ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $460,799 | -4.6% | 1,848 | 0.0% | 0.17% | +0.6% |
| Q2 2023 | $483,215 | +4.5% | 1,848 | 0.0% | 0.17% | -2.3% |
| Q1 2023 | $462,296 | +103321.9% | 1,848 | 0.0% | 0.18% | -1.7% |
| Q4 2022 | $447 | -99.9% | 1,848 | +2.4% | 0.18% | +1.7% |
| Q3 2022 | $396,000 | +4.2% | 1,804 | +7.4% | 0.18% | +12.8% |
| Q2 2022 | $380,000 | -15.7% | 1,680 | 0.0% | 0.16% | -0.6% |
| Q1 2022 | $451,000 | -5.3% | 1,680 | 0.0% | 0.16% | -0.6% |
| Q4 2021 | $476,000 | +7.7% | 1,680 | 0.0% | 0.16% | -1.2% |
| Q3 2021 | $442,000 | -3.9% | 1,680 | -1.9% | 0.16% | -1.2% |
| Q2 2021 | $460,000 | +3.1% | 1,713 | 0.0% | 0.16% | -5.8% |
| Q1 2021 | $446,000 | +13.2% | 1,713 | 0.0% | 0.17% | +3.6% |
| Q4 2020 | $394,000 | +24.3% | 1,713 | 0.0% | 0.17% | +7.8% |
| Q3 2020 | $317,000 | +6.0% | 1,713 | +2.0% | 0.15% | +0.7% |
| Q2 2020 | $299,000 | +23.6% | 1,680 | 0.0% | 0.15% | -2.5% |
| Q1 2020 | $242,000 | -30.1% | 1,680 | 0.0% | 0.16% | -8.2% |
| Q4 2019 | $346,000 | +6.5% | 1,680 | 0.0% | 0.17% | -3.4% |
| Q3 2019 | $325,000 | -0.3% | 1,680 | 0.0% | 0.18% | -1.7% |
| Q2 2019 | $326,000 | +2.5% | 1,680 | 0.0% | 0.18% | -3.2% |
| Q1 2019 | $318,000 | +14.0% | 1,680 | 0.0% | 0.19% | +1.6% |
| Q4 2018 | $279,000 | -17.5% | 1,680 | 0.0% | 0.18% | -1.1% |
| Q3 2018 | $338,000 | -47.4% | 1,680 | -50.0% | 0.18% | +1.6% |
| Q2 2018 | $642,000 | +103.8% | 3,360 | +100.0% | 0.18% | +2.2% |
| Q1 2018 | $315,000 | -50.6% | 1,680 | -50.0% | 0.18% | +2.3% |
| Q4 2017 | $638,000 | +7.6% | 3,360 | 0.0% | 0.17% | 0.0% |
| Q3 2017 | $593,000 | +103.1% | 3,360 | +100.0% | 0.17% | -0.6% |
| Q2 2017 | $292,000 | +1.4% | 1,680 | 0.0% | 0.18% | -1.1% |
| Q1 2017 | $288,000 | +3.6% | 1,680 | 0.0% | 0.18% | -4.8% |
| Q4 2016 | $278,000 | +6.9% | 1,680 | 0.0% | 0.19% | +6.3% |
| Q3 2016 | $260,000 | +3.6% | 1,680 | 0.0% | 0.18% | +2.3% |
| Q2 2016 | $251,000 | +3.7% | 1,680 | 0.0% | 0.17% | +1.2% |
| Q1 2016 | $242,000 | +3.4% | 1,680 | 0.0% | 0.17% | -1.7% |
| Q4 2015 | $234,000 | +1.7% | 1,680 | 0.0% | 0.17% | -8.5% |
| Q3 2015 | $230,000 | -8.7% | 1,680 | 0.0% | 0.19% | +3.9% |
| Q2 2015 | $252,000 | -1.2% | 1,680 | 0.0% | 0.18% | +2.3% |
| Q1 2015 | $255,000 | +4.9% | 1,680 | 0.0% | 0.18% | +0.6% |
| Q4 2014 | $243,000 | +5.7% | 1,680 | 0.0% | 0.18% | +2.3% |
| Q3 2014 | $230,000 | -4.2% | 1,680 | 0.0% | 0.17% | -7.0% |
| Q2 2014 | $240,000 | +3.9% | 1,680 | 0.0% | 0.18% | -6.1% |
| Q1 2014 | $231,000 | +2.7% | 1,680 | 0.0% | 0.20% | +3.1% |
| Q4 2013 | $225,000 | – | 1,680 | – | 0.19% | – |
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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% |