ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,780,536 | -48.1% | 19,172 | -45.6% | 0.01% | -40.0% |
| Q2 2023 | $9,219,000 | +108155.0% | 35,257 | +3.6% | 0.01% | -9.1% |
| Q1 2023 | $8,516 | -5.5% | 34,043 | -8.6% | 0.01% | -8.3% |
| Q4 2022 | $9,009 | -99.9% | 37,244 | -36.1% | 0.01% | -36.8% |
| Q3 2022 | $12,778,000 | +76.1% | 58,277 | +81.7% | 0.02% | +72.7% |
| Q2 2022 | $7,256,000 | -57.7% | 32,074 | -49.8% | 0.01% | -50.0% |
| Q1 2022 | $17,134,000 | -2.3% | 63,850 | +3.1% | 0.02% | +4.8% |
| Q4 2021 | $17,537,000 | +208.7% | 61,950 | +186.9% | 0.02% | +162.5% |
| Q3 2021 | $5,681,000 | -14.7% | 21,596 | -12.9% | 0.01% | -11.1% |
| Q2 2021 | $6,663,000 | -32.7% | 24,793 | -34.9% | 0.01% | -30.8% |
| Q1 2021 | $9,907,000 | -31.6% | 38,061 | -39.6% | 0.01% | -35.0% |
| Q4 2020 | $14,477,000 | +28.4% | 62,989 | +3.5% | 0.02% | +11.1% |
| Q3 2020 | $11,273,000 | +126.8% | 60,832 | +117.6% | 0.02% | +125.0% |
| Q2 2020 | $4,970,000 | -67.3% | 27,952 | -73.6% | 0.01% | -75.0% |
| Q1 2020 | $15,222,000 | -35.1% | 105,812 | -7.2% | 0.03% | -17.9% |
| Q4 2019 | $23,466,000 | +120.0% | 114,013 | +106.5% | 0.04% | +105.3% |
| Q3 2019 | $10,668,000 | +38.0% | 55,210 | +38.7% | 0.02% | +26.7% |
| Q2 2019 | $7,731,000 | -52.1% | 39,796 | -53.3% | 0.02% | -51.6% |
| Q1 2019 | $16,131,000 | +427.7% | 85,167 | +362.6% | 0.03% | +342.9% |
| Q4 2018 | $3,057,000 | -60.6% | 18,412 | -52.3% | 0.01% | -53.3% |
| Q3 2018 | $7,766,000 | -13.7% | 38,583 | -16.5% | 0.02% | -16.7% |
| Q2 2018 | $9,000,000 | +115.2% | 46,206 | +107.2% | 0.02% | +100.0% |
| Q1 2018 | $4,183,000 | – | 22,302 | – | 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% |