ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $315,081,633 | +5.9% | 1,204,993 | +1.4% | 4.88% | -0.1% |
| Q1 2023 | $297,403,925 | +5.3% | 1,188,855 | +1.8% | 4.88% | +1.1% |
| Q4 2022 | $282,368,381 | +10.5% | 1,167,342 | +0.2% | 4.83% | -2.7% |
| Q3 2022 | $255,427,000 | -4.3% | 1,164,948 | -1.2% | 4.96% | +3.1% |
| Q2 2022 | $266,798,000 | -16.9% | 1,179,323 | -1.5% | 4.81% | -2.5% |
| Q1 2022 | $321,237,000 | -2.2% | 1,197,126 | +3.2% | 4.93% | +1.4% |
| Q4 2021 | $328,333,000 | +8.6% | 1,159,861 | +0.9% | 4.86% | -0.1% |
| Q3 2021 | $302,303,000 | +0.8% | 1,149,134 | +3.0% | 4.87% | +1.4% |
| Q2 2021 | $299,909,000 | +4.8% | 1,116,025 | +1.5% | 4.80% | -1.4% |
| Q1 2021 | $286,111,000 | +16.4% | 1,099,244 | +2.8% | 4.87% | +7.9% |
| Q4 2020 | $245,781,000 | +21.6% | 1,069,405 | -2.0% | 4.51% | +11.3% |
| Q3 2020 | $202,186,000 | +5.7% | 1,091,070 | +1.4% | 4.05% | -2.0% |
| Q2 2020 | $191,333,000 | +14.2% | 1,075,991 | -7.6% | 4.14% | +1.8% |
| Q1 2020 | $167,595,000 | -17.4% | 1,164,985 | +18.2% | 4.06% | +8.8% |
| Q4 2019 | $202,911,000 | +10.0% | 985,866 | +3.2% | 3.74% | +3.5% |
| Q3 2019 | $184,537,000 | +3.8% | 955,014 | +4.4% | 3.61% | +2.2% |
| Q2 2019 | $177,718,000 | +8.1% | 914,846 | +5.4% | 3.53% | +6.9% |
| Q1 2019 | $164,365,000 | +17.2% | 867,820 | +2.7% | 3.30% | +3.3% |
| Q4 2018 | $140,282,000 | -41.6% | 844,766 | -29.2% | 3.20% | -33.7% |
| Q3 2018 | $240,017,000 | +4.5% | 1,192,394 | +1.1% | 4.83% | -0.2% |
| Q2 2018 | $229,713,000 | +7.1% | 1,179,348 | +3.2% | 4.84% | +4.8% |
| Q1 2018 | $214,435,000 | +2.7% | 1,143,224 | +3.9% | 4.62% | +10.0% |
| Q4 2017 | $208,831,000 | +59.1% | 1,100,385 | +49.9% | 4.20% | +51.8% |
| Q3 2017 | $131,296,000 | +2.3% | 733,905 | -0.5% | 2.76% | -5.6% |
| Q2 2017 | $128,326,000 | +2.3% | 737,721 | +0.7% | 2.93% | -2.0% |
| Q1 2017 | $125,467,000 | +5.7% | 732,783 | +2.1% | 2.99% | +3.1% |
| Q4 2016 | $118,653,000 | +15.5% | 717,631 | +8.1% | 2.90% | +12.6% |
| Q3 2016 | $102,697,000 | +3.6% | 663,806 | +0.0% | 2.57% | +1.9% |
| Q2 2016 | $99,156,000 | +1.0% | 663,740 | -2.6% | 2.52% | -1.7% |
| Q1 2016 | $98,213,000 | +7.1% | 681,135 | +3.5% | 2.57% | +2.3% |
| Q4 2015 | $91,667,000 | +4.4% | 657,962 | +2.4% | 2.51% | -2.5% |
| Q3 2015 | $87,788,000 | -5.1% | 642,620 | +4.2% | 2.57% | +2.6% |
| Q2 2015 | $92,490,000 | -2.8% | 616,683 | -1.5% | 2.51% | +26.2% |
| Q1 2015 | $95,189,000 | +6.0% | 626,325 | +1.0% | 1.99% | +6.7% |
| Q4 2014 | $89,816,000 | +6.5% | 620,278 | +0.5% | 1.86% | +4.0% |
| Q3 2014 | $84,367,000 | -5.2% | 616,991 | -0.8% | 1.79% | -3.7% |
| Q2 2014 | $89,028,000 | +5.4% | 622,227 | +1.3% | 1.86% | +1.6% |
| Q1 2014 | $84,477,000 | +2.2% | 614,510 | -0.5% | 1.83% | +1.2% |
| Q4 2013 | $82,635,000 | +3.3% | 617,556 | -4.1% | 1.81% | -3.4% |
| Q3 2013 | $79,966,000 | +10.7% | 644,158 | +3.0% | 1.87% | +7.7% |
| Q2 2013 | $72,264,000 | +8.6% | 625,659 | +8.2% | 1.74% | +4.4% |
| Q1 2013 | $66,545,000 | +15.6% | 578,298 | +2.2% | 1.66% | +1.7% |
| Q4 2012 | $57,560,000 | – | 565,975 | – | 1.64% | – |
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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% |