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 | $338,368 | -10.3% | 1,357 | -6.0% | 0.05% | -8.6% |
| Q2 2023 | $377,316 | +11.1% | 1,443 | +6.3% | 0.06% | +9.4% |
| Q1 2023 | $339,468 | +3.4% | 1,357 | 0.0% | 0.05% | -1.9% |
| Q4 2022 | $328,245 | +10.1% | 1,357 | 0.0% | 0.05% | -6.9% |
| Q3 2022 | $298,000 | -2.9% | 1,357 | 0.0% | 0.06% | +11.5% |
| Q2 2022 | $307,000 | -15.7% | 1,357 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $364,000 | -5.2% | 1,357 | 0.0% | 0.05% | -3.7% |
| Q4 2021 | $384,000 | +7.6% | 1,357 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $357,000 | -2.2% | 1,357 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $365,000 | +3.4% | 1,357 | 0.0% | 0.05% | -1.8% |
| Q1 2021 | $353,000 | +13.1% | 1,357 | 0.0% | 0.06% | +7.8% |
| Q4 2020 | $312,000 | +24.3% | 1,357 | 0.0% | 0.05% | +8.5% |
| Q3 2020 | $251,000 | -1.6% | 1,357 | -5.4% | 0.05% | -9.6% |
| Q2 2020 | $255,000 | +23.8% | 1,434 | 0.0% | 0.05% | +2.0% |
| Q1 2020 | $206,000 | -30.2% | 1,434 | 0.0% | 0.05% | -15.0% |
| Q4 2019 | $295,000 | +6.5% | 1,434 | 0.0% | 0.06% | -1.6% |
| Q3 2019 | $277,000 | -14.2% | 1,434 | -13.7% | 0.06% | -14.1% |
| Q2 2019 | $323,000 | +2.5% | 1,662 | 0.0% | 0.07% | -2.7% |
| Q1 2019 | $315,000 | +14.1% | 1,662 | 0.0% | 0.07% | -1.4% |
| Q4 2018 | $276,000 | -17.6% | 1,662 | 0.0% | 0.07% | -1.3% |
| Q3 2018 | $335,000 | +3.4% | 1,662 | 0.0% | 0.08% | -3.8% |
| Q2 2018 | $324,000 | – | 1,662 | – | 0.08% | – |
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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% |