ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $785 | -99.9% | 3,148 | +30.6% | 0.10% | +20.7% |
| Q2 2023 | $630,183 | +17.5% | 2,410 | +12.4% | 0.08% | +1.2% |
| Q1 2023 | $536,375 | +3.1% | 2,144 | -0.3% | 0.08% | -3.6% |
| Q4 2022 | $520,131 | -8.6% | 2,150 | -17.1% | 0.08% | +71.4% |
| Q3 2022 | $569,000 | +5.6% | 2,595 | +8.8% | 0.05% | -41.7% |
| Q2 2022 | $539,000 | -9.9% | 2,385 | +7.0% | 0.08% | -9.7% |
| Q1 2022 | $598,000 | +22.5% | 2,228 | +29.3% | 0.09% | +389.5% |
| Q4 2021 | $488,000 | +3.0% | 1,723 | -4.4% | 0.02% | -73.6% |
| Q3 2021 | $474,000 | -1.5% | 1,803 | +0.8% | 0.07% | -1.4% |
| Q2 2021 | $481,000 | +18.8% | 1,789 | +15.0% | 0.07% | +14.1% |
| Q1 2021 | $405,000 | +13.4% | 1,555 | 0.0% | 0.06% | +8.5% |
| Q4 2020 | $357,000 | +14.8% | 1,555 | -7.3% | 0.06% | 0.0% |
| Q3 2020 | $311,000 | 0.0% | 1,677 | -4.1% | 0.06% | -3.3% |
| Q2 2020 | $311,000 | +16.5% | 1,749 | -5.9% | 0.06% | -11.6% |
| Q1 2020 | $267,000 | -38.2% | 1,858 | -11.6% | 0.07% | -18.8% |
| Q4 2019 | $432,000 | +18.4% | 2,101 | +11.2% | 0.08% | +9.0% |
| Q3 2019 | $365,000 | +78.0% | 1,889 | +79.1% | 0.08% | +59.2% |
| Q2 2019 | $205,000 | -10.5% | 1,055 | -12.8% | 0.05% | -23.4% |
| Q1 2019 | $229,000 | +9.6% | 1,210 | -3.8% | 0.06% | -17.9% |
| Q4 2018 | $209,000 | -47.6% | 1,258 | -36.5% | 0.08% | -37.6% |
| Q3 2018 | $399,000 | -16.0% | 1,981 | -18.8% | 0.12% | -25.1% |
| Q2 2018 | $475,000 | -73.9% | 2,439 | -74.8% | 0.17% | -69.4% |
| Q1 2018 | $1,818,000 | +104.5% | 9,692 | +106.9% | 0.54% | +104.1% |
| Q4 2017 | $889,000 | +5.6% | 4,685 | -0.5% | 0.27% | +30.2% |
| Q3 2017 | $842,000 | +5.5% | 4,709 | +2.6% | 0.20% | -1.0% |
| Q2 2017 | $798,000 | +29.5% | 4,589 | +27.6% | 0.21% | +20.3% |
| Q1 2017 | $616,000 | +11.4% | 3,596 | +7.5% | 0.17% | +2.4% |
| Q4 2016 | $553,000 | -2.3% | 3,346 | -8.6% | 0.17% | +2.4% |
| Q3 2016 | $566,000 | +6.4% | 3,660 | +2.7% | 0.16% | +182.8% |
| Q2 2016 | $532,000 | +5.3% | 3,563 | +1.7% | 0.06% | -69.8% |
| Q1 2016 | $505,000 | -88.3% | 3,504 | -88.7% | 0.19% | -88.3% |
| Q4 2015 | $4,330,000 | +3.3% | 31,079 | +1.3% | 1.64% | -6.1% |
| Q3 2015 | $4,191,000 | -6.6% | 30,680 | +2.6% | 1.75% | +43.3% |
| Q2 2015 | $4,487,000 | +9.0% | 29,914 | +10.4% | 1.22% | -22.2% |
| Q1 2015 | $4,118,000 | +21.5% | 27,096 | +15.8% | 1.57% | +12.0% |
| Q4 2014 | $3,388,000 | +6.5% | 23,399 | +0.6% | 1.40% | +0.1% |
| Q3 2014 | $3,182,000 | -12.9% | 23,267 | -8.9% | 1.40% | -15.2% |
| Q2 2014 | $3,653,000 | +0.9% | 25,529 | -3.1% | 1.65% | -7.4% |
| Q1 2014 | $3,622,000 | +10.3% | 26,350 | +7.4% | 1.78% | -3.5% |
| Q4 2013 | $3,283,000 | +14.2% | 24,534 | +7.3% | 1.85% | +6.5% |
| Q3 2013 | $2,874,000 | +11.4% | 22,855 | +2.4% | 1.74% | +15.9% |
| Q2 2013 | $2,579,000 | – | 22,328 | – | 1.50% | – |
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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% |