ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $679,331,348 | -1.3% | 2,724,409 | +3.5% | 0.57% | +0.7% |
| Q2 2023 | $688,202,395 | +7.1% | 2,631,951 | +2.5% | 0.57% | +1.6% |
| Q1 2023 | $642,283,908 | +2.7% | 2,567,493 | -0.7% | 0.56% | -2.8% |
| Q4 2022 | $625,485,028 | +14.1% | 2,585,760 | +3.4% | 0.57% | +3.4% |
| Q3 2022 | $548,230,000 | -0.5% | 2,500,309 | +2.7% | 0.56% | +3.0% |
| Q2 2022 | $550,850,000 | -15.7% | 2,434,856 | +0.0% | 0.54% | -2.2% |
| Q1 2022 | $653,218,000 | -2.9% | 2,434,243 | +2.5% | 0.55% | +1.7% |
| Q4 2021 | $672,529,000 | +11.9% | 2,375,713 | +4.0% | 0.54% | +0.4% |
| Q3 2021 | $600,953,000 | -38.1% | 2,284,337 | -36.8% | 0.54% | -38.9% |
| Q2 2021 | $971,436,000 | +5.5% | 3,614,853 | +2.2% | 0.88% | -4.8% |
| Q1 2021 | $920,631,000 | +13.5% | 3,537,041 | +0.2% | 0.93% | +4.4% |
| Q4 2020 | $811,091,000 | +24.1% | 3,529,046 | +0.1% | 0.89% | +8.9% |
| Q3 2020 | $653,613,000 | +5.4% | 3,527,079 | +1.1% | 0.82% | -1.7% |
| Q2 2020 | $620,338,000 | +35.3% | 3,488,545 | +9.5% | 0.83% | +14.1% |
| Q1 2020 | $458,323,000 | -23.2% | 3,185,863 | +9.8% | 0.73% | -4.0% |
| Q4 2019 | $597,044,000 | +9.7% | 2,900,745 | +3.0% | 0.76% | -0.1% |
| Q3 2019 | $544,047,000 | +4.4% | 2,815,494 | +5.0% | 0.76% | +1.1% |
| Q2 2019 | $521,083,000 | +7.2% | 2,682,365 | +4.5% | 0.75% | +1.8% |
| Q1 2019 | $486,085,000 | +15.6% | 2,566,401 | +1.4% | 0.74% | +0.8% |
| Q4 2018 | $420,352,000 | -14.6% | 2,531,269 | +3.6% | 0.73% | -3.8% |
| Q3 2018 | $492,049,000 | +10.5% | 2,444,408 | +6.9% | 0.76% | +1.6% |
| Q2 2018 | $445,389,000 | +11.8% | 2,286,550 | +7.6% | 0.75% | +4.8% |
| Q1 2018 | $398,457,000 | +9.3% | 2,124,229 | +10.6% | 0.72% | +6.7% |
| Q4 2017 | $364,673,000 | +12.3% | 1,921,507 | +5.8% | 0.67% | +3.1% |
| Q3 2017 | $324,766,000 | +15.2% | 1,815,312 | +12.0% | 0.65% | +6.7% |
| Q2 2017 | $281,850,000 | +18.9% | 1,620,256 | +17.0% | 0.61% | +10.7% |
| Q1 2017 | $237,031,000 | +647.1% | 1,384,330 | +621.5% | 0.55% | +579.0% |
| Q4 2016 | $31,726,000 | +53.2% | 191,863 | +43.3% | 0.08% | +44.6% |
| Q3 2016 | $20,713,000 | +23.6% | 133,871 | +19.3% | 0.06% | +7.7% |
| Q2 2016 | $16,763,000 | +20.1% | 112,198 | +15.9% | 0.05% | +10.6% |
| Q1 2016 | $13,962,000 | -4.0% | 96,827 | -7.2% | 0.05% | -9.6% |
| Q4 2015 | $14,537,000 | +25.9% | 104,334 | +23.5% | 0.05% | +10.6% |
| Q3 2015 | $11,544,000 | -5.8% | 84,494 | +3.5% | 0.05% | 0.0% |
| Q2 2015 | $12,250,000 | +17.6% | 81,672 | +19.2% | 0.05% | +2.2% |
| Q1 2015 | $10,415,000 | +60.2% | 68,518 | +52.7% | 0.05% | +43.8% |
| Q4 2014 | $6,500,000 | +17.9% | 44,884 | +11.3% | 0.03% | 0.0% |
| Q3 2014 | $5,515,000 | +2.0% | 40,332 | +6.8% | 0.03% | -3.0% |
| Q2 2014 | $5,405,000 | +11.6% | 37,772 | +7.3% | 0.03% | 0.0% |
| Q1 2014 | $4,842,000 | -62.2% | 35,217 | -63.2% | 0.03% | -65.6% |
| Q4 2013 | $12,813,000 | +5.0% | 95,754 | -2.6% | 0.10% | -8.6% |
| Q3 2013 | $12,205,000 | +7.1% | 98,307 | -0.3% | 0.10% | -2.8% |
| Q2 2013 | $11,391,000 | – | 98,619 | – | 0.11% | – |
Download | ||||||
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% |