ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541,578,273 | +0.4% | 2,171,959 | +5.3% | 1.45% | +0.8% |
| Q2 2023 | $539,275,497 | +108288.8% | 2,062,397 | +3.7% | 1.44% | -0.3% |
| Q1 2023 | $497,538 | +8.4% | 1,988,957 | +4.8% | 1.45% | -2.0% |
| Q4 2022 | $459,003 | -99.9% | 1,897,569 | +13.5% | 1.48% | +0.6% |
| Q3 2022 | $366,733,000 | +0.9% | 1,672,577 | +4.1% | 1.47% | -1.8% |
| Q2 2022 | $363,456,000 | -13.9% | 1,606,564 | +2.1% | 1.49% | -6.3% |
| Q1 2022 | $422,134,000 | +5.8% | 1,573,125 | +11.6% | 1.59% | -5.6% |
| Q4 2021 | $399,127,000 | +20.3% | 1,409,948 | +11.8% | 1.69% | -2.5% |
| Q3 2021 | $331,744,000 | +15.4% | 1,261,042 | +17.9% | 1.73% | -2.9% |
| Q2 2021 | $287,488,000 | +23.9% | 1,069,799 | +20.0% | 1.78% | +10.3% |
| Q1 2021 | $232,046,000 | +126.0% | 891,525 | +99.6% | 1.62% | +105.3% |
| Q4 2020 | $102,672,000 | +63.9% | 446,728 | +32.2% | 0.79% | +33.6% |
| Q3 2020 | $62,628,000 | +9.7% | 337,962 | +5.3% | 0.59% | +3.1% |
| Q2 2020 | $57,077,000 | +73.1% | 320,983 | +40.7% | 0.57% | +38.8% |
| Q1 2020 | $32,969,000 | -23.5% | 228,136 | +9.0% | 0.41% | -7.8% |
| Q4 2019 | $43,087,000 | +22.1% | 209,345 | +14.7% | 0.45% | +5.9% |
| Q3 2019 | $35,282,000 | +12.3% | 182,590 | +12.9% | 0.42% | +12.5% |
| Q2 2019 | $31,417,000 | +17.8% | 161,729 | +14.8% | 0.38% | -1.3% |
| Q1 2019 | $26,679,000 | +24.6% | 140,863 | +9.3% | 0.38% | -0.3% |
| Q4 2018 | $21,408,000 | -12.8% | 128,920 | +5.7% | 0.38% | -39.7% |
| Q3 2018 | $24,562,000 | +4.5% | 122,024 | +1.1% | 0.63% | -5.1% |
| Q2 2018 | $23,500,000 | +8.3% | 120,649 | +4.3% | 0.67% | -14.4% |
| Q1 2018 | $21,697,000 | +1.7% | 115,677 | +2.9% | 0.78% | -5.7% |
| Q4 2017 | $21,326,000 | +14.2% | 112,370 | +7.6% | 0.82% | -2.3% |
| Q3 2017 | $18,676,000 | +12.7% | 104,396 | +9.6% | 0.84% | +8.2% |
| Q2 2017 | $16,570,000 | -16.2% | 95,258 | -17.5% | 0.78% | -9.4% |
| Q1 2017 | $19,765,000 | -14.9% | 115,432 | -17.8% | 0.86% | -19.5% |
| Q4 2016 | $23,221,000 | +9.3% | 140,443 | +2.3% | 1.07% | +4.2% |
| Q3 2016 | $21,248,000 | -30.3% | 137,338 | -32.7% | 1.03% | -37.7% |
| Q2 2016 | $30,475,000 | +6.2% | 203,998 | +2.5% | 1.65% | -3.2% |
| Q1 2016 | $28,689,000 | +4.2% | 198,967 | +0.7% | 1.70% | -3.5% |
| Q4 2015 | $27,530,000 | +1.6% | 197,596 | -0.4% | 1.77% | +46.7% |
| Q3 2015 | $27,108,000 | -5.3% | 198,442 | +4.0% | 1.20% | -9.3% |
| Q2 2015 | $28,616,000 | -3.9% | 190,802 | -2.6% | 1.33% | -47.6% |
| Q1 2015 | $29,771,000 | +10.3% | 195,891 | +5.1% | 2.53% | +4.2% |
| Q4 2014 | $26,982,000 | +13.6% | 186,337 | +7.3% | 2.43% | -9.2% |
| Q3 2014 | $23,743,000 | +13.1% | 173,630 | +18.3% | 2.67% | +14.9% |
| Q2 2014 | $21,002,000 | +7.5% | 146,787 | +3.3% | 2.33% | -7.5% |
| Q1 2014 | $19,541,000 | +42.5% | 142,151 | +38.7% | 2.52% | +46.4% |
| Q4 2013 | $13,714,000 | +6.2% | 102,486 | -1.5% | 1.72% | -27.8% |
| Q3 2013 | $12,913,000 | +125.8% | 104,019 | +110.1% | 2.38% | +97.3% |
| Q2 2013 | $5,719,000 | – | 49,517 | – | 1.21% | – |
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% |