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 | $3,436,146 | -36.2% | 13,780 | -36.0% | 1.56% | -36.6% |
| Q2 2023 | $5,385,380 | +22.4% | 21,528 | +22.4% | 2.46% | -10.1% |
| Q1 2023 | $4,401,092 | -14.1% | 17,593 | -16.9% | 2.74% | +8.5% |
| Q4 2022 | $5,123,006 | +34.7% | 21,179 | +22.1% | 2.52% | -12.9% |
| Q3 2022 | $3,803,000 | -14.8% | 17,345 | -12.1% | 2.90% | +24.1% |
| Q2 2022 | $4,465,000 | -10.0% | 19,734 | +6.8% | 2.33% | +16.1% |
| Q1 2022 | $4,960,000 | -38.4% | 18,484 | -35.0% | 2.01% | -33.3% |
| Q4 2021 | $8,052,000 | +5.8% | 28,444 | -0.1% | 3.01% | -4.4% |
| Q3 2021 | $7,608,000 | -21.0% | 28,459 | -20.6% | 3.15% | -10.7% |
| Q2 2021 | $9,627,000 | +1.5% | 35,824 | -1.7% | 3.53% | -10.9% |
| Q1 2021 | $9,484,000 | +10.7% | 36,438 | -2.2% | 3.96% | +4.2% |
| Q4 2020 | $8,564,000 | +24.1% | 37,264 | +0.1% | 3.80% | +5.9% |
| Q3 2020 | $6,899,000 | -2.2% | 37,228 | -6.2% | 3.59% | -11.3% |
| Q2 2020 | $7,055,000 | +25.5% | 39,679 | +1.2% | 4.04% | +1.6% |
| Q1 2020 | $5,621,000 | -32.6% | 39,219 | -3.2% | 3.98% | -15.6% |
| Q4 2019 | $8,339,000 | +5.6% | 40,514 | -0.8% | 4.72% | -9.9% |
| Q3 2019 | $7,900,000 | -2.7% | 40,839 | -2.3% | 5.24% | -5.2% |
| Q2 2019 | $8,117,000 | +2.8% | 41,786 | +0.4% | 5.52% | +9.5% |
| Q1 2019 | $7,897,000 | +12.1% | 41,628 | -2.9% | 5.04% | +5.7% |
| Q4 2018 | $7,045,000 | -15.1% | 42,876 | +3.6% | 4.78% | -6.6% |
| Q3 2018 | $8,302,000 | +8.6% | 41,368 | +7.4% | 5.11% | +0.3% |
| Q2 2018 | $7,647,000 | +0.5% | 38,518 | -6.0% | 5.10% | -12.6% |
| Q1 2018 | $7,612,000 | -2.6% | 40,991 | +0.5% | 5.83% | -0.0% |
| Q4 2017 | $7,816,000 | – | 40,800 | – | 5.83% | – |
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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% |