ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $804,194 | -1.9% | 3,225 | +2.9% | 0.06% | +1.7% |
| Q2 2023 | $819,782 | +9.2% | 3,135 | +4.5% | 0.06% | +1.7% |
| Q1 2023 | $750,521 | +3.4% | 3,000 | 0.0% | 0.06% | +5.4% |
| Q4 2022 | $725,709 | +27.5% | 3,000 | +15.6% | 0.06% | +14.3% |
| Q3 2022 | $569,000 | -18.8% | 2,595 | -16.3% | 0.05% | -21.0% |
| Q2 2022 | $701,000 | -9.9% | 3,099 | +6.9% | 0.06% | +6.9% |
| Q1 2022 | $778,000 | -25.8% | 2,899 | -21.7% | 0.06% | -24.7% |
| Q4 2021 | $1,049,000 | +63.4% | 3,704 | +51.8% | 0.08% | +48.1% |
| Q3 2021 | $642,000 | +2.4% | 2,440 | +4.5% | 0.05% | +6.1% |
| Q2 2021 | $627,000 | +3.1% | 2,334 | 0.0% | 0.05% | -2.0% |
| Q1 2021 | $608,000 | +18.3% | 2,334 | +4.4% | 0.05% | +6.4% |
| Q4 2020 | $514,000 | -12.9% | 2,235 | -29.8% | 0.05% | -29.9% |
| Q3 2020 | $590,000 | -19.5% | 3,183 | -22.8% | 0.07% | -26.4% |
| Q2 2020 | $733,000 | +23.6% | 4,123 | 0.0% | 0.09% | +1.1% |
| Q1 2020 | $593,000 | +15.1% | 4,123 | +64.7% | 0.09% | +47.5% |
| Q4 2019 | $515,000 | +6.4% | 2,503 | -0.0% | 0.06% | -6.2% |
| Q3 2019 | $484,000 | -0.6% | 2,504 | 0.0% | 0.06% | -1.5% |
| Q2 2019 | $487,000 | -48.4% | 2,504 | -49.7% | 0.07% | -51.1% |
| Q1 2019 | $943,000 | -91.1% | 4,978 | -92.2% | 0.14% | -91.5% |
| Q4 2018 | $10,537,000 | -49.2% | 63,451 | -38.5% | 1.59% | -38.7% |
| Q3 2018 | $20,751,000 | +14.1% | 103,092 | +10.4% | 2.59% | +14.1% |
| Q2 2018 | $18,184,000 | +21.1% | 93,355 | +16.7% | 2.27% | +20.5% |
| Q1 2018 | $15,011,000 | +11.3% | 80,026 | +12.6% | 1.88% | +7.5% |
| Q4 2017 | $13,491,000 | +19.7% | 71,089 | +12.9% | 1.75% | +12.0% |
| Q3 2017 | $11,269,000 | +15.6% | 62,988 | +12.4% | 1.56% | +13.2% |
| Q2 2017 | $9,751,000 | +19.6% | 56,053 | +17.7% | 1.38% | +13.2% |
| Q1 2017 | $8,155,000 | +53.0% | 47,629 | +47.8% | 1.22% | +42.1% |
| Q4 2016 | $5,329,000 | +143.9% | 32,228 | +128.2% | 0.86% | +130.0% |
| Q3 2016 | $2,185,000 | +183.4% | 14,122 | +173.7% | 0.37% | +174.3% |
| Q2 2016 | $771,000 | +40.2% | 5,159 | +35.2% | 0.14% | +28.3% |
| Q1 2016 | $550,000 | -56.2% | 3,815 | -57.7% | 0.11% | -57.6% |
| Q4 2015 | $1,255,000 | +193.9% | 9,010 | +188.5% | 0.25% | +145.1% |
| Q3 2015 | $427,000 | -5.7% | 3,123 | +3.3% | 0.10% | -4.7% |
| Q2 2015 | $453,000 | – | 3,023 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |