ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,035,048 | -20.7% | 16,182 | -16.9% | 0.91% | -12.0% |
| Q2 2023 | $5,089,255 | -6.1% | 19,463 | -10.2% | 1.03% | -4.3% |
| Q1 2023 | $5,422,052 | -3.1% | 21,674 | -6.3% | 1.08% | -8.0% |
| Q4 2022 | $5,593,101 | +6.7% | 23,122 | -3.2% | 1.17% | -7.3% |
| Q3 2022 | $5,240,000 | -3.0% | 23,898 | +0.0% | 1.26% | +3.8% |
| Q2 2022 | $5,404,000 | -15.7% | 23,889 | -0.1% | 1.21% | -2.6% |
| Q1 2022 | $6,414,000 | -5.2% | 23,901 | +0.0% | 1.25% | -7.9% |
| Q4 2021 | $6,763,000 | +7.4% | 23,892 | -0.2% | 1.35% | -8.0% |
| Q3 2021 | $6,299,000 | -3.2% | 23,943 | -1.1% | 1.47% | -2.3% |
| Q2 2021 | $6,504,000 | +0.6% | 24,203 | -2.5% | 1.50% | -18.6% |
| Q1 2021 | $6,464,000 | +11.9% | 24,835 | -1.2% | 1.85% | +4.5% |
| Q4 2020 | $5,776,000 | +22.6% | 25,131 | -1.1% | 1.77% | +3.1% |
| Q3 2020 | $4,711,000 | +5.0% | 25,423 | +0.8% | 1.72% | -4.7% |
| Q2 2020 | $4,486,000 | +19.5% | 25,227 | -3.4% | 1.80% | +3.8% |
| Q1 2020 | $3,755,000 | -27.6% | 26,102 | +3.5% | 1.74% | +4.0% |
| Q4 2019 | $5,189,000 | +24.0% | 25,212 | +16.5% | 1.67% | +1.3% |
| Q3 2019 | $4,183,000 | -0.7% | 21,646 | -0.2% | 1.65% | -7.1% |
| Q2 2019 | $4,214,000 | +7.6% | 21,693 | +4.9% | 1.77% | -3.5% |
| Q1 2019 | $3,917,000 | +14.1% | 20,680 | +0.0% | 1.84% | +19.7% |
| Q4 2018 | $3,433,000 | -1.0% | 20,673 | +20.0% | 1.54% | -14.1% |
| Q3 2018 | $3,468,000 | -4.7% | 17,231 | -7.8% | 1.79% | -3.9% |
| Q2 2018 | $3,640,000 | +1.3% | 18,689 | -2.4% | 1.86% | +4.3% |
| Q1 2018 | $3,592,000 | -0.8% | 19,152 | +0.4% | 1.78% | -2.8% |
| Q4 2017 | $3,622,000 | +3.0% | 19,085 | -2.9% | 1.84% | +0.9% |
| Q3 2017 | $3,516,000 | +3.0% | 19,652 | +0.2% | 1.82% | -2.6% |
| Q2 2017 | $3,412,000 | +5.0% | 19,614 | +3.4% | 1.87% | -4.4% |
| Q1 2017 | $3,249,000 | +13.9% | 18,977 | +10.0% | 1.96% | +5.4% |
| Q4 2016 | $2,852,000 | +8.8% | 17,248 | +1.8% | 1.86% | +2.2% |
| Q3 2016 | $2,621,000 | +3.1% | 16,942 | -0.4% | 1.82% | -9.7% |
| Q2 2016 | $2,542,000 | +23.2% | 17,014 | +13.4% | 2.01% | +2.8% |
| Q1 2016 | $2,064,000 | +6.9% | 15,006 | +8.3% | 1.95% | +0.6% |
| Q4 2015 | $1,930,000 | +36.7% | 13,851 | +34.0% | 1.94% | +7.8% |
| Q3 2015 | $1,412,000 | +4.8% | 10,335 | +15.1% | 1.80% | +18.9% |
| Q2 2015 | $1,347,000 | +3.9% | 8,978 | +5.2% | 1.52% | +48.9% |
| Q1 2015 | $1,297,000 | +12.3% | 8,533 | +7.0% | 1.02% | -24.3% |
| Q4 2014 | $1,155,000 | +7.3% | 7,975 | +1.4% | 1.34% | +27.4% |
| Q3 2014 | $1,076,000 | +34.0% | 7,866 | +40.2% | 1.06% | +16.9% |
| Q2 2014 | $803,000 | +4.2% | 5,609 | 0.0% | 0.90% | -1.4% |
| Q1 2014 | $771,000 | +2.7% | 5,609 | 0.0% | 0.92% | +23.6% |
| Q4 2013 | $751,000 | +7.9% | 5,609 | 0.0% | 0.74% | +11.8% |
| Q3 2013 | $696,000 | +7.4% | 5,609 | 0.0% | 0.66% | -0.5% |
| Q2 2013 | $648,000 | – | 5,609 | – | 0.67% | – |
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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% |