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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $593,742 | -5.9% | 10,146 | -2.3% | 0.13% | -9.2% |
| Q1 2024 | $630,836 | +44.5% | 10,386 | +559.4% | 0.14% | +27.9% |
| Q4 2023 | $436,511 | +3.1% | 1,575 | -7.2% | 0.11% | -10.5% |
| Q3 2023 | $423,396 | -1.5% | 1,698 | +3.3% | 0.12% | +5.1% |
| Q2 2023 | $429,873 | +6.1% | 1,644 | +1.5% | 0.12% | +11.3% |
| Q1 2023 | $405,259 | +3.1% | 1,620 | -0.3% | 0.11% | -9.4% |
| Q4 2022 | $393,071 | +10.4% | 1,625 | 0.0% | 0.12% | +6.4% |
| Q3 2022 | $356,000 | +119.8% | 1,625 | +126.6% | 0.11% | +115.7% |
| Q2 2022 | $162,000 | -15.6% | 717 | 0.0% | 0.05% | -7.3% |
| Q1 2022 | $192,000 | -8.1% | 717 | -3.1% | 0.06% | -15.4% |
| Q4 2021 | $209,000 | +20.1% | 740 | +11.6% | 0.06% | +14.0% |
| Q3 2021 | $174,000 | +10.1% | 663 | +12.8% | 0.06% | +3.6% |
| Q2 2021 | $158,000 | +26.4% | 588 | +22.2% | 0.06% | +7.8% |
| Q1 2021 | $125,000 | +14.7% | 481 | +1.5% | 0.05% | +2.0% |
| Q4 2020 | $109,000 | +41.6% | 474 | +13.7% | 0.05% | +22.0% |
| Q3 2020 | $77,000 | +42.6% | 417 | +36.7% | 0.04% | +24.2% |
| Q2 2020 | $54,000 | +22.7% | 305 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $44,000 | -30.2% | 305 | 0.0% | 0.03% | -5.7% |
| Q4 2019 | $63,000 | +6.8% | 305 | 0.0% | 0.04% | +6.1% |
| Q3 2019 | $59,000 | 0.0% | 305 | 0.0% | 0.03% | -10.8% |
| Q2 2019 | $59,000 | +1.7% | 305 | 0.0% | 0.04% | -27.5% |
| Q1 2019 | $58,000 | +38.1% | 305 | +19.6% | 0.05% | +15.9% |
| Q4 2018 | $42,000 | – | 255 | – | 0.04% | – |
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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% |