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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $32,312,586 | +4.7% | 123,576 | +0.2% | 6.98% | -0.2% |
| Q1 2023 | $30,862,705 | +10.4% | 123,372 | -3.2% | 6.99% | -13.8% |
| Q4 2022 | $27,944,198 | +0.0% | 127,448 | +0.0% | 8.11% | 0.0% |
| Q3 2022 | $27,944,000 | -2.5% | 127,447 | +0.7% | 8.11% | +3.3% |
| Q2 2022 | $28,646,000 | -15.7% | 126,622 | -0.0% | 7.85% | -1.8% |
| Q1 2022 | $33,989,000 | -4.9% | 126,666 | +0.3% | 7.99% | -0.0% |
| Q4 2021 | $35,755,000 | +8.0% | 126,307 | +0.4% | 8.00% | +0.3% |
| Q3 2021 | $33,097,000 | -1.5% | 125,811 | +0.6% | 7.98% | -0.3% |
| Q2 2021 | $33,598,000 | +5.5% | 125,024 | +2.1% | 8.00% | -2.8% |
| Q1 2021 | $31,860,000 | +10.1% | 122,407 | -2.8% | 8.23% | +3.6% |
| Q4 2020 | $28,947,000 | +7.4% | 125,952 | -12.2% | 7.94% | +0.7% |
| Q3 2020 | $26,944,000 | +4.9% | 143,495 | -0.8% | 7.88% | -0.8% |
| Q2 2020 | $25,682,000 | +22.4% | 144,712 | -0.8% | 7.94% | +21.6% |
| Q1 2020 | $20,982,000 | +26.9% | 145,856 | +81.5% | 6.53% | +32.1% |
| Q4 2019 | $16,540,000 | +16.6% | 80,364 | +9.5% | 4.94% | +3.3% |
| Q3 2019 | $14,180,000 | +10.5% | 73,385 | +11.1% | 4.78% | +1.0% |
| Q2 2019 | $12,830,000 | +16.0% | 66,047 | +13.1% | 4.74% | -2.6% |
| Q1 2019 | $11,056,000 | +46.0% | 58,376 | +28.0% | 4.87% | +11.2% |
| Q4 2018 | $7,572,000 | – | 45,598 | – | 4.38% | – |
Download | ||||||
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% |