ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $419,407 | -4.6% | 1,682 | 0.0% | 0.15% | +0.7% |
Q2 2023 | $439,809 | +5.9% | 1,682 | +1.3% | 0.14% | +3.6% |
Q1 2023 | $415,266 | +3.4% | 1,660 | 0.0% | 0.14% | -2.8% |
Q4 2022 | $401,537 | +10.3% | 1,660 | 0.0% | 0.14% | +5.9% |
Q3 2022 | $364,000 | -86.9% | 1,660 | -77.7% | 0.14% | -85.7% |
Q2 2022 | $2,773,000 | -15.8% | 7,456 | -0.1% | 0.95% | +2.1% |
Q1 2022 | $3,293,000 | -16.4% | 7,467 | -11.2% | 0.93% | -15.8% |
Q4 2021 | $3,939,000 | +6.3% | 8,407 | -2.0% | 1.11% | +0.7% |
Q3 2021 | $3,704,000 | -3.0% | 8,582 | -0.9% | 1.10% | -1.4% |
Q2 2021 | $3,820,000 | +2.5% | 8,657 | -0.6% | 1.12% | -7.1% |
Q1 2021 | $3,727,000 | +21.5% | 8,707 | +11.6% | 1.20% | +15.5% |
Q4 2020 | $3,068,000 | +22.4% | 7,803 | -1.2% | 1.04% | +7.9% |
Q3 2020 | $2,507,000 | +0.1% | 7,898 | -3.9% | 0.97% | -6.9% |
Q2 2020 | $2,504,000 | +20.3% | 8,217 | -2.4% | 1.04% | -5.6% |
Q1 2020 | $2,081,000 | -32.1% | 8,417 | -2.9% | 1.10% | -21.9% |
Q4 2019 | $3,066,000 | +6.5% | 8,667 | 0.0% | 1.41% | -4.3% |
Q3 2019 | $2,880,000 | -1.8% | 8,667 | -1.1% | 1.47% | -1.9% |
Q2 2019 | $2,933,000 | -6.2% | 8,767 | -8.2% | 1.50% | -5.8% |
Q1 2019 | $3,127,000 | +13.4% | 9,550 | -0.6% | 1.59% | -1.8% |
Q4 2018 | $2,757,000 | -17.9% | 9,608 | +0.3% | 1.62% | -8.0% |
Q3 2018 | $3,359,000 | +2.8% | 9,582 | -0.7% | 1.76% | -8.5% |
Q2 2018 | $3,267,000 | +2.3% | 9,646 | -1.4% | 1.93% | -1.7% |
Q1 2018 | $3,194,000 | -2.4% | 9,786 | -1.3% | 1.96% | -3.3% |
Q4 2017 | $3,274,000 | +8.2% | 9,916 | +2.1% | 2.03% | +1.2% |
Q3 2017 | $3,027,000 | +1.5% | 9,716 | -1.2% | 2.01% | +0.8% |
Q2 2017 | $2,982,000 | +2.1% | 9,831 | +0.8% | 1.99% | -5.2% |
Q1 2017 | $2,921,000 | +2.2% | 9,757 | -1.3% | 2.10% | -8.2% |
Q4 2016 | $2,859,000 | – | 9,882 | – | 2.29% | – |
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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% |