ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $884,634 | -7.4% | 3,548 | -2.9% | 0.05% | -12.9% |
Q2 2023 | $955,647 | +9.8% | 3,655 | +5.0% | 0.06% | -22.5% |
Q1 2023 | $870,523 | +6.5% | 3,480 | +3.0% | 0.08% | -41.2% |
Q4 2022 | $817,031 | +14.1% | 3,378 | +3.5% | 0.14% | -9.9% |
Q3 2022 | $716,000 | -5.3% | 3,265 | -2.3% | 0.15% | +15.3% |
Q2 2022 | $756,000 | -23.4% | 3,342 | -9.1% | 0.13% | +29.7% |
Q1 2022 | $987,000 | +11.4% | 3,678 | +17.5% | 0.10% | +18.8% |
Q4 2021 | $886,000 | +1.3% | 3,129 | -5.9% | 0.08% | -45.5% |
Q3 2021 | $875,000 | -26.1% | 3,325 | -24.5% | 0.16% | +17.3% |
Q2 2021 | $1,184,000 | -0.3% | 4,404 | -3.5% | 0.13% | +9.0% |
Q1 2021 | $1,188,000 | +2.7% | 4,566 | -9.3% | 0.12% | -22.8% |
Q4 2020 | $1,157,000 | +19.3% | 5,036 | -3.8% | 0.16% | -44.0% |
Q3 2020 | $970,000 | +115.6% | 5,235 | +107.0% | 0.28% | +63.0% |
Q2 2020 | $450,000 | +28.6% | 2,529 | +4.1% | 0.17% | -2.3% |
Q1 2020 | $350,000 | -31.4% | 2,430 | -1.9% | 0.18% | -35.6% |
Q4 2019 | $510,000 | -4.7% | 2,477 | -10.5% | 0.28% | -34.1% |
Q3 2019 | $535,000 | -52.4% | 2,767 | -52.2% | 0.42% | -54.0% |
Q2 2019 | $1,124,000 | -15.4% | 5,789 | -27.6% | 0.91% | -41.7% |
Q4 2018 | $1,328,000 | +17.6% | 8,000 | +42.6% | 1.55% | +89.7% |
Q3 2018 | $1,129,000 | +12.2% | 5,611 | +8.6% | 0.82% | +0.5% |
Q2 2018 | $1,006,000 | -4.1% | 5,167 | -7.6% | 0.82% | +0.4% |
Q1 2018 | $1,049,000 | +22.5% | 5,595 | +24.0% | 0.81% | +13.6% |
Q4 2017 | $856,000 | – | 4,511 | – | 0.72% | – |
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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% |