ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,330,156,234 | -1.2% | 9,344,921 | +3.6% | 0.51% | +3.4% |
| Q2 2023 | $2,357,872,490 | +6.5% | 9,017,411 | +1.9% | 0.50% | +2.3% |
| Q1 2023 | $2,213,258,058 | +4.9% | 8,847,370 | +1.5% | 0.48% | +0.4% |
| Q4 2022 | $2,109,440,775 | +18.7% | 8,720,661 | +7.6% | 0.48% | +11.8% |
| Q3 2022 | $1,777,579,000 | +2.3% | 8,107,182 | +5.5% | 0.43% | +8.6% |
| Q2 2022 | $1,738,052,000 | -11.9% | 7,682,678 | +4.5% | 0.40% | +3.9% |
| Q1 2022 | $1,972,494,000 | -2.7% | 7,350,728 | +2.7% | 0.38% | +4.4% |
| Q4 2021 | $2,026,879,000 | +11.0% | 7,160,095 | +3.1% | 0.37% | +2.8% |
| Q3 2021 | $1,826,195,000 | +0.1% | 6,941,863 | +2.3% | 0.36% | +0.8% |
| Q2 2021 | $1,823,942,000 | +4.8% | 6,787,269 | +1.5% | 0.35% | -0.8% |
| Q1 2021 | $1,741,150,000 | +13.0% | 6,689,523 | -0.2% | 0.36% | +6.3% |
| Q4 2020 | $1,541,295,000 | +22.4% | 6,706,239 | -1.3% | 0.34% | +7.7% |
| Q3 2020 | $1,259,361,000 | +0.3% | 6,795,968 | -3.7% | 0.31% | -7.2% |
| Q2 2020 | $1,255,282,000 | +16.1% | 7,059,284 | -6.1% | 0.34% | -6.4% |
| Q1 2020 | $1,081,002,000 | -32.1% | 7,514,259 | -2.9% | 0.36% | -12.9% |
| Q4 2019 | $1,592,186,000 | +12.5% | 7,735,817 | +5.6% | 0.41% | +5.9% |
| Q3 2019 | $1,415,202,000 | -0.2% | 7,323,931 | +0.3% | 0.39% | +0.3% |
| Q2 2019 | $1,418,655,000 | +5.2% | 7,302,871 | +2.6% | 0.39% | +2.7% |
| Q1 2019 | $1,348,034,000 | +15.4% | 7,117,387 | +1.2% | 0.38% | +3.0% |
| Q4 2018 | $1,167,673,000 | -8.5% | 7,031,640 | +10.9% | 0.37% | +11.6% |
| Q3 2018 | $1,276,065,000 | +3.5% | 6,339,436 | +0.2% | 0.33% | -2.1% |
| Q2 2018 | $1,232,775,000 | +4.7% | 6,329,060 | +0.8% | 0.34% | +2.8% |
| Q1 2018 | $1,177,644,000 | +1.5% | 6,278,427 | +2.7% | 0.33% | +6.9% |
| Q4 2017 | $1,160,201,000 | +13.9% | 6,113,400 | +7.3% | 0.30% | +8.9% |
| Q3 2017 | $1,018,982,000 | +4.8% | 5,695,820 | +1.9% | 0.28% | +2.2% |
| Q2 2017 | $972,254,000 | +9.0% | 5,589,273 | +7.3% | 0.27% | +10.9% |
| Q1 2017 | $892,132,000 | +16.5% | 5,210,442 | +12.5% | 0.25% | +12.3% |
| Q4 2016 | $765,942,000 | +32.6% | 4,632,536 | +24.1% | 0.22% | +27.9% |
| Q3 2016 | $577,629,000 | +6.1% | 3,733,630 | +2.4% | 0.17% | +3.6% |
| Q2 2016 | $544,491,000 | +8.6% | 3,644,762 | +4.8% | 0.17% | +9.9% |
| Q1 2016 | $501,549,000 | +4.3% | 3,478,388 | +0.8% | 0.15% | +4.1% |
| Q4 2015 | $480,989,000 | +64.3% | 3,452,401 | +61.1% | 0.14% | +61.1% |
| Q3 2015 | $292,669,000 | -2.0% | 2,142,375 | +7.6% | 0.09% | +9.8% |
| Q2 2015 | $298,682,000 | +2.7% | 1,991,482 | +4.0% | 0.08% | +7.9% |
| Q1 2015 | $290,931,000 | -29.3% | 1,914,266 | -32.7% | 0.08% | -29.6% |
| Q4 2014 | $411,582,000 | +82.4% | 2,842,405 | +72.3% | 0.11% | +77.0% |
| Q3 2014 | $225,595,000 | -52.4% | 1,649,805 | -50.2% | 0.06% | -4.7% |
| Q2 2014 | $474,424,000 | +108.5% | 3,315,782 | +100.3% | 0.06% | +3.2% |
| Q1 2014 | $227,573,000 | -0.2% | 1,655,439 | -2.9% | 0.06% | -1.6% |
| Q4 2013 | $228,111,000 | -43.6% | 1,704,752 | -47.6% | 0.06% | +3.3% |
| Q3 2013 | $404,124,000 | +120.7% | 3,255,394 | +105.3% | 0.06% | +5.2% |
| Q2 2013 | $183,150,000 | – | 1,585,717 | – | 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% |