ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $684,544 | -1.3% | 2,745 | +3.4% | 0.02% | 0.0% |
| Q2 2023 | $693,883 | +8.8% | 2,654 | +4.1% | 0.02% | +5.9% |
| Q1 2023 | $637,608 | +4.8% | 2,549 | +1.4% | 0.02% | -5.6% |
| Q4 2022 | $608,190 | +49.4% | 2,514 | +35.6% | 0.02% | +28.6% |
| Q3 2022 | $407,000 | -1.0% | 1,854 | +2.0% | 0.01% | 0.0% |
| Q2 2022 | $411,000 | -20.7% | 1,818 | -5.8% | 0.01% | -12.5% |
| Q1 2022 | $518,000 | +1.4% | 1,930 | +7.0% | 0.02% | 0.0% |
| Q4 2021 | $511,000 | -2.1% | 1,804 | -9.0% | 0.02% | -11.1% |
| Q3 2021 | $522,000 | -44.3% | 1,982 | -43.1% | 0.02% | -51.4% |
| Q2 2021 | $937,000 | +25.9% | 3,486 | +22.0% | 0.04% | +12.1% |
| Q1 2021 | $744,000 | +82.8% | 2,857 | +61.4% | 0.03% | +73.7% |
| Q4 2020 | $407,000 | +27.6% | 1,770 | +3.0% | 0.02% | +11.8% |
| Q3 2020 | $319,000 | +13.5% | 1,719 | +8.6% | 0.02% | 0.0% |
| Q2 2020 | $281,000 | +5.6% | 1,583 | -14.3% | 0.02% | -26.1% |
| Q1 2020 | $266,000 | -63.4% | 1,848 | -47.7% | 0.02% | -57.4% |
| Q4 2019 | $727,000 | +77.8% | 3,532 | +66.9% | 0.05% | +58.8% |
| Q3 2019 | $409,000 | +45.0% | 2,116 | +45.7% | 0.03% | +41.7% |
| Q2 2019 | $282,000 | +25.3% | 1,452 | +22.4% | 0.02% | +26.3% |
| Q1 2019 | $225,000 | -29.2% | 1,186 | -38.0% | 0.02% | -36.7% |
| Q4 2018 | $318,000 | -8.9% | 1,914 | +10.5% | 0.03% | -14.3% |
| Q3 2018 | $349,000 | +7.1% | 1,732 | +3.6% | 0.04% | -2.8% |
| Q2 2018 | $326,000 | +53.1% | 1,672 | +47.1% | 0.04% | +44.0% |
| Q1 2018 | $213,000 | -18.7% | 1,137 | -17.7% | 0.02% | -21.9% |
| Q4 2017 | $262,000 | +23.0% | 1,382 | +16.0% | 0.03% | +14.3% |
| Q3 2017 | $213,000 | +73.2% | 1,191 | +50.4% | 0.03% | +55.6% |
| Q3 2016 | $123,000 | +18.3% | 792 | +13.5% | 0.02% | +20.0% |
| Q2 2016 | $104,000 | +3.0% | 698 | 0.0% | 0.02% | -11.8% |
| Q1 2016 | $101,000 | +8.6% | 698 | +4.0% | 0.02% | -5.6% |
| Q4 2015 | $93,000 | +27.4% | 671 | +25.0% | 0.02% | +5.9% |
| Q3 2015 | $73,000 | -9.9% | 537 | 0.0% | 0.02% | -5.6% |
| Q2 2015 | $81,000 | +138.2% | 537 | +141.9% | 0.02% | +125.0% |
| Q1 2015 | $34,000 | -62.6% | 222 | -64.6% | 0.01% | -65.2% |
| Q4 2014 | $91,000 | +295.7% | 628 | +285.3% | 0.02% | +187.5% |
| Q2 2014 | $23,000 | +4.5% | 163 | 0.0% | 0.01% | -11.1% |
| Q1 2014 | $22,000 | 0.0% | 163 | 0.0% | 0.01% | +12.5% |
| Q4 2013 | $22,000 | +10.0% | 163 | 0.0% | 0.01% | -11.1% |
| Q3 2013 | $20,000 | +122.2% | 163 | +111.7% | 0.01% | +80.0% |
| Q2 2013 | $9,000 | – | 77 | – | 0.01% | – |
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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% |