ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,583,851 | -3.7% | 58,487 | +1.0% | 0.48% | -0.8% |
| Q2 2023 | $15,142,465 | +1.4% | 57,911 | -3.0% | 0.48% | -4.2% |
| Q1 2023 | $14,934,849 | +2.7% | 59,701 | -0.7% | 0.50% | -5.8% |
| Q4 2022 | $14,537,597 | -48.8% | 60,100 | -52.1% | 0.53% | -7.8% |
| Q2 2022 | $28,382,000 | +87.9% | 125,454 | +122.9% | 0.58% | +11.0% |
| Q1 2022 | $15,101,000 | -8.2% | 56,274 | -3.2% | 0.52% | +0.6% |
| Q4 2021 | $16,455,000 | -3.6% | 58,127 | -19.8% | 0.52% | -37.5% |
| Q3 2021 | $17,061,000 | +7.0% | 72,514 | +22.2% | 0.83% | +28.8% |
| Q2 2021 | $15,951,000 | +156.3% | 59,358 | +148.3% | 0.64% | +76.4% |
| Q1 2021 | $6,223,000 | +11.8% | 23,910 | -1.3% | 0.36% | +8.3% |
| Q4 2020 | $5,568,000 | +16.0% | 24,225 | -6.5% | 0.34% | -16.0% |
| Q3 2020 | $4,802,000 | -0.8% | 25,914 | -4.9% | 0.40% | -8.0% |
| Q2 2020 | $4,843,000 | +9.7% | 27,236 | -11.3% | 0.44% | -9.9% |
| Q1 2020 | $4,416,000 | -52.7% | 30,695 | -32.4% | 0.48% | -36.9% |
| Q4 2019 | $9,341,000 | -46.4% | 45,384 | -49.7% | 0.77% | -47.9% |
| Q3 2019 | $17,442,000 | +7.8% | 90,264 | +8.4% | 1.47% | +9.1% |
| Q2 2019 | $16,182,000 | -17.9% | 83,300 | -19.9% | 1.35% | -21.8% |
| Q1 2019 | $19,700,000 | +16.5% | 104,011 | +2.1% | 1.72% | +4.9% |
| Q4 2018 | $16,912,000 | -35.4% | 101,840 | -21.7% | 1.64% | -30.8% |
| Q3 2018 | $26,177,000 | +3.0% | 130,045 | -0.3% | 2.37% | -7.6% |
| Q2 2018 | $25,403,000 | +8.9% | 130,419 | +4.8% | 2.57% | +1.8% |
| Q1 2018 | $23,337,000 | +13.3% | 124,418 | +14.6% | 2.52% | +12.8% |
| Q4 2017 | $20,599,000 | +10.2% | 108,543 | +3.9% | 2.24% | +2.8% |
| Q3 2017 | $18,693,000 | +67.4% | 104,486 | +62.8% | 2.17% | +50.9% |
| Q2 2017 | $11,168,000 | +12.6% | 64,200 | +10.8% | 1.44% | +5.1% |
| Q1 2017 | $9,922,000 | +346.7% | 57,947 | +331.3% | 1.37% | +279.8% |
| Q4 2016 | $2,221,000 | +6.9% | 13,434 | +0.1% | 0.36% | -1.9% |
| Q3 2016 | $2,077,000 | +7.4% | 13,427 | +3.8% | 0.37% | +7.6% |
| Q2 2016 | $1,933,000 | -2.4% | 12,941 | -5.8% | 0.34% | -5.3% |
| Q1 2016 | $1,981,000 | +33.8% | 13,742 | +29.3% | 0.36% | +12.1% |
| Q4 2015 | $1,481,000 | -46.0% | 10,632 | -47.0% | 0.32% | -56.1% |
| Q3 2015 | $2,743,000 | +68.1% | 20,077 | +84.5% | 0.73% | +71.7% |
| Q2 2015 | $1,632,000 | -1.3% | 10,882 | 0.0% | 0.43% | -6.4% |
| Q1 2015 | $1,654,000 | +15.8% | 10,882 | +10.4% | 0.46% | +14.9% |
| Q4 2014 | $1,428,000 | -4.7% | 9,859 | -10.0% | 0.40% | -6.8% |
| Q3 2014 | $1,498,000 | -10.4% | 10,954 | -6.2% | 0.43% | -13.1% |
| Q2 2014 | $1,671,000 | +5.7% | 11,679 | +1.6% | 0.49% | -4.3% |
| Q1 2014 | $1,581,000 | +4.9% | 11,499 | +2.1% | 0.51% | +5.3% |
| Q4 2013 | $1,507,000 | -5.5% | 11,262 | -12.3% | 0.49% | -7.4% |
| Q3 2013 | $1,594,000 | -5.2% | 12,841 | -11.8% | 0.52% | -7.7% |
| Q2 2013 | $1,682,000 | – | 14,567 | – | 0.57% | – |
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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% |