ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,500 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $470,793 | +64.9% | 8,045 | +602.6% | 0.12% | +27.4% |
| Q3 2023 | $285,505 | -4.6% | 1,145 | 0.0% | 0.10% | -2.1% |
| Q2 2023 | $299,394 | +2.2% | 1,145 | -2.2% | 0.10% | -8.5% |
| Q1 2023 | $292,937 | +5.8% | 1,171 | +2.3% | 0.11% | +2.9% |
| Q4 2022 | $276,964 | -32.1% | 1,145 | -38.5% | 0.10% | -39.8% |
| Q3 2022 | $408,000 | -4.2% | 1,862 | -1.1% | 0.17% | +7.5% |
| Q2 2022 | $426,000 | -15.6% | 1,882 | 0.0% | 0.16% | -1.9% |
| Q1 2022 | $505,000 | -15.3% | 1,882 | -10.6% | 0.16% | -15.6% |
| Q4 2021 | $596,000 | -1.0% | 2,105 | -8.1% | 0.19% | -11.5% |
| Q3 2021 | $602,000 | -2.1% | 2,290 | 0.0% | 0.22% | +0.5% |
| Q2 2021 | $615,000 | -3.6% | 2,290 | -6.5% | 0.22% | -13.9% |
| Q1 2021 | $638,000 | +3.7% | 2,450 | -8.4% | 0.25% | -6.0% |
| Q4 2020 | $615,000 | -36.6% | 2,676 | -48.9% | 0.27% | -41.1% |
| Q3 2020 | $970,000 | +4.2% | 5,236 | 0.0% | 0.45% | +3.0% |
| Q2 2020 | $931,000 | +31.1% | 5,236 | +6.2% | 0.44% | +2.8% |
| Q1 2020 | $710,000 | -16.2% | 4,932 | +19.9% | 0.43% | -6.1% |
| Q4 2019 | $847,000 | +11.6% | 4,115 | +4.7% | 0.46% | +1.1% |
| Q3 2019 | $759,000 | +23.6% | 3,930 | +24.4% | 0.45% | +20.3% |
| Q2 2019 | $614,000 | +2.5% | 3,160 | 0.0% | 0.38% | +0.3% |
| Q1 2019 | $599,000 | +12.0% | 3,160 | -1.9% | 0.37% | -0.3% |
| Q4 2018 | $535,000 | -24.0% | 3,221 | -7.9% | 0.38% | -19.7% |
| Q3 2018 | $704,000 | – | 3,496 | – | 0.47% | – |
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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% |