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 | $2,944 | -80.3% | 11,807 | -79.4% | 0.03% | -69.9% |
Q2 2023 | $14,975 | +663.3% | 57,270 | +630.4% | 0.11% | +391.3% |
Q1 2023 | $1,962 | +150.6% | 7,841 | +142.2% | 0.02% | +130.0% |
Q4 2022 | $783 | -99.9% | 3,238 | +1.4% | 0.01% | +11.1% |
Q3 2022 | $700,000 | -38.0% | 3,192 | -36.0% | 0.01% | -25.0% |
Q2 2022 | $1,129,000 | +31.3% | 4,990 | +55.7% | 0.01% | +100.0% |
Q1 2022 | $860,000 | -33.8% | 3,204 | -30.2% | 0.01% | -14.3% |
Q4 2021 | $1,300,000 | +6.2% | 4,593 | -1.2% | 0.01% | +16.7% |
Q3 2021 | $1,224,000 | -8.4% | 4,651 | -6.5% | 0.01% | 0.0% |
Q2 2021 | $1,336,000 | +15.2% | 4,972 | +11.6% | 0.01% | 0.0% |
Q1 2021 | $1,160,000 | +146.8% | 4,457 | +117.8% | 0.01% | +100.0% |
Q4 2020 | $470,000 | +2.2% | 2,046 | -17.6% | 0.00% | 0.0% |
Q3 2020 | $460,000 | -11.4% | 2,482 | -15.0% | 0.00% | -25.0% |
Q2 2020 | $519,000 | -8.5% | 2,921 | -25.9% | 0.00% | -20.0% |
Q1 2020 | $567,000 | +137.2% | 3,942 | +220.5% | 0.01% | +150.0% |
Q2 2019 | $239,000 | -92.9% | 1,230 | -93.9% | 0.00% | -93.1% |
Q4 2018 | $3,353,000 | +1610.7% | 20,190 | +1972.9% | 0.03% | +2800.0% |
Q3 2018 | $196,000 | -92.6% | 974 | -93.1% | 0.00% | -95.2% |
Q1 2018 | $2,646,000 | -36.3% | 14,105 | -40.9% | 0.02% | -43.2% |
Q2 2017 | $4,153,000 | -30.6% | 23,876 | -31.7% | 0.04% | -30.2% |
Q1 2017 | $5,984,000 | +3000.5% | 34,951 | +2897.5% | 0.05% | +2550.0% |
Q4 2016 | $193,000 | -89.4% | 1,166 | -90.0% | 0.00% | -89.5% |
Q3 2016 | $1,813,000 | -70.6% | 11,717 | -71.6% | 0.02% | -56.8% |
Q2 2016 | $6,159,000 | +152.6% | 41,228 | +143.8% | 0.04% | +144.4% |
Q1 2016 | $2,438,000 | +650.2% | 16,909 | +610.5% | 0.02% | +800.0% |
Q3 2015 | $325,000 | -92.8% | 2,380 | -92.8% | 0.00% | -92.6% |
Q3 2014 | $4,533,000 | +4.0% | 33,150 | -5.5% | 0.03% | +50.0% |
Q3 2013 | $4,357,000 | -64.3% | 35,096 | -66.8% | 0.02% | -70.0% |
Q2 2013 | $12,220,000 | – | 105,803 | – | 0.06% | – |
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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% |