ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,820 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,300,856 | -3.6% | 22,229 | +0.0% | 0.09% | -9.0% |
Q1 2024 | $1,350,109 | +7.2% | 22,227 | +388.9% | 0.10% | -7.4% |
Q4 2023 | $1,259,759 | +13.5% | 4,546 | +2.1% | 0.11% | -3.6% |
Q3 2023 | $1,110,004 | -5.5% | 4,453 | -0.3% | 0.11% | -7.4% |
Q2 2023 | $1,174,763 | +5.1% | 4,467 | 0.0% | 0.12% | -5.5% |
Q1 2023 | $1,117,485 | +1.1% | 4,467 | -2.3% | 0.13% | -9.2% |
Q4 2022 | $1,105,650 | +12.7% | 4,571 | +2.1% | 0.14% | -4.7% |
Q3 2022 | $981,000 | -2.0% | 4,475 | +1.2% | 0.15% | -8.1% |
Q2 2022 | $1,001,000 | -17.1% | 4,423 | -1.8% | 0.16% | -21.1% |
Q1 2022 | $1,208,000 | -1.1% | 4,503 | +4.4% | 0.20% | -5.6% |
Q4 2021 | $1,221,000 | +20.2% | 4,313 | +11.7% | 0.22% | -8.1% |
Q3 2021 | $1,016,000 | +59.0% | 3,861 | +62.4% | 0.24% | +49.7% |
Q2 2021 | $639,000 | +3.2% | 2,377 | 0.0% | 0.16% | -5.4% |
Q1 2021 | $619,000 | +13.4% | 2,377 | 0.0% | 0.17% | -1.2% |
Q4 2020 | $546,000 | +25.8% | 2,377 | +1.5% | 0.17% | +7.7% |
Q3 2020 | $434,000 | +23.6% | 2,341 | +18.7% | 0.16% | +15.6% |
Q2 2020 | $351,000 | +2.0% | 1,972 | -17.5% | 0.14% | -11.2% |
Q1 2020 | $344,000 | -30.1% | 2,391 | 0.0% | 0.15% | -18.7% |
Q4 2019 | $492,000 | +6.5% | 2,391 | 0.0% | 0.19% | -4.1% |
Q3 2019 | $462,000 | -6.7% | 2,391 | -6.2% | 0.20% | -5.8% |
Q2 2019 | $495,000 | +27.9% | 2,549 | +24.6% | 0.21% | +24.0% |
Q1 2019 | $387,000 | +13.8% | 2,045 | 0.0% | 0.17% | +1.8% |
Q4 2018 | $340,000 | +21.9% | 2,045 | +46.6% | 0.16% | +23.3% |
Q3 2018 | $279,000 | +2.6% | 1,395 | 0.0% | 0.13% | -3.6% |
Q2 2018 | $272,000 | +6.2% | 1,395 | 0.0% | 0.14% | +3.0% |
Q1 2018 | $256,000 | -5.5% | 1,395 | 0.0% | 0.13% | +1.5% |
Q4 2017 | $271,000 | -26.8% | 1,395 | -31.8% | 0.13% | -29.8% |
Q3 2017 | $370,000 | +4.2% | 2,045 | 0.0% | 0.19% | -0.5% |
Q2 2017 | $355,000 | +31.0% | 2,045 | +46.6% | 0.19% | +40.0% |
Q1 2017 | $271,000 | +6.3% | 1,395 | -8.8% | 0.14% | -2.2% |
Q4 2016 | $255,000 | -24.8% | 1,529 | -30.2% | 0.14% | -25.8% |
Q3 2016 | $339,000 | +27.0% | 2,190 | +22.5% | 0.19% | +26.5% |
Q2 2016 | $267,000 | +3.5% | 1,788 | 0.0% | 0.15% | +0.7% |
Q1 2016 | $258,000 | +3.6% | 1,788 | 0.0% | 0.15% | -2.0% |
Q4 2015 | $249,000 | -24.3% | 1,788 | -25.8% | 0.15% | -28.7% |
Q3 2015 | $329,000 | – | 2,411 | – | 0.21% | – |
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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% |