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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8,547,666 | +3.7% | 35,337 | -6.0% | 1.00% | -6.4% |
| Q3 2022 | $8,242,000 | +0.2% | 37,589 | +3.4% | 1.07% | +3.0% |
| Q2 2022 | $8,227,000 | -22.6% | 36,366 | -8.2% | 1.04% | -5.1% |
| Q1 2022 | $10,633,000 | -7.1% | 39,622 | -2.0% | 1.10% | +1.5% |
| Q4 2021 | $11,440,000 | +6.1% | 40,412 | -1.4% | 1.08% | -3.8% |
| Q3 2021 | $10,780,000 | -0.8% | 40,978 | +1.3% | 1.13% | +1.7% |
| Q2 2021 | $10,871,000 | +37.8% | 40,452 | +33.5% | 1.11% | +24.7% |
| Q1 2021 | $7,890,000 | +14.5% | 30,312 | +1.1% | 0.89% | +10.4% |
| Q4 2020 | $6,888,000 | +24.6% | 29,968 | +0.5% | 0.80% | +8.4% |
| Q3 2020 | $5,528,000 | -6.9% | 29,831 | -10.7% | 0.74% | -7.4% |
| Q2 2020 | $5,937,000 | +4.3% | 33,388 | -15.6% | 0.80% | -9.6% |
| Q1 2020 | $5,692,000 | -38.3% | 39,566 | -11.7% | 0.89% | -18.0% |
| Q4 2019 | $9,224,000 | +6.0% | 44,815 | -0.5% | 1.08% | +2.9% |
| Q3 2019 | $8,704,000 | -11.2% | 45,041 | -10.7% | 1.05% | -8.8% |
| Q2 2019 | $9,802,000 | -11.2% | 50,459 | -13.4% | 1.15% | -10.7% |
| Q1 2019 | $11,042,000 | +11.8% | 58,300 | -2.0% | 1.29% | +8.6% |
| Q4 2018 | $9,877,000 | +124.7% | 59,477 | +172.4% | 1.19% | +131.1% |
| Q3 2018 | $4,395,000 | +31.5% | 21,835 | +27.3% | 0.51% | +25.4% |
| Q2 2018 | $3,342,000 | +11.1% | 17,157 | +7.0% | 0.41% | +9.0% |
| Q1 2018 | $3,007,000 | -1.9% | 16,035 | -0.7% | 0.38% | -2.1% |
| Q4 2017 | $3,065,000 | +3.6% | 16,148 | -2.3% | 0.38% | +2.9% |
| Q3 2017 | $2,958,000 | +3.6% | 16,531 | +0.7% | 0.37% | +1.6% |
| Q2 2017 | $2,855,000 | -0.1% | 16,412 | -1.7% | 0.37% | +1.9% |
| Q1 2017 | $2,859,000 | -3.8% | 16,699 | -7.1% | 0.36% | -12.6% |
| Q4 2016 | $2,973,000 | -2.1% | 17,981 | -8.4% | 0.41% | -1.7% |
| Q3 2016 | $3,036,000 | +2.1% | 19,620 | -1.4% | 0.42% | -0.9% |
| Q2 2016 | $2,973,000 | -14.0% | 19,896 | -17.0% | 0.42% | -11.3% |
| Q1 2016 | $3,457,000 | -6.9% | 23,969 | -10.0% | 0.48% | -7.6% |
| Q4 2015 | $3,713,000 | +71.5% | 26,646 | +68.2% | 0.52% | +49.6% |
| Q3 2015 | $2,165,000 | -3.0% | 15,844 | +6.4% | 0.34% | +8.2% |
| Q2 2015 | $2,233,000 | -4.4% | 14,887 | -3.1% | 0.32% | -2.7% |
| Q1 2015 | $2,335,000 | -12.0% | 15,358 | -16.2% | 0.33% | -15.2% |
| Q4 2014 | $2,653,000 | +26.5% | 18,319 | +19.4% | 0.39% | +8.7% |
| Q3 2014 | $2,097,000 | -6.2% | 15,339 | -1.8% | 0.36% | +2.3% |
| Q2 2014 | $2,236,000 | +5.1% | 15,623 | +0.9% | 0.35% | -0.6% |
| Q1 2014 | $2,128,000 | +14.5% | 15,481 | +11.4% | 0.35% | +18.6% |
| Q4 2013 | $1,859,000 | -1.0% | 13,893 | -11.2% | 0.30% | +70.5% |
| Q3 2013 | $1,877,000 | +115.5% | 15,641 | +107.6% | 0.17% | +5.5% |
| Q2 2013 | $871,000 | – | 7,536 | – | 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% |