ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,087,475 | -18.2% | 12,342 | -20.9% | 0.10% | +15.1% |
| Q4 2022 | $3,774,000 | -5.8% | 15,602 | -14.6% | 0.09% | -23.2% |
| Q3 2022 | $4,007,000 | -24.7% | 18,274 | -22.3% | 0.11% | -19.4% |
| Q2 2022 | $5,322,000 | -98.4% | 23,532 | -98.1% | 0.14% | -97.8% |
| Q1 2022 | $335,164,000 | -5.3% | 1,249,023 | -0.1% | 6.24% | +4.7% |
| Q4 2021 | $353,928,000 | +4.4% | 1,250,277 | -3.0% | 5.96% | +0.5% |
| Q3 2021 | $339,147,000 | -1.1% | 1,289,191 | +1.0% | 5.93% | -5.8% |
| Q2 2021 | $342,983,000 | +3612.7% | 1,276,259 | +3496.0% | 6.29% | +3646.4% |
| Q1 2021 | $9,238,000 | +28.4% | 35,491 | -0.8% | 0.17% | +37.7% |
| Q4 2020 | $7,194,000 | -58.4% | 35,774 | -61.7% | 0.12% | -63.7% |
| Q3 2020 | $17,309,000 | +140.6% | 93,403 | +161.1% | 0.34% | +121.1% |
| Q2 2020 | $7,194,000 | -89.8% | 35,774 | -90.7% | 0.15% | -83.9% |
| Q1 2020 | $70,766,000 | -7.9% | 386,127 | +3.2% | 0.95% | +8.4% |
| Q4 2019 | $76,851,000 | +14.2% | 374,212 | +7.5% | 0.87% | +3.6% |
| Q3 2019 | $67,276,000 | +3.7% | 348,165 | +4.3% | 0.84% | +424.2% |
| Q2 2019 | $64,859,000 | +5.7% | 333,877 | +3.0% | 0.16% | +1.9% |
| Q1 2019 | $61,386,000 | +19.6% | 324,107 | +4.9% | 0.16% | +6.0% |
| Q4 2018 | $51,310,000 | -70.8% | 308,986 | -64.7% | 0.15% | -66.2% |
| Q3 2018 | $176,017,000 | +3.6% | 874,447 | +0.2% | 0.44% | -2.2% |
| Q2 2018 | $169,909,000 | +6.1% | 872,312 | +2.2% | 0.45% | +4.6% |
| Q1 2018 | $160,111,000 | +28.5% | 853,607 | +30.0% | 0.43% | +26.4% |
| Q4 2017 | $124,566,000 | +153.5% | 656,372 | +86.2% | 0.34% | +94.9% |
| Q4 2015 | $49,145,000 | -38.4% | 352,600 | -39.6% | 0.18% | -41.3% |
| Q3 2015 | $79,766,000 | -30.6% | 583,897 | -23.8% | 0.30% | -25.9% |
| Q2 2015 | $114,944,000 | -19.0% | 766,397 | -17.9% | 0.40% | -19.1% |
| Q1 2015 | $141,827,000 | -17.3% | 933,197 | -21.2% | 0.50% | -17.9% |
| Q4 2014 | $171,559,000 | -21.9% | 1,184,797 | -26.2% | 0.60% | -23.6% |
| Q3 2014 | $219,549,000 | +5.5% | 1,605,597 | +10.4% | 0.79% | +3.7% |
| Q2 2014 | $208,138,000 | +9.4% | 1,454,697 | +5.1% | 0.76% | +3.4% |
| Q1 2014 | $190,209,000 | +2.7% | 1,383,740 | 0.0% | 0.74% | +0.4% |
| Q4 2013 | $185,200,000 | +7.8% | 1,383,740 | -0.0% | 0.74% | +0.3% |
| Q3 2013 | $171,779,000 | -4.9% | 1,383,751 | -11.5% | 0.73% | -12.7% |
| Q2 2013 | $180,613,000 | – | 1,563,752 | – | 0.84% | – |
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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% |