ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,615,000 | -2.7% | 34,549 | +2.0% | 1.34% | -32.0% |
| Q2 2023 | $8,855,000 | +2.3% | 33,866 | -2.2% | 1.97% | -1.2% |
| Q1 2023 | $8,659,000 | +2.0% | 34,615 | -1.4% | 1.99% | +4.3% |
| Q4 2022 | $8,489,000 | +10.1% | 35,094 | -0.2% | 1.91% | +3.2% |
| Q3 2022 | $7,708,000 | -3.5% | 35,155 | -0.5% | 1.85% | +3.4% |
| Q2 2022 | $7,991,000 | -12.9% | 35,323 | +3.3% | 1.79% | -7.4% |
| Q1 2022 | $9,177,000 | -3.5% | 34,198 | +1.8% | 1.93% | +23.1% |
| Q4 2021 | $9,513,000 | +8.1% | 33,606 | +0.5% | 1.57% | -17.9% |
| Q3 2021 | $8,797,000 | +6.0% | 33,439 | +8.3% | 1.91% | +2.4% |
| Q2 2021 | $8,296,000 | +6.5% | 30,871 | +3.2% | 1.87% | +2.7% |
| Q1 2021 | $7,789,000 | +6.8% | 29,926 | -5.7% | 1.82% | -5.1% |
| Q4 2020 | $7,295,000 | +33.0% | 31,741 | +7.2% | 1.92% | +14.8% |
| Q3 2020 | $5,487,000 | +51.0% | 29,608 | +44.9% | 1.67% | +49.0% |
| Q2 2020 | $3,634,000 | +22.4% | 20,434 | -1.0% | 1.12% | +20.9% |
| Q1 2020 | $2,969,000 | -24.3% | 20,639 | +8.3% | 0.93% | -9.5% |
| Q4 2019 | $3,921,000 | +4.2% | 19,051 | -2.2% | 1.02% | -2.6% |
| Q3 2019 | $3,764,000 | +12.4% | 19,477 | +12.9% | 1.05% | +10.3% |
| Q2 2019 | $3,350,000 | +5.5% | 17,244 | +2.9% | 0.95% | +1.4% |
| Q1 2019 | $3,174,000 | +3.9% | 16,760 | -8.9% | 0.94% | +14.9% |
| Q4 2018 | $3,055,000 | -16.3% | 18,399 | +1.5% | 0.82% | -12.1% |
| Q3 2018 | $3,649,000 | -1.8% | 18,128 | -5.0% | 0.93% | +20.4% |
| Q2 2018 | $3,716,000 | +6.9% | 19,077 | +2.9% | 0.77% | +7.5% |
| Q1 2018 | $3,476,000 | +6.9% | 18,533 | +8.1% | 0.72% | +2.1% |
| Q4 2017 | $3,253,000 | +8.4% | 17,140 | +2.2% | 0.70% | +4.1% |
| Q3 2017 | $3,001,000 | -12.3% | 16,777 | -14.7% | 0.68% | -9.0% |
| Q2 2017 | $3,420,000 | +3.3% | 19,658 | +1.7% | 0.74% | +9.1% |
| Q1 2017 | $3,311,000 | +86.9% | 19,338 | +80.4% | 0.68% | +82.6% |
| Q4 2016 | $1,772,000 | -22.3% | 10,720 | -27.3% | 0.37% | -26.4% |
| Q3 2016 | $2,282,000 | +6.0% | 14,747 | +2.4% | 0.51% | -2.5% |
| Q2 2016 | $2,152,000 | +2.4% | 14,402 | -1.3% | 0.52% | +3366.7% |
| Q1 2016 | $2,102,000 | +9.2% | 14,594 | +5.6% | 0.02% | -97.4% |
| Q4 2015 | $1,925,000 | -3.1% | 13,814 | -5.0% | 0.57% | -16.7% |
| Q3 2015 | $1,987,000 | -0.2% | 14,545 | +9.6% | 0.69% | +4.7% |
| Q2 2015 | $1,990,000 | +1.7% | 13,267 | +3.1% | 0.66% | -4.4% |
| Q1 2015 | $1,956,000 | -9.8% | 12,872 | -14.0% | 0.69% | -20.6% |
| Q4 2014 | $2,168,000 | +11.2% | 14,974 | +5.1% | 0.86% | +6.5% |
| Q3 2014 | $1,949,000 | -6.8% | 14,251 | -2.5% | 0.81% | -4.7% |
| Q2 2014 | $2,091,000 | +4.1% | 14,611 | 0.0% | 0.85% | +7.9% |
| Q1 2014 | $2,009,000 | +15.6% | 14,611 | +12.5% | 0.79% | -8.3% |
| Q4 2013 | $1,738,000 | +3.1% | 12,989 | -4.4% | 0.86% | -4.1% |
| Q3 2013 | $1,686,000 | +11.3% | 13,581 | +3.5% | 0.90% | +2.2% |
| Q2 2013 | $1,515,000 | – | 13,119 | – | 0.88% | – |
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% |