ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $662,111 | +10.2% | 2,389 | -0.9% | 0.05% | 0.0% |
| Q3 2023 | $600,934 | -5.6% | 2,410 | -1.0% | 0.05% | 0.0% |
| Q2 2023 | $636,704 | +4.5% | 2,435 | 0.0% | 0.05% | -1.9% |
| Q1 2023 | $609,140 | +3.4% | 2,435 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $589,002 | +6.9% | 2,435 | -3.2% | 0.05% | -30.3% |
| Q3 2022 | $551,000 | -2.3% | 2,515 | +0.8% | 0.08% | +4.1% |
| Q2 2022 | $564,000 | -15.8% | 2,495 | 0.0% | 0.07% | +2.8% |
| Q1 2022 | $670,000 | +21.8% | 2,495 | +28.4% | 0.07% | +29.1% |
| Q4 2021 | $550,000 | +7.6% | 1,943 | 0.0% | 0.06% | -3.5% |
| Q3 2021 | $511,000 | -5.5% | 1,943 | -3.4% | 0.06% | -3.4% |
| Q2 2021 | $541,000 | +3.2% | 2,012 | 0.0% | 0.06% | -4.8% |
| Q1 2021 | $524,000 | +20.7% | 2,012 | +6.5% | 0.06% | +12.7% |
| Q4 2020 | $434,000 | +24.0% | 1,890 | 0.0% | 0.06% | +14.6% |
| Q3 2020 | $350,000 | +4.2% | 1,890 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $336,000 | +20.0% | 1,890 | -2.8% | 0.05% | 0.0% |
| Q1 2020 | $280,000 | -30.0% | 1,945 | 0.0% | 0.05% | -12.5% |
| Q4 2019 | $400,000 | +8.7% | 1,945 | +2.1% | 0.06% | +1.8% |
| Q3 2019 | $368,000 | -7.5% | 1,905 | -7.0% | 0.06% | -6.8% |
| Q2 2019 | $398,000 | -20.2% | 2,048 | -22.3% | 0.06% | -20.3% |
| Q1 2019 | $499,000 | -1.8% | 2,636 | -13.9% | 0.07% | -12.9% |
| Q4 2018 | $508,000 | +2573.7% | 3,060 | +2960.0% | 0.08% | +2733.3% |
| Q2 2018 | $19,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $19,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | +5.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $18,000 | -53.8% | 100 | -55.6% | 0.00% | -50.0% |
| Q2 2017 | $39,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $39,000 | -40.9% | 225 | -43.8% | 0.01% | -50.0% |
| Q4 2016 | $66,000 | +6.5% | 400 | 0.0% | 0.01% | +9.1% |
| Q3 2016 | $62,000 | +3.3% | 400 | 0.0% | 0.01% | -8.3% |
| Q2 2016 | $60,000 | -3.2% | 400 | -7.4% | 0.01% | +9.1% |
| Q1 2016 | $62,000 | – | 432 | – | 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% |