ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,500 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 2024 | $13,933,975 | +6.1% | 237,781 | +10.0% | 4.35% | +1.6% |
| Q1 2024 | $13,127,994 | +8.3% | 216,070 | +394.7% | 4.28% | -4.5% |
| Q4 2023 | $12,120,740 | +7.6% | 43,673 | -3.3% | 4.48% | -2.2% |
| Q3 2023 | $11,263,410 | -10.6% | 45,170 | -6.3% | 4.58% | -5.2% |
| Q2 2023 | $12,600,994 | +6.3% | 48,189 | +1.7% | 4.84% | +1.3% |
| Q1 2023 | $11,849,847 | +4.5% | 47,367 | +1.0% | 4.78% | -0.5% |
| Q4 2022 | $11,343,424 | +16.8% | 46,898 | +5.9% | 4.80% | +8.3% |
| Q3 2022 | $9,713,000 | +0.3% | 44,285 | +3.4% | 4.43% | +6.1% |
| Q2 2022 | $9,686,000 | -12.3% | 42,815 | +5.3% | 4.18% | -0.0% |
| Q1 2022 | $11,040,000 | +1.1% | 40,676 | +5.8% | 4.18% | +5.7% |
| Q4 2021 | $10,918,000 | +10.3% | 38,429 | +2.2% | 3.96% | +9.6% |
| Q3 2021 | $9,895,000 | +2.7% | 37,620 | +5.0% | 3.61% | -3.4% |
| Q2 2021 | $9,631,000 | +7.2% | 35,840 | +3.8% | 3.74% | +0.4% |
| Q1 2021 | $8,983,000 | +12.0% | 34,513 | -1.1% | 3.72% | +1.0% |
| Q4 2020 | $8,020,000 | +28.3% | 34,896 | +3.4% | 3.69% | +7.0% |
| Q3 2020 | $6,251,000 | -0.4% | 33,735 | -4.5% | 3.45% | -1.3% |
| Q2 2020 | $6,279,000 | +26.4% | 35,315 | +1.4% | 3.49% | +8.0% |
| Q1 2020 | $4,969,000 | -35.5% | 34,826 | -6.9% | 3.23% | -14.0% |
| Q4 2019 | $7,699,000 | +7.8% | 37,413 | +1.4% | 3.76% | -3.9% |
| Q3 2019 | $7,141,000 | +1.0% | 36,884 | +1.3% | 3.91% | -2.2% |
| Q2 2019 | $7,073,000 | +3.3% | 36,411 | +0.7% | 4.00% | -1.0% |
| Q1 2019 | $6,848,000 | +16.8% | 36,160 | +1.4% | 4.04% | +6.1% |
| Q4 2018 | $5,865,000 | – | 35,663 | – | 3.81% | – |
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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% |