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 | $327,712 | -3.7% | 5,600 | 0.0% | 0.17% | -7.9% |
| Q1 2024 | $340,144 | +9.6% | 5,600 | +400.0% | 0.19% | +2.7% |
| Q4 2023 | $310,408 | +11.1% | 1,120 | 0.0% | 0.18% | -1.1% |
| Q3 2023 | $279,272 | -4.6% | 1,120 | 0.0% | 0.19% | -0.5% |
| Q2 2023 | $292,858 | +4.5% | 1,120 | 0.0% | 0.19% | +0.5% |
| Q1 2023 | $280,179 | +3.4% | 1,120 | 0.0% | 0.19% | +0.5% |
| Q4 2022 | $270,917 | +10.1% | 1,120 | 0.0% | 0.18% | +2.2% |
| Q3 2022 | $246,000 | -2.8% | 1,120 | 0.0% | 0.18% | +1.1% |
| Q2 2022 | $253,000 | -15.9% | 1,120 | 0.0% | 0.18% | -8.7% |
| Q1 2022 | $301,000 | -10.1% | 1,120 | -7.1% | 0.20% | -9.7% |
| Q4 2021 | $335,000 | +5.7% | 1,205 | 0.0% | 0.22% | -3.1% |
| Q3 2021 | $317,000 | -2.2% | 1,205 | 0.0% | 0.22% | -1.3% |
| Q2 2021 | $324,000 | +3.2% | 1,205 | 0.0% | 0.23% | -5.4% |
| Q1 2021 | $314,000 | +13.4% | 1,205 | 0.0% | 0.24% | +8.1% |
| Q4 2020 | $277,000 | +24.2% | 1,205 | 0.0% | 0.22% | +13.8% |
| Q3 2020 | $223,000 | -5.1% | 1,205 | -8.7% | 0.20% | -10.6% |
| Q2 2020 | $235,000 | +16.3% | 1,320 | -6.0% | 0.22% | +0.9% |
| Q1 2020 | $202,000 | -33.6% | 1,405 | -4.9% | 0.22% | -23.7% |
| Q4 2019 | $304,000 | – | 1,477 | – | 0.28% | – |
Download | ||||||
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% |