ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |