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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $765,504 | -10.8% | 3,070 | -6.4% | 0.01% | 0.0% |
| Q2 2023 | $857,915 | -68.4% | 3,281 | -69.7% | 0.01% | -70.0% |
| Q1 2023 | $2,713,237 | +33.0% | 10,846 | +28.6% | 0.02% | +25.0% |
| Q4 2022 | $2,039,373 | +9.1% | 8,431 | -1.1% | 0.02% | +6.7% |
| Q3 2022 | $1,870,000 | -4.1% | 8,527 | -1.1% | 0.02% | 0.0% |
| Q2 2022 | $1,950,000 | +39.7% | 8,618 | +65.7% | 0.02% | +66.7% |
| Q1 2022 | $1,396,000 | +6.5% | 5,202 | +12.3% | 0.01% | 0.0% |
| Q4 2021 | $1,311,000 | +25.3% | 4,631 | +16.5% | 0.01% | +12.5% |
| Q3 2021 | $1,046,000 | -4.5% | 3,976 | -2.5% | 0.01% | 0.0% |
| Q2 2021 | $1,095,000 | +17.0% | 4,076 | +13.4% | 0.01% | 0.0% |
| Q1 2021 | $936,000 | +184.5% | 3,595 | +151.2% | 0.01% | +166.7% |
| Q4 2020 | $329,000 | +32.1% | 1,431 | +6.5% | 0.00% | 0.0% |
| Q3 2020 | $249,000 | -11.7% | 1,344 | -15.2% | 0.00% | -25.0% |
| Q2 2020 | $282,000 | -34.6% | 1,585 | -47.0% | 0.00% | -33.3% |
| Q1 2020 | $431,000 | -32.3% | 2,993 | -3.1% | 0.01% | -14.3% |
| Q4 2019 | $637,000 | +23.9% | 3,090 | +16.1% | 0.01% | +16.7% |
| Q3 2019 | $514,000 | -16.6% | 2,661 | -16.0% | 0.01% | -25.0% |
| Q2 2019 | $616,000 | -14.7% | 3,168 | -17.0% | 0.01% | -11.1% |
| Q1 2019 | $722,000 | +57.6% | 3,815 | +38.2% | 0.01% | +28.6% |
| Q4 2018 | $458,000 | -23.5% | 2,761 | -7.2% | 0.01% | -12.5% |
| Q3 2018 | $599,000 | +105.1% | 2,975 | +90.3% | 0.01% | +100.0% |
| Q2 2018 | $292,000 | +5.4% | 1,563 | +5.8% | 0.00% | 0.0% |
| Q1 2018 | $277,000 | -63.9% | 1,478 | -67.0% | 0.00% | -69.2% |
| Q1 2017 | $768,000 | +2.1% | 4,473 | -1.6% | 0.01% | +8.3% |
| Q4 2016 | $752,000 | +10.8% | 4,547 | +3.2% | 0.01% | 0.0% |
| Q3 2016 | $679,000 | +29.1% | 4,408 | +25.1% | 0.01% | +9.1% |
| Q2 2016 | $526,000 | +28.3% | 3,523 | +23.9% | 0.01% | +22.2% |
| Q1 2016 | $410,000 | -5.1% | 2,843 | -8.2% | 0.01% | -10.0% |
| Q4 2015 | $432,000 | +2.1% | 3,098 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $423,000 | – | 3,098 | – | 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% |