ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,141 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,711,021 | +11.4% | 44,633 | +408.5% | 1.10% | +5.7% |
| Q4 2023 | $2,432,824 | +13.6% | 8,778 | +2.2% | 1.04% | +7.9% |
| Q3 2023 | $2,142,219 | +0.2% | 8,590 | +5.0% | 0.96% | -3.0% |
| Q2 2023 | $2,138,300 | +7.4% | 8,178 | +2.8% | 0.99% | +3.0% |
| Q1 2023 | $1,991,012 | +119122.3% | 7,959 | +15.2% | 0.96% | +6.8% |
| Q4 2022 | $1,670 | -99.9% | 6,906 | +4.2% | 0.90% | -18.0% |
| Q3 2022 | $1,453,000 | +9.5% | 6,625 | +12.9% | 1.10% | +13.9% |
| Q2 2022 | $1,327,000 | -8.0% | 5,866 | +9.1% | 0.96% | -1.0% |
| Q1 2022 | $1,443,000 | +4.6% | 5,377 | +10.3% | 0.97% | +4.4% |
| Q4 2021 | $1,380,000 | +7.6% | 4,876 | +0.1% | 0.93% | +0.2% |
| Q3 2021 | $1,282,000 | -4.8% | 4,873 | -2.8% | 0.93% | +8.5% |
| Q2 2021 | $1,347,000 | +9.5% | 5,013 | +6.1% | 0.86% | +7.2% |
| Q1 2021 | $1,230,000 | +30.0% | 4,726 | +14.9% | 0.80% | +20.3% |
| Q4 2020 | $946,000 | +13.6% | 4,114 | -8.5% | 0.66% | +19.8% |
| Q3 2020 | $833,000 | -16.0% | 4,495 | -19.4% | 0.56% | -20.7% |
| Q2 2020 | $992,000 | +4.5% | 5,577 | -15.4% | 0.70% | -8.1% |
| Q1 2020 | $949,000 | -64.7% | 6,596 | -49.5% | 0.76% | -60.3% |
| Q4 2019 | $2,686,000 | +1.2% | 13,049 | -5.0% | 1.92% | +7.9% |
| Q3 2019 | $2,655,000 | +3.1% | 13,738 | +3.7% | 1.78% | +3.1% |
| Q2 2019 | $2,575,000 | +7.4% | 13,253 | +4.7% | 1.73% | -14.8% |
| Q1 2019 | $2,398,000 | +32.9% | 12,660 | +16.5% | 2.03% | +28.0% |
| Q4 2018 | $1,805,000 | – | 10,867 | – | 1.58% | – |
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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% |