ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,338,061 | +458.0% | 1,437,089 | +484.2% | 2.73% | +185.2% |
| Q2 2023 | $64,215,308 | +0.4% | 245,994 | -4.1% | 0.96% | -7.6% |
| Q1 2023 | $63,967,455 | -49.1% | 256,596 | -50.8% | 1.04% | -3.2% |
| Q4 2022 | $125,631,428 | +9.7% | 521,324 | -0.3% | 1.07% | +3.6% |
| Q3 2022 | $114,497,654 | +89.3% | 522,656 | +95.5% | 1.03% | -22.4% |
| Q2 2022 | $60,473,465 | -14.2% | 267,310 | +1.7% | 1.33% | -19.0% |
| Q1 2022 | $70,501,000 | -4.8% | 262,721 | -1.5% | 1.64% | -10.9% |
| Q4 2021 | $74,038,000 | +4.7% | 266,785 | -0.8% | 1.85% | -10.6% |
| Q3 2021 | $70,745,000 | -2.9% | 268,921 | -0.8% | 2.07% | -5.5% |
| Q2 2021 | $72,883,000 | -0.2% | 271,212 | -3.3% | 2.19% | -11.4% |
| Q1 2021 | $73,010,000 | +11.5% | 280,506 | -1.6% | 2.47% | -8.3% |
| Q4 2020 | $65,503,000 | +15722.0% | 285,008 | +12663.5% | 2.69% | +5877.8% |
| Q3 2020 | $414,000 | +4.8% | 2,233 | +0.5% | 0.04% | -4.3% |
| Q2 2020 | $395,000 | +24.2% | 2,222 | +0.3% | 0.05% | +4.4% |
| Q1 2020 | $318,000 | -93.1% | 2,215 | -1.4% | 0.04% | -10.0% |
| Q4 2019 | $4,626,000 | +951.4% | 2,246 | -1.2% | 0.05% | -12.3% |
| Q3 2019 | $440,000 | -36.5% | 2,273 | -36.2% | 0.06% | -30.5% |
| Q2 2019 | $693,000 | +12.9% | 3,561 | +9.8% | 0.08% | +5.1% |
| Q1 2019 | $614,000 | +91.3% | 3,242 | +67.5% | 0.08% | -15.2% |
| Q4 2018 | $321,000 | -16.4% | 1,935 | +1.2% | 0.09% | -23.3% |
| Q3 2018 | $384,000 | +3.5% | 1,913 | +0.5% | 0.12% | -56.0% |
| Q2 2018 | $371,000 | +0.5% | 1,903 | -3.5% | 0.27% | +32.5% |
| Q1 2018 | $369,000 | -2.4% | 1,972 | -9.4% | 0.21% | +29.6% |
| Q2 2017 | $378,000 | +5.0% | 2,177 | +3.7% | 0.16% | -19.7% |
| Q1 2017 | $360,000 | +3.7% | 2,100 | 0.0% | 0.20% | -10.4% |
| Q4 2016 | $347,000 | +3370.0% | 2,100 | +2900.0% | 0.22% | +2110.0% |
| Q2 2016 | $10,000 | 0.0% | 70 | 0.0% | 0.01% | -50.0% |
| Q1 2016 | $10,000 | -96.0% | 70 | -96.8% | 0.02% | -93.2% |
| Q2 2013 | $253,000 | – | 2,187 | – | 0.29% | – |
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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% |