ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $934,167 | +11.8% | 15,229 | +2.9% | 0.04% | -2.4% |
| Q1 2024 | $835,538 | -46.5% | 14,807 | +137.4% | 0.04% | -53.4% |
| Q3 2023 | $1,562,543 | +95.3% | 6,238 | +103.9% | 0.09% | +100.0% |
| Q2 2023 | $799,902 | +12.3% | 3,059 | +7.4% | 0.04% | 0.0% |
| Q1 2023 | $712,561 | +3.7% | 2,848 | +0.2% | 0.04% | -21.4% |
| Q4 2022 | $687,430 | +9.8% | 2,842 | -0.5% | 0.06% | +3.7% |
| Q3 2022 | $626,279 | +4.1% | 2,856 | +7.4% | 0.05% | +8.0% |
| Q2 2022 | $601,690 | -0.0% | 2,660 | +18.6% | 0.05% | +19.0% |
| Q1 2022 | $601,720 | +5.5% | 2,242 | +11.3% | 0.04% | -49.4% |
| Q4 2021 | $570,104 | +7.9% | 2,014 | +0.3% | 0.08% | +18.6% |
| Q3 2021 | $528,171 | -2.8% | 2,008 | -0.6% | 0.07% | -2.8% |
| Q2 2021 | $543,201 | -46.6% | 2,021 | -48.2% | 0.07% | -39.5% |
| Q1 2021 | $1,016,484 | +92.2% | 3,905 | +69.7% | 0.12% | +153.2% |
| Q4 2020 | $528,882 | +19.0% | 2,301 | -4.0% | 0.05% | +14.6% |
| Q3 2020 | $444,380 | +15.8% | 2,398 | +11.1% | 0.04% | -4.7% |
| Q2 2020 | $383,677 | +18.7% | 2,158 | -3.9% | 0.04% | 0.0% |
| Q1 2020 | $323,172 | -45.9% | 2,246 | -22.6% | 0.04% | -41.1% |
| Q4 2019 | $597,184 | +9.4% | 2,901 | +2.7% | 0.07% | -3.9% |
| Q3 2019 | $545,888 | -0.5% | 2,825 | 0.0% | 0.08% | -6.2% |
| Q2 2019 | $548,798 | +15.3% | 2,825 | +12.5% | 0.08% | +6.6% |
| Q1 2019 | $475,813 | – | 2,512 | – | 0.08% | – |
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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% |