ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,378 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,494 | -77.1% | 70,158 | -75.9% | 0.05% | -77.0% |
Q2 2023 | $76,261 | -25.4% | 291,653 | -28.6% | 0.24% | -33.2% |
Q1 2023 | $102,167 | +17.0% | 408,408 | +13.1% | 0.35% | +6.7% |
Q4 2022 | $87,313 | -99.9% | 360,961 | -1.7% | 0.33% | -3.2% |
Q3 2022 | $80,547,000 | -7.7% | 367,358 | -4.8% | 0.34% | -11.2% |
Q2 2022 | $87,286,000 | +20.7% | 385,830 | +43.2% | 0.38% | +39.1% |
Q1 2022 | $72,303,000 | +97.8% | 269,445 | +108.6% | 0.28% | +97.1% |
Q4 2021 | $36,560,000 | +76.4% | 129,150 | +64.0% | 0.14% | +64.7% |
Q3 2021 | $20,722,000 | +36.9% | 78,769 | +39.8% | 0.08% | +19.7% |
Q2 2021 | $15,140,000 | -9.4% | 56,339 | -12.2% | 0.07% | -18.4% |
Q1 2021 | $16,705,000 | +46.2% | 64,182 | +29.1% | 0.09% | +31.8% |
Q4 2020 | $11,430,000 | +1.8% | 49,734 | -17.9% | 0.07% | -7.0% |
Q3 2020 | $11,231,000 | +15.3% | 60,609 | +10.6% | 0.07% | +9.2% |
Q2 2020 | $9,743,000 | -51.2% | 54,789 | -60.5% | 0.06% | -60.1% |
Q1 2020 | $19,962,000 | +115.3% | 138,757 | +208.1% | 0.16% | +150.8% |
Q4 2019 | $9,270,000 | -4.3% | 45,041 | -10.1% | 0.06% | -15.6% |
Q3 2019 | $9,682,000 | +5.4% | 50,108 | +6.0% | 0.08% | +2.7% |
Q2 2019 | $9,187,000 | +32.9% | 47,292 | +29.5% | 0.08% | +23.0% |
Q1 2019 | $6,914,000 | -73.5% | 36,506 | -76.8% | 0.06% | -52.7% |
Q4 2018 | $26,112,000 | +508.2% | 157,250 | +637.3% | 0.13% | +239.5% |
Q3 2018 | $4,293,000 | -56.2% | 21,328 | -57.7% | 0.04% | -19.1% |
Q2 2018 | $9,812,000 | +72.7% | 50,378 | +66.3% | 0.05% | -16.1% |
Q1 2018 | $5,683,000 | +39.1% | 30,300 | +40.7% | 0.06% | +33.3% |
Q4 2017 | $4,086,000 | -17.4% | 21,532 | -22.1% | 0.04% | -19.2% |
Q3 2017 | $4,947,000 | +30.7% | 27,656 | +27.1% | 0.05% | +26.8% |
Q2 2017 | $3,784,000 | +8.9% | 21,756 | +7.2% | 0.04% | +7.9% |
Q1 2017 | $3,474,000 | +49.2% | 20,291 | +44.1% | 0.04% | +35.7% |
Q4 2016 | $2,328,000 | -9.8% | 14,081 | -15.6% | 0.03% | -15.2% |
Q3 2016 | $2,581,000 | +14.0% | 16,684 | +10.0% | 0.03% | +6.5% |
Q2 2016 | $2,265,000 | -1.6% | 15,164 | -5.0% | 0.03% | -8.8% |
Q1 2016 | $2,301,000 | -39.8% | 15,959 | -41.8% | 0.03% | -46.0% |
Q4 2015 | $3,823,000 | +36.6% | 27,439 | +34.0% | 0.06% | +28.6% |
Q3 2015 | $2,798,000 | +69.4% | 20,482 | +79.5% | 0.05% | +58.1% |
Q4 2014 | $1,652,000 | -50.1% | 11,408 | -52.9% | 0.03% | -53.0% |
Q3 2014 | $3,310,000 | +8.7% | 24,206 | +13.7% | 0.07% | +50.0% |
Q2 2014 | $3,045,000 | +444.7% | 21,281 | +423.5% | 0.04% | +388.9% |
Q1 2014 | $559,000 | -92.6% | 4,065 | -92.8% | 0.01% | -92.7% |
Q4 2013 | $7,577,000 | +2210.1% | 56,624 | +2043.2% | 0.12% | +1966.7% |
Q3 2013 | $328,000 | -4.4% | 2,642 | -10.9% | 0.01% | -14.3% |
Q2 2013 | $343,000 | – | 2,965 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 853,525 | $241,616,000 | 43.44% |
HBC Financial Services, PLLC | 154,207 | $43,652,000 | 27.70% |
Leonard Rickey Investment Advisors P.L.L.C. | 254,516 | $72,048,000 | 26.39% |
LVZ, Inc. | 498,297 | $141,058,000 | 18.86% |
Harbor Group, Inc. | 110,734 | $31,346,000 | 18.67% |
New England Professional Planning Group Inc. | 110,430 | $30,319,000 | 18.49% |
Millburn Ridgefield Corp | 968,792 | $274,246,000 | 17.49% |
Investments & Financial Planning, LLC | 70,663 | $18,897,000 | 16.96% |
CJM Wealth Advisers, Ltd. | 80,136 | $22,685,027 | 16.14% |
Bryant Woods Investment Advisors, LLC | 72,757 | $20,607,000 | 16.08% |