ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,360,703 | -25.6% | 5,457 | -22.0% | 0.12% | -32.2% |
Q2 2023 | $1,828,530 | +38.1% | 6,993 | +32.2% | 0.17% | +16.8% |
Q1 2023 | $1,323,597 | +2.8% | 5,291 | -0.6% | 0.15% | -0.7% |
Q4 2022 | $1,287,822 | +89.1% | 5,324 | +71.4% | 0.15% | +47.1% |
Q3 2022 | $681,000 | -25.2% | 3,106 | -22.9% | 0.10% | -23.9% |
Q2 2022 | $911,000 | -15.7% | 4,027 | 0.0% | 0.13% | -2.2% |
Q1 2022 | $1,081,000 | -5.2% | 4,027 | 0.0% | 0.14% | +7.0% |
Q4 2021 | $1,140,000 | +51.0% | 4,027 | +40.3% | 0.13% | +33.3% |
Q3 2021 | $755,000 | -17.6% | 2,871 | -15.8% | 0.10% | -22.0% |
Q2 2021 | $916,000 | +2.0% | 3,409 | -1.2% | 0.12% | -1.6% |
Q1 2021 | $898,000 | +18.6% | 3,449 | +4.7% | 0.12% | +13.6% |
Q4 2020 | $757,000 | +0.1% | 3,295 | -19.2% | 0.11% | -9.8% |
Q3 2020 | $756,000 | -6.6% | 4,080 | -10.4% | 0.12% | -10.9% |
Q2 2020 | $809,000 | +23.5% | 4,552 | 0.0% | 0.14% | +4.6% |
Q1 2020 | $655,000 | -30.1% | 4,552 | 0.0% | 0.13% | -49.6% |
Q4 2019 | $937,000 | +7.0% | 4,552 | +0.5% | 0.26% | -6.1% |
Q3 2019 | $876,000 | -0.5% | 4,531 | 0.0% | 0.28% | -4.2% |
Q2 2019 | $880,000 | +2.6% | 4,531 | 0.0% | 0.29% | -5.9% |
Q1 2019 | $858,000 | +62.5% | 4,531 | +42.4% | 0.31% | +78.5% |
Q4 2018 | $528,000 | -17.5% | 3,181 | 0.0% | 0.17% | -42.3% |
Q3 2018 | $640,000 | -8.3% | 3,181 | -11.2% | 0.30% | -17.0% |
Q2 2018 | $698,000 | +3.9% | 3,582 | 0.0% | 0.36% | -6.8% |
Q1 2018 | $672,000 | +12.6% | 3,582 | +13.8% | 0.38% | -5.6% |
Q4 2017 | $597,000 | +93.8% | 3,147 | +82.8% | 0.41% | +93.4% |
Q3 2017 | $308,000 | +53.2% | 1,722 | +49.0% | 0.21% | +37.0% |
Q2 2017 | $201,000 | -1.5% | 1,156 | -3.1% | 0.15% | -13.5% |
Q1 2017 | $204,000 | – | 1,193 | – | 0.18% | – |
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% |