ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 634 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,614,660 | +95491.6% | 70,642 | +0.2% | 0.35% | -5.9% |
| Q2 2023 | $18,427 | +6.3% | 70,472 | +1.7% | 0.37% | +0.3% |
| Q1 2023 | $17,340 | -2.7% | 69,316 | -5.9% | 0.37% | -6.5% |
| Q4 2022 | $17,813 | -99.9% | 73,643 | +3.5% | 0.40% | +3.6% |
| Q3 2022 | $15,607,000 | +5.0% | 71,180 | +8.4% | 0.38% | +11.0% |
| Q2 2022 | $14,857,000 | +0.1% | 65,674 | +18.7% | 0.35% | +12.7% |
| Q1 2022 | $14,849,000 | +18.9% | 55,338 | +25.4% | 0.31% | +19.8% |
| Q4 2021 | $12,493,000 | -36.3% | 44,133 | -40.8% | 0.26% | -38.8% |
| Q3 2021 | $19,610,000 | +12.1% | 74,542 | +14.5% | 0.42% | +10.5% |
| Q2 2021 | $17,494,000 | +2.2% | 65,099 | -1.0% | 0.38% | -4.5% |
| Q1 2021 | $17,115,000 | +9.5% | 65,754 | -3.3% | 0.40% | +1.3% |
| Q4 2020 | $15,632,000 | +12.9% | 68,017 | -9.0% | 0.39% | -3.2% |
| Q3 2020 | $13,849,000 | -14.4% | 74,734 | -17.8% | 0.41% | -21.6% |
| Q2 2020 | $16,177,000 | +700.0% | 90,972 | +547.3% | 0.52% | +475.6% |
| Q1 2020 | $2,022,000 | -20.5% | 14,054 | +13.7% | 0.09% | -1.1% |
| Q4 2019 | $2,544,000 | +5.6% | 12,361 | -0.8% | 0.09% | -4.2% |
| Q3 2019 | $2,409,000 | +6.5% | 12,466 | +7.1% | 0.10% | +3.3% |
| Q2 2019 | $2,261,000 | +7.6% | 11,638 | +4.9% | 0.09% | +3.4% |
| Q1 2019 | $2,101,000 | +17.3% | 11,091 | +2.8% | 0.09% | +1.1% |
| Q4 2018 | $1,791,000 | -8.3% | 10,784 | +11.1% | 0.09% | +2.3% |
| Q3 2018 | $1,954,000 | +9.3% | 9,706 | +5.8% | 0.09% | +3.6% |
| Q2 2018 | $1,787,000 | +21.5% | 9,175 | +17.0% | 0.08% | +18.6% |
| Q1 2018 | $1,471,000 | -51.3% | 7,845 | -50.7% | 0.07% | -49.3% |
| Q4 2017 | $3,022,000 | +9.3% | 15,922 | +3.1% | 0.14% | +2.2% |
| Q3 2017 | $2,764,000 | +7.1% | 15,442 | +4.1% | 0.14% | +5.5% |
| Q2 2017 | $2,581,000 | +3.1% | 14,832 | +1.4% | 0.13% | 0.0% |
| Q1 2017 | $2,504,000 | +142.2% | 14,627 | +133.9% | 0.13% | +132.7% |
| Q4 2016 | $1,034,000 | +14.8% | 6,253 | +3.7% | 0.06% | +1.9% |
| Q2 2016 | $901,000 | -14.8% | 6,029 | -17.9% | 0.05% | -18.2% |
| Q1 2016 | $1,058,000 | -12.4% | 7,341 | -15.3% | 0.07% | -15.4% |
| Q4 2015 | $1,208,000 | +100.7% | 8,670 | +96.7% | 0.08% | +90.2% |
| Q3 2015 | $602,000 | -12.0% | 4,408 | -3.4% | 0.04% | -6.8% |
| Q2 2015 | $684,000 | -10.5% | 4,563 | -9.2% | 0.04% | -8.3% |
| Q1 2015 | $764,000 | -13.3% | 5,025 | -17.4% | 0.05% | -14.3% |
| Q4 2014 | $881,000 | +2.0% | 6,085 | -3.7% | 0.06% | -8.2% |
| Q3 2014 | $864,000 | -7.3% | 6,320 | -3.0% | 0.06% | -6.2% |
| Q2 2014 | $932,000 | -24.7% | 6,513 | -27.6% | 0.06% | -27.0% |
| Q1 2014 | $1,237,000 | -2.7% | 8,998 | -5.3% | 0.09% | -6.3% |
| Q4 2013 | $1,271,000 | +16.9% | 9,499 | +8.5% | 0.10% | +5.6% |
| Q3 2013 | $1,087,000 | +7.7% | 8,754 | +0.2% | 0.09% | +7.1% |
| Q2 2013 | $1,009,000 | – | 8,734 | – | 0.08% | – |
Download | ||||||
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% |