ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,750 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $168,635,988 | -1.1% | 2,881,681 | +2.6% | 0.70% | -4.5% |
Q1 2024 | $170,546,121 | +10.1% | 2,807,806 | +402.2% | 0.74% | +2.9% |
Q4 2023 | $154,958,665 | +11.9% | 559,115 | +0.7% | 0.71% | -1.0% |
Q3 2023 | $138,442,019 | +217476.9% | 555,212 | +123.9% | 0.72% | +45.7% |
Q4 2022 | $63,629 | -99.9% | 248,017 | -0.5% | 0.50% | +1.6% |
Q3 2022 | $57,781,000 | +1.6% | 249,219 | +3.8% | 0.49% | +4.3% |
Q2 2022 | $56,856,000 | -13.6% | 240,030 | -1.8% | 0.47% | -2.3% |
Q1 2022 | $65,810,000 | +5.8% | 244,310 | +1.6% | 0.48% | +4.4% |
Q4 2021 | $62,206,000 | -6.7% | 240,534 | +0.5% | 0.46% | +13.9% |
Q3 2021 | $66,689,000 | +3.9% | 239,226 | -1.6% | 0.40% | +5.0% |
Q2 2021 | $64,166,000 | -8.1% | 243,014 | -4.6% | 0.38% | -7.9% |
Q1 2021 | $69,807,000 | +11.8% | 254,854 | +0.2% | 0.42% | +5.1% |
Q4 2020 | $62,413,000 | +19.8% | 254,230 | -1.9% | 0.40% | +4.8% |
Q3 2020 | $52,083,000 | +7.0% | 259,095 | -1.1% | 0.38% | +0.8% |
Q2 2020 | $48,653,000 | +4.3% | 262,009 | -13.2% | 0.38% | -12.4% |
Q1 2020 | $46,662,000 | -34.8% | 301,992 | -13.6% | 0.43% | -21.0% |
Q4 2019 | $71,528,000 | +0.1% | 349,686 | -4.7% | 0.54% | -4.1% |
Q3 2019 | $71,443,000 | -5.0% | 367,113 | -5.6% | 0.56% | -6.1% |
Q2 2019 | $75,218,000 | -7.7% | 388,983 | -7.2% | 0.60% | -8.8% |
Q1 2019 | $81,462,000 | +15.5% | 419,325 | +7.9% | 0.66% | +10.2% |
Q4 2018 | $70,508,000 | -4.5% | 388,600 | -3.2% | 0.60% | +0.5% |
Q3 2018 | $73,865,000 | -10.2% | 401,594 | -2.8% | 0.60% | +3.7% |
Q2 2018 | $82,255,000 | -1.6% | 413,136 | -5.6% | 0.58% | -3.7% |
Q1 2018 | $83,631,000 | -3.9% | 437,765 | -0.1% | 0.60% | +2.9% |
Q4 2017 | $87,012,000 | +4.1% | 438,331 | -4.6% | 0.58% | -4.1% |
Q3 2017 | $83,621,000 | +0.4% | 459,355 | -2.3% | 0.60% | -2.9% |
Q2 2017 | $83,266,000 | +0.4% | 470,009 | -1.2% | 0.62% | -1.0% |
Q1 2017 | $82,930,000 | +8.1% | 475,704 | +4.2% | 0.63% | +3.6% |
Q4 2016 | $76,716,000 | -0.4% | 456,320 | -8.9% | 0.61% | -8.0% |
Q3 2016 | $77,050,000 | +13.4% | 500,686 | +14.9% | 0.66% | +12.4% |
Q2 2016 | $67,953,000 | +23.2% | 435,649 | +15.5% | 0.59% | +19.1% |
Q1 2016 | $55,164,000 | +12.9% | 377,209 | +0.7% | 0.49% | +2.7% |
Q4 2015 | $48,872,000 | -6.8% | 374,584 | -2.4% | 0.48% | -3.4% |
Q3 2015 | $52,429,000 | -55.7% | 383,779 | -51.3% | 0.50% | -2.2% |
Q2 2015 | $118,222,000 | +104.5% | 788,260 | +107.2% | 0.51% | +3.7% |
Q1 2015 | $57,815,000 | -41.5% | 380,416 | -44.3% | 0.49% | +14.8% |
Q4 2014 | $98,838,000 | +113.2% | 682,572 | +101.3% | 0.43% | +4.4% |
Q3 2014 | $46,365,000 | -7.1% | 339,079 | -2.8% | 0.41% | -3.5% |
Q2 2014 | $49,899,000 | +5.2% | 348,751 | +1.1% | 0.42% | +16.8% |
Q1 2014 | $47,417,000 | +5.0% | 344,923 | +2.2% | 0.36% | +3.7% |
Q4 2013 | $45,175,000 | -13.2% | 337,605 | -19.5% | 0.35% | -3.3% |
Q3 2013 | $52,036,000 | +5.7% | 419,168 | -1.6% | 0.36% | -9.7% |
Q2 2013 | $49,214,000 | – | 426,095 | – | 0.40% | – |
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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% |