ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,445,423 | -32.2% | 5,803 | -28.8% | 0.79% | -17.1% |
| Q2 2023 | $2,131,323 | -8.5% | 8,151 | -12.5% | 0.95% | -6.0% |
| Q1 2023 | $2,329,740 | +1.1% | 9,313 | -2.2% | 1.01% | -3.0% |
| Q4 2022 | $2,304,244 | +2.1% | 9,526 | -7.4% | 1.04% | +1.6% |
| Q3 2022 | $2,256,000 | -0.8% | 10,290 | +2.4% | 1.03% | +12.4% |
| Q2 2022 | $2,274,000 | -20.6% | 10,051 | -5.8% | 0.91% | -11.3% |
| Q1 2022 | $2,863,000 | -6.4% | 10,670 | -1.2% | 1.03% | +24.4% |
| Q4 2021 | $3,058,000 | +18.2% | 10,801 | +9.8% | 0.83% | +19.3% |
| Q3 2021 | $2,587,000 | +0.6% | 9,834 | +2.8% | 0.69% | +18.2% |
| Q2 2021 | $2,572,000 | +8.0% | 9,570 | +4.6% | 0.59% | -33.2% |
| Q1 2021 | $2,382,000 | -30.3% | 9,150 | -38.4% | 0.88% | -0.5% |
| Q4 2020 | $3,416,000 | +34.5% | 14,864 | +8.4% | 0.88% | +1.8% |
| Q3 2020 | $2,540,000 | -6.2% | 13,708 | -10.0% | 0.87% | -17.4% |
| Q2 2020 | $2,707,000 | +1.8% | 15,226 | -17.7% | 1.05% | -18.2% |
| Q1 2020 | $2,660,000 | -12.2% | 18,491 | +25.6% | 1.28% | -41.4% |
| Q4 2019 | $3,031,000 | +8.0% | 14,725 | +1.4% | 2.19% | +9.8% |
| Q3 2019 | $2,807,000 | -0.5% | 14,525 | 0.0% | 1.99% | -7.8% |
| Q2 2019 | $2,822,000 | -37.5% | 14,525 | -45.1% | 2.16% | -0.6% |
| Q1 2019 | $4,516,000 | 0.0% | 26,442 | 0.0% | 2.18% | -1.3% |
| Q4 2018 | $4,516,000 | -20.4% | 26,442 | -4.8% | 2.20% | +32.7% |
| Q3 2018 | $5,670,000 | -5.7% | 27,770 | -10.1% | 1.66% | -0.2% |
| Q2 2018 | $6,013,000 | +12.0% | 30,873 | +7.9% | 1.66% | +3.0% |
| Q1 2018 | $5,367,000 | +61.9% | 28,613 | +63.8% | 1.62% | +14.5% |
| Q4 2017 | $3,315,000 | -9.5% | 17,465 | -14.7% | 1.41% | +28.2% |
| Q3 2017 | $3,662,000 | +6.5% | 20,472 | +3.6% | 1.10% | -2.8% |
| Q2 2017 | $3,438,000 | +0.9% | 19,767 | -90.5% | 1.13% | +6.0% |
| Q1 2017 | $3,406,000 | +24.8% | 208,052 | +1159.9% | 1.07% | +18.4% |
| Q4 2016 | $2,730,000 | +93.5% | 16,513 | +81.1% | 0.90% | +98.0% |
| Q3 2016 | $1,411,000 | -34.1% | 9,120 | -36.3% | 0.46% | -30.4% |
| Q2 2016 | $2,140,000 | +37.6% | 14,324 | +32.9% | 0.66% | +30.7% |
| Q1 2016 | $1,555,000 | -39.6% | 10,774 | -41.8% | 0.50% | -37.8% |
| Q4 2015 | $2,573,000 | -62.7% | 18,523 | -63.9% | 0.81% | -57.7% |
| Q3 2015 | $6,897,000 | -6.0% | 51,286 | +1.8% | 1.91% | -0.6% |
| Q2 2015 | $7,339,000 | +41.9% | 50,397 | +46.2% | 1.92% | +35.0% |
| Q1 2015 | $5,171,000 | +554.6% | 34,482 | +422.5% | 1.42% | +515.6% |
| Q4 2014 | $790,000 | – | 6,600 | – | 0.23% | – |
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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% |