008 | – | 8.62% | – |
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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% |