ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,542,675 | -4.2% | 30,249 | +0.5% | 0.32% | +13.8% |
| Q2 2023 | $7,870,560 | +4.2% | 30,100 | -0.3% | 0.28% | -3.8% |
| Q1 2023 | $7,551,379 | +5.0% | 30,186 | +1.5% | 0.29% | -2.7% |
| Q4 2022 | $7,192,191 | +9.9% | 29,733 | -0.4% | 0.30% | +1.7% |
| Q3 2022 | $6,543,000 | -3.0% | 29,843 | +0.0% | 0.30% | -2.3% |
| Q2 2022 | $6,748,000 | -15.8% | 29,829 | -0.1% | 0.30% | -5.3% |
| Q1 2022 | $8,010,000 | +4.7% | 29,852 | +10.4% | 0.32% | -18.2% |
| Q4 2021 | $7,653,000 | +5.0% | 27,037 | -0.4% | 0.39% | +7.1% |
| Q2 2021 | $7,291,251 | +2.8% | 27,132 | -0.4% | 0.36% | -10.3% |
| Q1 2021 | $7,091,593 | +16.7% | 27,246 | +3.1% | 0.41% | +1.5% |
| Q4 2020 | $6,074,923 | +14.3% | 26,432 | -7.8% | 0.40% | -5.9% |
| Q3 2020 | $5,315,042 | +1.9% | 28,682 | -2.2% | 0.43% | -4.5% |
| Q2 2020 | $5,215,379 | +13.0% | 29,330 | -8.6% | 0.45% | -11.3% |
| Q1 2020 | $4,614,829 | -36.2% | 32,079 | -8.7% | 0.50% | -18.6% |
| Q4 2019 | $7,234,633 | -1.3% | 35,150 | -7.3% | 0.62% | -12.0% |
| Q3 2019 | $7,329,162 | -3.6% | 37,930 | +439.5% | 0.70% | +1.9% |
| Q2 2019 | $7,599,878 | +3.7% | 7,031 | -81.8% | 0.69% | -13.9% |
| Q1 2019 | $7,326,482 | +9.1% | 38,683 | -4.3% | 0.80% | -8.3% |
| Q4 2018 | $6,713,377 | -28.0% | 40,427 | -12.7% | 0.87% | -17.7% |
| Q3 2018 | $9,323,858 | +6.3% | 46,320 | +2.8% | 1.06% | -6.9% |
| Q2 2018 | $8,773,445 | +6.0% | 45,042 | +2.1% | 1.14% | -6.0% |
| Q1 2018 | $8,274,996 | +11.0% | 44,117 | +12.3% | 1.21% | +13.5% |
| Q4 2017 | $7,457,899 | +11.3% | 39,298 | +4.9% | 1.07% | -1.4% |
| Q3 2017 | $6,699,296 | +14.9% | 37,447 | +11.7% | 1.08% | -1.3% |
| Q2 2017 | $5,829,412 | -2.3% | 33,512 | -3.8% | 1.10% | -16.4% |
| Q1 2017 | $5,964,106 | +39.5% | 34,833 | +34.7% | 1.31% | +21.9% |
| Q4 2016 | $4,274,700 | +54.8% | 25,854 | +44.8% | 1.08% | +43.7% |
| Q3 2016 | $2,762,192 | +213.9% | 17,854 | +203.1% | 0.75% | +180.1% |
| Q2 2016 | $880,056 | +156.8% | 5,891 | +147.8% | 0.27% | +128.2% |
| Q1 2016 | $342,740 | – | 2,377 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |