ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 713 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,901,307 | -0.9% | 101,940 | -2.2% | 1.14% | -2.2% |
Q1 2024 | $5,955,517 | +3.1% | 104,245 | +400.0% | 1.17% | -0.3% |
Q4 2023 | $5,778,300 | +9.7% | 20,849 | -1.3% | 1.17% | -1.5% |
Q3 2023 | $5,267,269 | -4.6% | 21,124 | 0.0% | 1.19% | -1.7% |
Q2 2023 | $5,523,504 | +5.6% | 21,124 | +1.0% | 1.21% | +1.3% |
Q1 2023 | $5,230,595 | +0.6% | 20,909 | -2.7% | 1.20% | -3.6% |
Q4 2022 | $5,200,393 | +8.3% | 21,499 | -1.8% | 1.24% | +4.5% |
Q3 2022 | $4,802,000 | -3.1% | 21,899 | 0.0% | 1.19% | +3.7% |
Q2 2022 | $4,954,000 | -15.7% | 21,899 | 0.0% | 1.14% | +0.1% |
Q1 2022 | $5,876,000 | -5.9% | 21,899 | -0.7% | 1.14% | -1.9% |
Q4 2021 | $6,244,000 | +4.2% | 22,059 | -3.2% | 1.16% | -1.1% |
Q3 2021 | $5,995,000 | -1.8% | 22,790 | +0.3% | 1.18% | +1.6% |
Q2 2021 | $6,104,000 | +3.7% | 22,715 | +0.5% | 1.16% | -3.3% |
Q1 2021 | $5,884,000 | +14.2% | 22,605 | +0.8% | 1.20% | +6.8% |
Q4 2020 | $5,152,000 | +17.4% | 22,415 | -5.4% | 1.12% | +5.2% |
Q3 2020 | $4,390,000 | -11.4% | 23,692 | -15.0% | 1.07% | -18.4% |
Q2 2020 | $4,954,000 | +11.8% | 27,862 | -9.5% | 1.31% | -2.8% |
Q1 2020 | $4,431,000 | -34.0% | 30,803 | -5.5% | 1.34% | -17.2% |
Q4 2019 | $6,711,000 | +5.3% | 32,608 | -1.1% | 1.62% | -1.2% |
Q3 2019 | $6,373,000 | -2.0% | 32,983 | -1.5% | 1.64% | -4.1% |
Q2 2019 | $6,506,000 | +4.0% | 33,490 | +1.4% | 1.71% | -3.3% |
Q1 2019 | $6,254,000 | +13.6% | 33,019 | -0.4% | 1.77% | -1.5% |
Q4 2018 | $5,505,000 | -16.1% | 33,149 | +1.7% | 1.80% | +0.1% |
Q3 2018 | $6,559,000 | +8.5% | 32,584 | +5.0% | 1.80% | -0.6% |
Q2 2018 | $6,045,000 | +3.7% | 31,036 | -0.1% | 1.81% | -6.5% |
Q1 2018 | $5,827,000 | -1.2% | 31,064 | 0.0% | 1.94% | +1.6% |
Q4 2017 | $5,895,000 | +6.4% | 31,064 | +0.3% | 1.90% | -0.4% |
Q3 2017 | $5,541,000 | +6.0% | 30,974 | +3.1% | 1.91% | -0.7% |
Q2 2017 | $5,225,000 | +7.5% | 30,039 | +5.7% | 1.92% | +1.5% |
Q1 2017 | $4,862,000 | +10.0% | 28,406 | +6.2% | 1.90% | +2.4% |
Q4 2016 | $4,421,000 | +20.2% | 26,736 | +12.4% | 1.85% | +11.7% |
Q3 2016 | $3,678,000 | +1.0% | 23,776 | -2.5% | 1.66% | +0.7% |
Q2 2016 | $3,642,000 | +5.4% | 24,380 | +1.7% | 1.65% | -1.7% |
Q1 2016 | $3,454,000 | +3.4% | 23,980 | 0.0% | 1.67% | +2.9% |
Q4 2015 | $3,341,000 | – | 23,980 | – | 1.63% | – |
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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% |