ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,190,797 | -2.2% | 121,078 | +2.6% | 2.13% | +5.2% |
| Q2 2023 | $30,859,319 | -0.9% | 118,018 | -5.2% | 2.02% | +18.3% |
| Q1 2023 | $31,136,326 | -6.9% | 124,466 | -10.0% | 1.71% | -21.6% |
| Q4 2022 | $33,449,690 | +4.4% | 138,285 | -5.3% | 2.18% | -5.9% |
| Q3 2022 | $32,032,000 | +13.6% | 146,091 | +17.2% | 2.32% | +16.0% |
| Q2 2022 | $28,193,000 | -18.5% | 124,621 | -3.3% | 2.00% | -5.8% |
| Q1 2022 | $34,573,000 | +0.6% | 128,840 | +6.2% | 2.12% | -0.9% |
| Q4 2021 | $34,351,000 | +16.8% | 121,348 | +8.6% | 2.14% | -4.6% |
| Q3 2021 | $29,400,000 | +2.9% | 111,757 | +5.1% | 2.24% | +2.2% |
| Q2 2021 | $28,574,000 | +20.9% | 106,330 | +17.1% | 2.19% | +8.9% |
| Q1 2021 | $23,629,000 | +77.9% | 90,784 | +57.1% | 2.01% | +59.9% |
| Q4 2020 | $13,281,000 | +16.5% | 57,785 | -6.1% | 1.26% | +45.0% |
| Q3 2020 | $11,403,000 | +2.7% | 61,535 | -1.4% | 0.87% | -42.0% |
| Q2 2020 | $11,098,000 | +1210.3% | 62,410 | +960.3% | 1.50% | +1000.7% |
| Q1 2020 | $847,000 | -22.9% | 5,886 | +10.2% | 0.14% | -12.8% |
| Q4 2019 | $1,099,000 | +12.9% | 5,341 | +6.1% | 0.16% | -2.5% |
| Q3 2019 | $973,000 | +21.6% | 5,034 | +22.3% | 0.16% | -15.3% |
| Q2 2019 | $800,000 | +38.6% | 4,117 | +35.1% | 0.19% | +47.7% |
| Q1 2019 | $577,000 | – | 3,047 | – | 0.13% | – |
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% |