ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,125,739 | -3.1% | 8,525 | +1.6% | 0.53% | -2.6% |
| Q2 2023 | $2,194,443 | +12.9% | 8,392 | +8.0% | 0.54% | -4.6% |
| Q1 2023 | $1,943,297 | +5.4% | 7,768 | +1.9% | 0.57% | -5.3% |
| Q4 2022 | $1,843,352 | +13.6% | 7,621 | +6.2% | 0.60% | -6.5% |
| Q3 2022 | $1,623,000 | 0.0% | 7,174 | 0.0% | 0.64% | 0.0% |
| Q2 2022 | $1,623,000 | -11.7% | 7,174 | +10.5% | 0.64% | -2.4% |
| Q1 2022 | $1,838,000 | 0.0% | 6,493 | 0.0% | 0.66% | 0.0% |
| Q4 2021 | $1,838,000 | +43.1% | 6,493 | +33.0% | 0.66% | +22.4% |
| Q3 2021 | $1,284,000 | +47.1% | 4,881 | +50.2% | 0.54% | +37.4% |
| Q2 2021 | $873,000 | +3.9% | 3,250 | +0.7% | 0.39% | -7.7% |
| Q1 2021 | $840,000 | -13.4% | 3,226 | -23.6% | 0.43% | -17.4% |
| Q4 2020 | $970,000 | +28.6% | 4,222 | +3.7% | 0.52% | +7.9% |
| Q3 2020 | $754,000 | +5.3% | 4,071 | +1.1% | 0.48% | -3.0% |
| Q2 2020 | $716,000 | +41.2% | 4,025 | +14.2% | 0.49% | +4.2% |
| Q1 2020 | $507,000 | -32.0% | 3,526 | -2.7% | 0.47% | -17.6% |
| Q4 2019 | $746,000 | +9.4% | 3,625 | +2.7% | 0.57% | -5.1% |
| Q3 2019 | $682,000 | +0.9% | 3,530 | +1.4% | 0.60% | -3.0% |
| Q2 2019 | $676,000 | -1.3% | 3,481 | -3.8% | 0.62% | -8.0% |
| Q1 2019 | $685,000 | +9.4% | 3,618 | +16.4% | 0.68% | +35.3% |
| Q4 2018 | $626,000 | – | 3,109 | – | 0.50% | – |
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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% |