ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $25,327,000 | -2.5% | 115,510 | +0.6% | 2.43% | +4.2% |
| Q2 2022 | $25,982,000 | -16.1% | 114,847 | -0.4% | 2.33% | -0.9% |
| Q1 2022 | $30,950,000 | -7.2% | 115,337 | -2.1% | 2.35% | -2.7% |
| Q4 2021 | $33,365,000 | +5.1% | 117,865 | -2.3% | 2.42% | -1.1% |
| Q3 2021 | $31,739,000 | -3.8% | 120,644 | -1.7% | 2.45% | -2.7% |
| Q2 2021 | $32,991,000 | +3.0% | 122,767 | -0.3% | 2.52% | -7.4% |
| Q1 2021 | $32,044,000 | +13.5% | 123,115 | +0.2% | 2.72% | +8.3% |
| Q4 2020 | $28,244,000 | +11.7% | 122,891 | -9.9% | 2.51% | +3.9% |
| Q3 2020 | $25,287,000 | +6.1% | 136,459 | +1.8% | 2.42% | -3.0% |
| Q2 2020 | $23,843,000 | +13.6% | 134,085 | -8.1% | 2.49% | -6.0% |
| Q1 2020 | $20,986,000 | -40.5% | 145,878 | -14.9% | 2.65% | -23.7% |
| Q4 2019 | $35,265,000 | +8.2% | 171,341 | +1.6% | 3.47% | +6.7% |
| Q3 2019 | $32,580,000 | +1.4% | 168,609 | +2.0% | 3.25% | -2.1% |
| Q2 2019 | $32,120,000 | +2.8% | 165,344 | +0.2% | 3.32% | -0.8% |
| Q1 2019 | $31,246,000 | +16.8% | 164,971 | +2.4% | 3.35% | -23.3% |
| Q4 2018 | $26,762,000 | -23.0% | 161,157 | -6.6% | 4.36% | +26.0% |
| Q3 2018 | $34,750,000 | +5.1% | 172,637 | +1.7% | 3.46% | -1.0% |
| Q2 2018 | $33,049,000 | +5.2% | 169,675 | +1.3% | 3.50% | -0.2% |
| Q1 2018 | $31,430,000 | +3.5% | 167,566 | +4.8% | 3.51% | -1.5% |
| Q4 2017 | $30,357,000 | +8.2% | 159,957 | +2.0% | 3.56% | +1.6% |
| Q3 2017 | $28,061,000 | +4.4% | 156,851 | +1.5% | 3.50% | +0.5% |
| Q2 2017 | $26,879,000 | +2.6% | 154,519 | +1.0% | 3.48% | -2.7% |
| Q1 2017 | $26,192,000 | +7.1% | 152,971 | +3.4% | 3.58% | -3.1% |
| Q4 2016 | $24,457,000 | +10.1% | 147,923 | +3.0% | 3.70% | +5.3% |
| Q3 2016 | $22,220,000 | +24.2% | 143,622 | +20.0% | 3.51% | +19.7% |
| Q2 2016 | $17,886,000 | +8.0% | 119,727 | +9.8% | 2.94% | +9.0% |
| Q1 2016 | $16,566,000 | +4.9% | 109,003 | -3.9% | 2.69% | +3.3% |
| Q4 2015 | $15,798,000 | -6.2% | 113,393 | +1.0% | 2.61% | +6.9% |
| Q3 2015 | $16,835,000 | 0.0% | 112,246 | 0.0% | 2.44% | 0.0% |
| Q2 2015 | $16,835,000 | -2.5% | 112,246 | -1.2% | 2.44% | +304.8% |
| Q1 2015 | $17,272,000 | +5.1% | 113,643 | +0.2% | 0.60% | -23.9% |
| Q4 2014 | $16,430,000 | +5.7% | 113,466 | -0.2% | 0.79% | -22.2% |
| Q3 2014 | $15,551,000 | -9.0% | 113,727 | -4.8% | 1.02% | -16.1% |
| Q2 2014 | $17,097,000 | -1.6% | 119,493 | -5.4% | 1.21% | -15.1% |
| Q1 2014 | $17,373,000 | -4.5% | 126,374 | -7.1% | 1.43% | -4.7% |
| Q4 2013 | $18,196,000 | +6.8% | 135,985 | -0.9% | 1.50% | -1.1% |
| Q3 2013 | $17,036,000 | +21.2% | 137,233 | +12.8% | 1.51% | +16.5% |
| Q2 2013 | $14,052,000 | – | 121,658 | – | 1.30% | – |
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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% |