ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,175 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $563,314 | -3.1% | 9,626 | +0.6% | 0.17% | -6.0% |
| Q1 2024 | $581,282 | +8.7% | 9,570 | +396.1% | 0.18% | 0.0% |
| Q4 2023 | $534,622 | -9.9% | 1,929 | -18.9% | 0.18% | -22.0% |
| Q3 2023 | $593,453 | -9.2% | 2,380 | -4.8% | 0.24% | -5.6% |
| Q2 2023 | $653,439 | +4.9% | 2,499 | +0.4% | 0.25% | -2.3% |
| Q1 2023 | $622,898 | +3.4% | 2,490 | 0.0% | 0.26% | -2.7% |
| Q4 2022 | $602,306 | -2.2% | 2,490 | -11.5% | 0.26% | -12.6% |
| Q3 2022 | $616,000 | -3.1% | 2,814 | 0.0% | 0.30% | +1.3% |
| Q2 2022 | $636,000 | -19.3% | 2,814 | -4.3% | 0.30% | -2.3% |
| Q1 2022 | $788,000 | +9.9% | 2,939 | +15.9% | 0.30% | +9.0% |
| Q4 2021 | $717,000 | +2.0% | 2,536 | -5.2% | 0.28% | -5.7% |
| Q3 2021 | $703,000 | -2.9% | 2,675 | -0.7% | 0.30% | -3.0% |
| Q2 2021 | $724,000 | +3.3% | 2,695 | 0.0% | 0.30% | -9.5% |
| Q1 2021 | $701,000 | +10.7% | 2,695 | -2.2% | 0.34% | +4.3% |
| Q4 2020 | $633,000 | +22.4% | 2,756 | -1.4% | 0.32% | +9.1% |
| Q3 2020 | $517,000 | +4.0% | 2,794 | -0.1% | 0.30% | -5.4% |
| Q2 2020 | $497,000 | +20.6% | 2,796 | -2.4% | 0.31% | +6.8% |
| Q1 2020 | $412,000 | -31.4% | 2,864 | -2.0% | 0.29% | -11.7% |
| Q4 2019 | $601,000 | +6.4% | 2,922 | -0.1% | 0.33% | -4.3% |
| Q3 2019 | $565,000 | -0.5% | 2,925 | 0.0% | 0.35% | -1.7% |
| Q2 2019 | $568,000 | +2.3% | 2,925 | -0.3% | 0.35% | -2.5% |
| Q1 2019 | $555,000 | +12.1% | 2,934 | -1.5% | 0.36% | -4.7% |
| Q4 2018 | $495,000 | -15.7% | 2,980 | +2.5% | 0.38% | -5.5% |
| Q3 2018 | $587,000 | +3.3% | 2,906 | 0.0% | 0.40% | -9.0% |
| Q2 2018 | $568,000 | +4.2% | 2,906 | 0.0% | 0.44% | +1.6% |
| Q1 2018 | $545,000 | +5.2% | 2,906 | +6.5% | 0.44% | -0.5% |
| Q4 2017 | $518,000 | – | 2,729 | – | 0.44% | – |
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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% |