ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,525,557 | +92.6% | 46,222 | +101.9% | 0.20% | +89.8% |
| Q2 2023 | $5,984,826 | +15.2% | 22,888 | +10.2% | 0.11% | +10.2% |
| Q1 2023 | $5,193,855 | -1.0% | 20,762 | -4.2% | 0.10% | -8.4% |
| Q4 2022 | $5,243,930 | +4.9% | 21,678 | -4.9% | 0.11% | -2.7% |
| Q3 2022 | $4,997,000 | +9.5% | 22,791 | +13.0% | 0.11% | +14.6% |
| Q2 2022 | $4,562,000 | -13.4% | 20,166 | +2.7% | 0.10% | +4.3% |
| Q1 2022 | $5,267,000 | +36.3% | 19,628 | +43.8% | 0.09% | +33.3% |
| Q4 2021 | $3,865,000 | +0.1% | 13,652 | -7.0% | 0.07% | -1.4% |
| Q3 2021 | $3,860,000 | +0.4% | 14,674 | +2.6% | 0.07% | -5.4% |
| Q2 2021 | $3,845,000 | -5.9% | 14,308 | -8.8% | 0.07% | -17.8% |
| Q1 2021 | $4,085,000 | +19.9% | 15,694 | +5.9% | 0.09% | +9.8% |
| Q4 2020 | $3,407,000 | +36.1% | 14,825 | +9.8% | 0.08% | +7.9% |
| Q3 2020 | $2,503,000 | -22.8% | 13,507 | -25.9% | 0.08% | -31.5% |
| Q2 2020 | $3,242,000 | -80.1% | 18,231 | -76.9% | 0.11% | -74.8% |
| Q4 2019 | $16,276,000 | +122.3% | 79,077 | +108.7% | 0.44% | +69.0% |
| Q3 2019 | $7,321,000 | -15.1% | 37,889 | -18.2% | 0.26% | -18.9% |
| Q2 2019 | $8,623,000 | -33.0% | 46,342 | -31.8% | 0.32% | -40.8% |
| Q1 2019 | $12,865,000 | +58.9% | 67,925 | +39.3% | 0.54% | +51.5% |
| Q4 2018 | $8,095,000 | -83.4% | 48,746 | -79.9% | 0.36% | -81.4% |
| Q3 2018 | $48,786,000 | +11.2% | 242,368 | +7.6% | 1.93% | +0.1% |
| Q2 2018 | $43,855,000 | +11.9% | 225,151 | +7.8% | 1.93% | +2.0% |
| Q1 2018 | $39,176,000 | -1.8% | 208,859 | -0.7% | 1.89% | -4.7% |
| Q4 2017 | $39,901,000 | +10.2% | 210,250 | +3.9% | 1.98% | +0.6% |
| Q3 2017 | $36,208,000 | +10.1% | 202,395 | +7.0% | 1.97% | -2.0% |
| Q2 2017 | $32,890,000 | +21.2% | 189,079 | +19.3% | 2.01% | +13.8% |
| Q1 2017 | $27,141,000 | -14.7% | 158,518 | -17.6% | 1.77% | -27.1% |
| Q4 2016 | $31,806,000 | +9.8% | 192,370 | +2.8% | 2.43% | -8.8% |
| Q3 2016 | $28,965,000 | +1.9% | 187,221 | -0.6% | 2.66% | -13.1% |
| Q2 2016 | $28,423,000 | +15.8% | 188,432 | +10.7% | 3.06% | +9.8% |
| Q1 2016 | $24,535,000 | +36.9% | 170,156 | +23.9% | 2.79% | +41.6% |
| Q4 2015 | $17,923,000 | +458.3% | 137,375 | +484.6% | 1.97% | +343.7% |
| Q3 2015 | $3,210,000 | -78.7% | 23,500 | -76.6% | 0.44% | -74.9% |
| Q2 2015 | $15,051,000 | +29.0% | 100,356 | +30.7% | 1.77% | +33.8% |
| Q1 2015 | $11,670,000 | +31.3% | 76,783 | +25.1% | 1.32% | +39.8% |
| Q4 2014 | $8,891,000 | +28.0% | 61,401 | +20.9% | 0.94% | +33.1% |
| Q3 2014 | $6,944,000 | +6.2% | 50,783 | +11.1% | 0.71% | +8.7% |
| Q2 2014 | $6,541,000 | +16.7% | 45,713 | +12.1% | 0.65% | +14.4% |
| Q1 2014 | $5,605,000 | -28.3% | 40,773 | -30.2% | 0.57% | -26.7% |
| Q4 2013 | $7,820,000 | +191.7% | 58,442 | +170.6% | 0.78% | +179.2% |
| Q3 2013 | $2,681,000 | +288.0% | 21,599 | +260.9% | 0.28% | +232.1% |
| Q2 2013 | $691,000 | – | 5,984 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |