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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $204,000 | -23.6% | 760 | -19.4% | 0.04% | -15.9% |
Q4 2021 | $267,000 | -10.1% | 943 | -16.4% | 0.04% | -20.0% |
Q3 2021 | $297,000 | -30.8% | 1,128 | -29.3% | 0.06% | -31.2% |
Q2 2021 | $429,000 | -5.1% | 1,596 | -8.1% | 0.08% | -14.9% |
Q1 2021 | $452,000 | -0.9% | 1,737 | -12.4% | 0.09% | -1.1% |
Q4 2020 | $456,000 | +14.9% | 1,982 | -7.5% | 0.10% | -5.9% |
Q3 2020 | $397,000 | -13.5% | 2,142 | -17.0% | 0.10% | -20.5% |
Q2 2020 | $459,000 | +23.1% | 2,581 | -0.5% | 0.13% | -3.1% |
Q1 2020 | $373,000 | -82.4% | 2,593 | -74.8% | 0.13% | -78.6% |
Q4 2019 | $2,120,000 | +6.2% | 10,298 | -0.3% | 0.61% | -9.7% |
Q3 2019 | $1,997,000 | -7.2% | 10,333 | -6.7% | 0.68% | -6.6% |
Q2 2019 | $2,152,000 | -38.6% | 11,076 | -40.1% | 0.73% | -39.3% |
Q1 2019 | $3,503,000 | +8.2% | 18,493 | -5.1% | 1.20% | -3.2% |
Q4 2018 | $3,237,000 | -17.7% | 19,494 | -0.2% | 1.24% | +0.9% |
Q3 2018 | $3,932,000 | -5.2% | 19,534 | -8.3% | 1.22% | -14.5% |
Q2 2018 | $4,148,000 | -1.9% | 21,294 | -5.5% | 1.43% | -9.8% |
Q1 2018 | $4,227,000 | -50.4% | 22,538 | -49.8% | 1.59% | -51.8% |
Q4 2017 | $8,517,000 | -16.5% | 44,878 | -21.3% | 3.30% | -25.8% |
Q3 2017 | $10,203,000 | +1.1% | 57,033 | -1.7% | 4.44% | -6.0% |
Q2 2017 | $10,093,000 | +3.9% | 58,024 | +2.3% | 4.72% | +5.0% |
Q1 2017 | $9,712,000 | -10.4% | 56,725 | -13.5% | 4.50% | -23.0% |
Q4 2016 | $10,843,000 | +3117.5% | 65,579 | +2912.4% | 5.84% | +2408.2% |
Q3 2016 | $337,000 | +59.0% | 2,177 | +53.5% | 0.23% | +24.6% |
Q2 2016 | $212,000 | +3.9% | 1,418 | 0.0% | 0.19% | -2.1% |
Q1 2016 | $204,000 | -19.4% | 1,418 | -22.0% | 0.19% | -2.6% |
Q4 2015 | $253,000 | -0.4% | 1,819 | -2.2% | 0.20% | 0.0% |
Q3 2015 | $254,000 | -92.9% | 1,860 | -92.2% | 0.20% | -90.9% |
Q2 2015 | $3,599,000 | -6.4% | 23,994 | -5.2% | 2.16% | -0.9% |
Q1 2015 | $3,845,000 | -29.0% | 25,302 | -32.4% | 2.18% | -23.6% |
Q4 2014 | $5,417,000 | +28.5% | 37,409 | +21.3% | 2.86% | +13.8% |
Q3 2014 | $4,216,000 | +324.1% | 30,832 | +343.9% | 2.51% | +374.3% |
Q2 2014 | $994,000 | -92.0% | 6,945 | -92.5% | 0.53% | -83.1% |
Q1 2014 | $12,482,000 | +101.3% | 92,032 | +98.6% | 3.14% | +5.6% |
Q4 2013 | $6,202,000 | +12.9% | 46,351 | +4.7% | 2.97% | -3.1% |
Q3 2013 | $5,495,000 | +744.1% | 44,263 | +685.1% | 3.07% | +640.8% |
Q2 2013 | $651,000 | – | 5,638 | – | 0.41% | – |
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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% |