ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,022,584 | -6.1% | 4,101 | -1.6% | 0.28% | -2.8% |
| Q2 2023 | $1,089,326 | +4.3% | 4,166 | -0.2% | 0.29% | +0.7% |
| Q1 2023 | $1,044,418 | +5.3% | 4,175 | +1.8% | 0.28% | +0.4% |
| Q4 2022 | $991,749 | +7.8% | 4,100 | -2.3% | 0.28% | -3.1% |
| Q3 2022 | $920,000 | -3.6% | 4,195 | -0.5% | 0.29% | +6.9% |
| Q2 2022 | $954,000 | -16.2% | 4,215 | -0.7% | 0.27% | -3.2% |
| Q1 2022 | $1,139,000 | -0.8% | 4,245 | +4.7% | 0.28% | +5.6% |
| Q4 2021 | $1,148,000 | +5.7% | 4,055 | -1.7% | 0.27% | -3.6% |
| Q3 2021 | $1,086,000 | -1.9% | 4,127 | +0.2% | 0.28% | -1.8% |
| Q2 2021 | $1,107,000 | +4.1% | 4,120 | +0.9% | 0.28% | -5.4% |
| Q1 2021 | $1,063,000 | +11.8% | 4,084 | -1.3% | 0.30% | +4.9% |
| Q4 2020 | $951,000 | +24.2% | 4,136 | +0.1% | 0.28% | +16.3% |
| Q3 2020 | $766,000 | +4.8% | 4,131 | +0.5% | 0.24% | -2.8% |
| Q2 2020 | $731,000 | +18.3% | 4,111 | -4.2% | 0.25% | +3.7% |
| Q1 2020 | $618,000 | -31.5% | 4,293 | -2.1% | 0.24% | -8.3% |
| Q4 2019 | $902,000 | +11.8% | 4,383 | +4.9% | 0.26% | +3.1% |
| Q3 2019 | $807,000 | -8.2% | 4,178 | -7.7% | 0.26% | -8.5% |
| Q2 2019 | $879,000 | +0.8% | 4,525 | -1.7% | 0.28% | -1.4% |
| Q1 2019 | $872,000 | +16.7% | 4,603 | +2.3% | 0.28% | +4.0% |
| Q4 2018 | $747,000 | -3.7% | 4,498 | +16.7% | 0.27% | +4.6% |
| Q3 2018 | $776,000 | +28.7% | 3,854 | +20.0% | 0.26% | +3.1% |
| Q1 2018 | $603,000 | -8.9% | 3,213 | -7.9% | 0.25% | -9.3% |
| Q4 2017 | $662,000 | -4.5% | 3,490 | -9.9% | 0.28% | -10.0% |
| Q3 2017 | $693,000 | +8.8% | 3,875 | +5.8% | 0.31% | +4.0% |
| Q2 2017 | $637,000 | +0.2% | 3,661 | -1.5% | 0.30% | +7.9% |
| Q1 2017 | $636,000 | +31.7% | 3,717 | +27.2% | 0.28% | +26.5% |
| Q4 2016 | $483,000 | +72.5% | 2,922 | +61.3% | 0.22% | +59.9% |
| Q3 2016 | $280,000 | -9.4% | 1,812 | -12.3% | 0.14% | -10.5% |
| Q2 2016 | $309,000 | -1.9% | 2,067 | -4.7% | 0.15% | +2.0% |
| Q1 2016 | $315,000 | +21.6% | 2,169 | +16.8% | 0.15% | +28.2% |
| Q4 2015 | $259,000 | +4.0% | 1,857 | +2.0% | 0.12% | -1.7% |
| Q3 2015 | $249,000 | +12.2% | 1,821 | +24.8% | 0.12% | +22.7% |
| Q1 2015 | $222,000 | – | 1,459 | – | 0.10% | – |
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% |