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 2021 | $2,026,000 | +8.2% | 7,703 | +10.5% | 0.33% | +11.9% |
| Q2 2021 | $1,873,000 | +8.3% | 6,971 | +4.9% | 0.29% | +1.4% |
| Q1 2021 | $1,730,000 | +19.3% | 6,646 | +5.3% | 0.29% | +12.0% |
| Q4 2020 | $1,450,000 | +3.2% | 6,311 | -16.8% | 0.26% | -6.2% |
| Q3 2020 | $1,405,000 | +2.6% | 7,583 | -1.5% | 0.28% | -7.1% |
| Q2 2020 | $1,369,000 | +23.4% | 7,699 | -0.1% | 0.30% | +7.2% |
| Q1 2020 | $1,109,000 | -37.0% | 7,709 | -9.9% | 0.28% | -16.9% |
| Q4 2019 | $1,761,000 | +7.1% | 8,557 | +0.5% | 0.33% | +2.8% |
| Q3 2019 | $1,645,000 | -1.6% | 8,512 | -1.0% | 0.32% | +2.9% |
| Q2 2019 | $1,671,000 | +6.3% | 8,602 | +3.6% | 0.31% | +4.0% |
| Q1 2019 | $1,572,000 | +19.6% | 8,300 | +4.9% | 0.30% | +9.4% |
| Q4 2018 | $1,314,000 | -12.5% | 7,910 | +6.0% | 0.28% | +4.5% |
| Q3 2018 | $1,502,000 | +6.6% | 7,460 | +3.1% | 0.26% | +2.7% |
| Q2 2018 | $1,409,000 | +2.6% | 7,235 | -1.2% | 0.26% | +2.0% |
| Q1 2018 | $1,373,000 | +24.0% | 7,320 | +25.5% | 0.25% | +29.2% |
| Q4 2017 | $1,107,000 | +51.9% | 5,834 | +43.2% | 0.20% | +47.7% |
| Q3 2017 | $729,000 | +6.4% | 4,074 | +6.3% | 0.13% | +6.5% |
| Q2 2017 | $685,000 | +14.5% | 3,834 | +9.7% | 0.12% | +17.0% |
| Q1 2017 | $598,000 | +46.6% | 3,495 | +41.5% | 0.11% | +26.2% |
| Q4 2016 | $408,000 | +6.8% | 2,470 | 0.0% | 0.08% | +6.3% |
| Q3 2016 | $382,000 | +4.1% | 2,470 | +0.6% | 0.08% | +6.8% |
| Q2 2016 | $367,000 | +15.4% | 2,455 | +11.3% | 0.07% | +15.6% |
| Q1 2016 | $318,000 | -40.1% | 2,205 | -42.7% | 0.06% | +20.8% |
| Q4 2015 | $531,000 | +106.6% | 3,845 | +104.5% | 0.05% | +6.0% |
| Q3 2015 | $257,000 | -3.7% | 1,880 | +5.6% | 0.05% | +6.4% |
| Q2 2015 | $267,000 | -48.4% | 1,780 | -47.6% | 0.05% | -23.0% |
| Q1 2015 | $517,000 | +110.2% | 3,400 | +100.0% | 0.06% | +5.2% |
| Q4 2014 | $246,000 | -14.3% | 1,700 | -19.0% | 0.06% | -12.1% |
| Q3 2014 | $287,000 | -53.4% | 2,100 | -51.2% | 0.07% | -2.9% |
| Q2 2014 | $616,000 | +95.6% | 4,300 | +87.8% | 0.07% | -1.4% |
| Q1 2014 | $315,000 | +2.9% | 2,290 | 0.0% | 0.07% | +4.5% |
| Q4 2013 | $306,000 | -44.2% | 2,290 | -50.0% | 0.07% | +6.5% |
| Q3 2013 | $548,000 | +107.6% | 4,580 | +100.0% | 0.06% | +1.6% |
| Q2 2013 | $264,000 | – | 2,290 | – | 0.06% | – |
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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% |