ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,453,005 | -7.3% | 69,994 | -2.8% | 8.98% | -1.9% |
Q2 2023 | $18,822,639 | +9.6% | 71,985 | +4.8% | 9.15% | +1.0% |
Q1 2023 | $17,175,486 | +7.9% | 68,658 | +4.3% | 9.07% | -2.1% |
Q4 2022 | $15,918,057 | +7.1% | 65,807 | -3.0% | 9.26% | +3.0% |
Q3 2022 | $14,869,000 | +63.2% | 67,814 | +68.4% | 9.00% | +42.0% |
Q2 2022 | $9,109,000 | -22.9% | 40,264 | -8.6% | 6.34% | -13.6% |
Q1 2022 | $11,817,000 | +17.4% | 44,039 | +23.9% | 7.34% | +16.6% |
Q4 2021 | $10,066,000 | +5.6% | 35,558 | -1.8% | 6.29% | -4.2% |
Q3 2021 | $9,529,000 | +1.0% | 36,222 | +3.2% | 6.57% | +1.0% |
Q2 2021 | $9,431,000 | +7.1% | 35,096 | +3.7% | 6.50% | -0.5% |
Q1 2021 | $8,807,000 | +16.6% | 33,837 | +2.9% | 6.53% | +8.6% |
Q4 2020 | $7,554,000 | +49.5% | 32,869 | +20.5% | 6.02% | +26.2% |
Q3 2020 | $5,053,000 | +13.8% | 27,269 | +9.2% | 4.77% | +2.3% |
Q2 2020 | $4,442,000 | +150.1% | 24,982 | +102.4% | 4.66% | +117.1% |
Q1 2020 | $1,776,000 | -69.2% | 12,345 | -55.9% | 2.15% | -60.2% |
Q4 2019 | $5,766,000 | -4.1% | 28,016 | -10.0% | 5.40% | +9.6% |
Q3 2019 | $6,014,000 | +0.8% | 31,122 | +1.4% | 4.92% | -2.3% |
Q2 2019 | $5,964,000 | +7.2% | 30,703 | +4.5% | 5.04% | -2.3% |
Q1 2019 | $5,566,000 | +30.2% | 29,388 | +14.2% | 5.16% | +8.7% |
Q4 2018 | $4,275,000 | -11.9% | 25,741 | +6.8% | 4.74% | +3.6% |
Q3 2018 | $4,852,000 | +6.4% | 24,103 | +2.9% | 4.58% | +2.8% |
Q2 2018 | $4,561,000 | +3.1% | 23,417 | -0.7% | 4.45% | +0.5% |
Q1 2018 | $4,423,000 | -2.9% | 23,583 | -1.7% | 4.43% | -3.6% |
Q4 2017 | $4,555,000 | – | 24,002 | – | 4.60% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |