ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,542,236 | -13.7% | 34,258 | -9.5% | 5.58% | -7.9% |
| Q2 2023 | $9,897,020 | +3.7% | 37,850 | -0.8% | 6.06% | -0.7% |
| Q1 2023 | $9,541,346 | +5.0% | 38,141 | +1.6% | 6.10% | +4.2% |
| Q4 2022 | $9,082,729 | +11.2% | 37,549 | +0.8% | 5.85% | +6.9% |
| Q3 2022 | $8,169,000 | -5.1% | 37,258 | -2.0% | 5.47% | +2.9% |
| Q2 2022 | $8,604,000 | -20.6% | 38,033 | -5.8% | 5.32% | -2.2% |
| Q1 2022 | $10,832,000 | -3.9% | 40,368 | +1.4% | 5.44% | -2.2% |
| Q4 2021 | $11,272,000 | +5.6% | 39,820 | -1.8% | 5.56% | -2.2% |
| Q3 2021 | $10,673,000 | -3.1% | 40,570 | -1.0% | 5.68% | -1.8% |
| Q2 2021 | $11,013,000 | +0.8% | 40,980 | -2.4% | 5.78% | -2.4% |
| Q1 2021 | $10,929,000 | +19.6% | 41,988 | +5.6% | 5.93% | +10.2% |
| Q4 2020 | $9,138,000 | +25.6% | 39,760 | +1.3% | 5.38% | +8.9% |
| Q3 2020 | $7,277,000 | +3.6% | 39,267 | -0.6% | 4.94% | -0.3% |
| Q2 2020 | $7,027,000 | +26.5% | 39,517 | +2.3% | 4.96% | +8.3% |
| Q1 2020 | $5,555,000 | -28.2% | 38,612 | +2.7% | 4.58% | -3.8% |
| Q4 2019 | $7,740,000 | +6.7% | 37,607 | +0.2% | 4.76% | +2.0% |
| Q3 2019 | $7,253,000 | -2.6% | 37,535 | -2.0% | 4.66% | -0.8% |
| Q2 2019 | $7,443,000 | -8.2% | 38,315 | -10.5% | 4.70% | -8.3% |
| Q1 2019 | $8,112,000 | +10.1% | 42,831 | -3.5% | 5.13% | +3.5% |
| Q4 2018 | $7,371,000 | -17.0% | 44,389 | +0.6% | 4.96% | -3.4% |
| Q3 2018 | $8,886,000 | -7.2% | 44,143 | -10.2% | 5.13% | -7.9% |
| Q2 2018 | $9,574,000 | -13.8% | 49,151 | -17.0% | 5.57% | -14.7% |
| Q1 2018 | $11,105,000 | -5.0% | 59,202 | -3.9% | 6.53% | -2.4% |
| Q4 2017 | $11,688,000 | -1.5% | 61,587 | -7.2% | 6.70% | +3.2% |
| Q3 2017 | $11,869,000 | +1.4% | 66,346 | -1.4% | 6.49% | -0.8% |
| Q2 2017 | $11,709,000 | +0.9% | 67,314 | -0.6% | 6.54% | +0.3% |
| Q1 2017 | $11,601,000 | +5.5% | 67,754 | +1.9% | 6.53% | +2.8% |
| Q4 2016 | $10,998,000 | +7.6% | 66,518 | +0.7% | 6.35% | +0.4% |
| Q3 2016 | $10,224,000 | +1.8% | 66,087 | -1.7% | 6.32% | +0.2% |
| Q2 2016 | $10,043,000 | -0.3% | 67,227 | -3.8% | 6.31% | -2.1% |
| Q1 2016 | $10,077,000 | -1.5% | 69,881 | -4.9% | 6.44% | +6.1% |
| Q4 2015 | $10,235,000 | – | 73,463 | – | 6.07% | – |
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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% |