ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 921 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,161,797 | +47.4% | 36,941 | +53.0% | 0.07% | +39.6% |
| Q1 2024 | $1,466,455 | +16.4% | 24,143 | +431.2% | 0.05% | +17.8% |
| Q4 2023 | $1,259,577 | +7.6% | 4,545 | -3.2% | 0.04% | -15.1% |
| Q3 2023 | $1,170,781 | -14.7% | 4,695 | -10.6% | 0.05% | -11.7% |
| Q2 2023 | $1,372,595 | +74.8% | 5,249 | +67.2% | 0.06% | +57.9% |
| Q1 2023 | $785,334 | +1.1% | 3,139 | -2.3% | 0.04% | -85.8% |
| Q4 2022 | $776,842 | +2.5% | 3,212 | -7.1% | 0.27% | +506.8% |
| Q3 2022 | $758,000 | -5.0% | 3,457 | -2.0% | 0.04% | -2.2% |
| Q2 2022 | $798,000 | -28.6% | 3,526 | -15.3% | 0.04% | -16.7% |
| Q1 2022 | $1,118,000 | -14.2% | 4,165 | -9.5% | 0.05% | -15.6% |
| Q4 2021 | $1,303,000 | +7.6% | 4,602 | -0.1% | 0.06% | -4.5% |
| Q3 2021 | $1,211,000 | -1.9% | 4,605 | +0.2% | 0.07% | -1.5% |
| Q2 2021 | $1,235,000 | +19.2% | 4,594 | +15.4% | 0.07% | +11.5% |
| Q1 2021 | $1,036,000 | +14.6% | 3,981 | +1.2% | 0.06% | 0.0% |
| Q4 2020 | $904,000 | -17.7% | 3,934 | -30.8% | 0.06% | -26.5% |
| Q3 2020 | $1,098,000 | -8.9% | 5,686 | -10.8% | 0.08% | -35.7% |
| Q2 2020 | $1,205,000 | +32.6% | 6,371 | +0.9% | 0.13% | -2.3% |
| Q1 2020 | $909,000 | -97.2% | 6,316 | -96.0% | 0.13% | -90.7% |
| Q4 2019 | $32,389,000 | +1486.9% | 157,364 | +1435.6% | 1.41% | +467.5% |
| Q3 2019 | $2,041,000 | +38.1% | 10,248 | +31.3% | 0.25% | +19.7% |
| Q1 2019 | $1,478,000 | +40.1% | 7,804 | +37.1% | 0.21% | +11.2% |
| Q4 2018 | $1,055,000 | +28.8% | 5,692 | +16.1% | 0.19% | +2.2% |
| Q1 2018 | $819,000 | -84.2% | 4,901 | -84.0% | 0.18% | -77.7% |
| Q1 2017 | $5,180,000 | – | 30,693 | – | 0.82% | – |
Download | ||||||
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% |