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 2023 | $3,586,297 | -11.6% | 14,723 | -1.8% | 0.47% | -8.8% |
| Q2 2023 | $4,059,021 | +10.8% | 14,992 | -1.6% | 0.51% | +2.6% |
| Q1 2023 | $3,662,388 | -10.0% | 15,243 | -1.0% | 0.50% | -10.9% |
| Q4 2022 | $4,068,769 | +10.3% | 15,395 | -2.6% | 0.56% | +0.4% |
| Q3 2022 | $3,688,000 | -7.7% | 15,814 | -4.5% | 0.56% | -2.6% |
| Q2 2022 | $3,996,000 | -9.4% | 16,561 | -2.6% | 0.57% | -8.5% |
| Q1 2022 | $4,409,000 | -20.8% | 17,006 | -13.5% | 0.63% | -14.9% |
| Q4 2021 | $5,567,000 | +3.3% | 19,667 | +0.3% | 0.74% | -8.8% |
| Q3 2021 | $5,387,000 | +2.9% | 19,616 | -1.2% | 0.81% | +0.9% |
| Q2 2021 | $5,237,000 | -3.7% | 19,860 | -3.6% | 0.80% | -7.1% |
| Q1 2021 | $5,437,000 | +7.4% | 20,608 | -6.4% | 0.86% | -0.7% |
| Q4 2020 | $5,061,000 | +25.5% | 22,020 | -2.9% | 0.87% | -0.2% |
| Q2 2020 | $4,033,000 | +22.8% | 22,681 | -0.6% | 0.87% | -13.2% |
| Q1 2020 | $3,283,000 | -31.3% | 22,818 | -1.7% | 1.00% | -30.7% |
| Q4 2019 | $4,779,000 | -4.9% | 23,218 | -10.7% | 1.44% | -12.3% |
| Q3 2019 | $5,024,000 | +1099.0% | 26,002 | +119.4% | 1.65% | +1067.4% |
| Q2 2019 | $419,000 | -91.7% | 11,851 | -55.6% | 0.14% | -92.1% |
| Q1 2019 | $5,053,000 | -3.7% | 26,680 | +2.4% | 1.79% | -5.1% |
| Q4 2018 | $5,245,000 | 0.0% | 26,057 | 0.0% | 1.88% | 0.0% |
| Q3 2018 | $5,245,000 | +6.4% | 26,057 | +2.9% | 1.88% | +1.2% |
| Q2 2018 | $4,931,000 | +1.6% | 25,317 | -2.1% | 1.86% | +1.1% |
| Q1 2018 | $4,853,000 | +939.2% | 25,871 | +110.5% | 1.84% | +975.4% |
| Q4 2017 | $467,000 | -89.6% | 12,288 | -51.0% | 0.17% | -90.1% |
| Q3 2017 | $4,484,000 | +0.4% | 25,065 | -2.3% | 1.73% | -3.8% |
| Q2 2017 | $4,465,000 | -9.2% | 25,668 | -10.7% | 1.80% | -10.7% |
| Q1 2017 | $4,920,000 | -13.7% | 28,732 | -16.7% | 2.02% | -18.5% |
| Q4 2016 | $5,702,000 | +6.5% | 34,485 | -0.4% | 2.48% | +3.9% |
| Q3 2016 | $5,356,000 | +1.9% | 34,619 | -1.6% | 2.38% | +0.7% |
| Q2 2016 | $5,258,000 | +2.9% | 35,198 | -0.7% | 2.37% | +0.5% |
| Q1 2016 | $5,111,000 | +4.0% | 35,449 | +0.5% | 2.36% | +1.6% |
| Q4 2015 | $4,913,000 | +1.2% | 35,262 | -0.8% | 2.32% | -10.5% |
| Q3 2015 | $4,856,000 | -9.4% | 35,546 | -0.5% | 2.59% | -4.6% |
| Q2 2015 | $5,357,000 | -2.1% | 35,715 | -0.8% | 2.72% | -2.3% |
| Q1 2015 | $5,474,000 | -1.8% | 36,015 | -6.5% | 2.78% | -7.0% |
| Q4 2014 | $5,576,000 | +14.4% | 38,511 | +8.1% | 2.99% | +9.1% |
| Q3 2014 | $4,872,000 | -5.8% | 35,631 | -1.5% | 2.74% | -5.3% |
| Q2 2014 | $5,174,000 | -0.3% | 36,159 | -4.2% | 2.89% | +0.6% |
| Q1 2014 | $5,188,000 | -0.1% | 37,736 | -2.7% | 2.88% | +6.4% |
| Q4 2013 | $5,192,000 | +7.5% | 38,802 | -0.2% | 2.70% | +2.5% |
| Q3 2013 | $4,828,000 | +7.5% | 38,888 | +0.0% | 2.64% | +3.0% |
| Q2 2013 | $4,491,000 | – | 38,886 | – | 2.56% | – |
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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% |