ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,837,111 | -4.4% | 159,764 | +0.2% | 12.48% | +1.6% |
| Q2 2023 | $41,674,115 | +8.1% | 159,378 | +3.4% | 12.28% | +2.5% |
| Q1 2023 | $38,561,489 | +1.8% | 154,147 | -1.5% | 11.98% | -0.6% |
| Q4 2022 | $37,866,092 | +15.0% | 156,543 | +4.2% | 12.05% | +2.9% |
| Q3 2022 | $32,935,884 | +2.8% | 150,214 | +6.1% | 11.71% | +7.4% |
| Q2 2022 | $32,029,830 | -13.0% | 141,581 | +3.2% | 10.90% | -5.1% |
| Q1 2022 | $36,818,213 | -1.8% | 137,207 | +3.6% | 11.48% | -1.8% |
| Q4 2021 | $37,474,379 | +12.9% | 132,381 | +4.9% | 11.69% | +0.4% |
| Q3 2021 | $33,184,474 | +0.0% | 126,143 | +2.2% | 11.64% | -4.5% |
| Q2 2021 | $33,171,530 | +8.1% | 123,438 | +4.7% | 12.20% | -1.1% |
| Q1 2021 | $30,689,511 | +23.7% | 117,910 | +9.2% | 12.33% | +11.6% |
| Q4 2020 | $24,819,250 | +39.6% | 107,990 | +12.6% | 11.05% | +21.6% |
| Q3 2020 | $17,775,548 | +6.8% | 95,923 | +2.4% | 9.09% | +1.0% |
| Q2 2020 | $16,649,617 | +96.7% | 93,632 | +59.1% | 9.00% | +67.6% |
| Q1 2020 | $8,464,290 | -43.1% | 58,837 | -18.5% | 5.37% | -33.6% |
| Q4 2019 | $14,863,290 | +15.6% | 72,215 | +8.6% | 8.09% | +5.3% |
| Q3 2019 | $12,854,692 | +5.0% | 66,525 | +5.5% | 7.68% | +0.4% |
| Q2 2019 | $12,246,606 | +19.4% | 63,042 | +16.4% | 7.65% | +6.4% |
| Q1 2019 | $10,259,042 | +38.2% | 54,166 | +21.2% | 7.18% | +25.5% |
| Q4 2018 | $7,422,016 | -26.4% | 44,695 | -10.8% | 5.72% | -21.1% |
| Q3 2018 | $10,082,297 | +6.4% | 50,088 | +2.9% | 7.26% | +2.4% |
| Q2 2018 | $9,476,669 | +9.5% | 48,653 | +5.5% | 7.09% | +10.0% |
| Q1 2018 | $8,652,265 | +0.2% | 46,128 | +1.4% | 6.44% | +0.8% |
| Q4 2017 | $8,631,384 | +7.3% | 45,481 | +1.1% | 6.39% | +5.3% |
| Q3 2017 | $8,046,564 | +9.9% | 44,978 | +6.9% | 6.07% | +4.4% |
| Q2 2017 | $7,318,598 | +2.8% | 42,073 | +1.2% | 5.81% | +2.3% |
| Q1 2017 | $7,118,300 | +4059.7% | 41,574 | +3916.8% | 5.68% | +3447.5% |
| Q4 2016 | $171,127 | – | 1,035 | – | 0.16% | – |
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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% |