ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,623,687 | -8.3% | 6,512 | -3.9% | 0.85% | -7.5% |
| Q2 2023 | $1,771,443 | +4.6% | 6,775 | +0.1% | 0.92% | +3.9% |
| Q1 2023 | $1,692,922 | +3.6% | 6,767 | +0.1% | 0.89% | +2.8% |
| Q4 2022 | $1,634,636 | +0.6% | 6,758 | -8.8% | 0.86% | +78.5% |
| Q3 2022 | $1,625,000 | +7.3% | 7,409 | +10.7% | 0.48% | -34.6% |
| Q2 2022 | $1,515,000 | -10.4% | 6,695 | +6.3% | 0.74% | +3.5% |
| Q1 2022 | $1,690,000 | -5.1% | 6,299 | +0.1% | 0.72% | -1.7% |
| Q4 2021 | $1,781,000 | +7.7% | 6,292 | +0.1% | 0.73% | -3.2% |
| Q3 2021 | $1,653,000 | -26.4% | 6,283 | -24.8% | 0.75% | -26.7% |
| Q2 2021 | $2,245,000 | -11.8% | 8,355 | -14.5% | 1.02% | -17.1% |
| Q1 2021 | $2,544,000 | +13.4% | 9,775 | +0.1% | 1.24% | +3.6% |
| Q4 2020 | $2,244,000 | +24.0% | 9,765 | -0.1% | 1.19% | +10.5% |
| Q3 2020 | $1,810,000 | +4.6% | 9,770 | +0.3% | 1.08% | +6.2% |
| Q2 2020 | $1,731,000 | +24.7% | 9,737 | +0.9% | 1.02% | +1.7% |
| Q1 2020 | $1,388,000 | -65.2% | 9,649 | -50.2% | 1.00% | -62.8% |
| Q4 2019 | $3,991,000 | +9.2% | 19,391 | +2.5% | 2.69% | +0.9% |
| Q3 2019 | $3,654,000 | +23.9% | 18,911 | +24.6% | 2.67% | +26.1% |
| Q2 2019 | $2,949,000 | +1.8% | 15,180 | -0.7% | 2.11% | +1.0% |
| Q1 2019 | $2,896,000 | +11.4% | 15,288 | -2.4% | 2.09% | -4.6% |
| Q4 2018 | $2,600,000 | +62.6% | 15,660 | -14.6% | 2.19% | +147.1% |
| Q3 2018 | $1,599,000 | -53.1% | 18,328 | +4.7% | 0.89% | -64.9% |
| Q2 2018 | $3,410,000 | +2.9% | 17,506 | -0.9% | 2.53% | +2.6% |
| Q1 2018 | $3,313,000 | -3.2% | 17,662 | -2.0% | 2.47% | -2.7% |
| Q4 2017 | $3,422,000 | +6.7% | 18,030 | +0.6% | 2.54% | -7.6% |
| Q3 2017 | $3,208,000 | -7.7% | 17,931 | -10.3% | 2.75% | -13.1% |
| Q2 2017 | $3,476,000 | +13.7% | 19,982 | +11.9% | 3.16% | +7.3% |
| Q1 2017 | $3,058,000 | +4.1% | 17,861 | +0.5% | 2.94% | +2.5% |
| Q4 2016 | $2,938,000 | -0.7% | 17,768 | -7.1% | 2.87% | +71.4% |
| Q3 2016 | $2,959,000 | +2.6% | 19,127 | -0.9% | 1.68% | -41.7% |
| Q2 2016 | $2,883,000 | +5.3% | 19,296 | -1.9% | 2.87% | +60.9% |
| Q1 2016 | $2,739,000 | +2.5% | 19,662 | +2.5% | 1.78% | -44.5% |
| Q4 2015 | $2,673,000 | +3.2% | 19,190 | +1.4% | 3.22% | -5.0% |
| Q3 2015 | $2,589,000 | -7.4% | 18,933 | +1.5% | 3.39% | +0.6% |
| Q2 2015 | $2,796,000 | -7.4% | 18,648 | -6.2% | 3.37% | +1.4% |
| Q1 2015 | $3,021,000 | +0.6% | 19,874 | -4.2% | 3.32% | -4.0% |
| Q4 2014 | $3,004,000 | – | 20,749 | – | 3.46% | – |
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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% |