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 | $14,138,403 | -17.2% | 56,701 | +228.9% | 0.22% | -11.0% |
| Q2 2023 | $17,077,174 | +353.1% | 17,241 | -75.3% | 0.25% | +278.5% |
| Q1 2023 | $3,768,792 | -66.7% | 69,818 | +49.2% | 0.06% | -68.1% |
| Q4 2022 | $11,317,597 | +257.0% | 46,788 | +223.6% | 0.20% | +183.3% |
| Q3 2022 | $3,170,000 | +2.6% | 14,458 | +5.9% | 0.07% | +2.9% |
| Q2 2022 | $3,089,000 | -15.5% | 13,654 | +0.2% | 0.07% | -12.5% |
| Q1 2022 | $3,655,000 | -8.1% | 13,620 | -3.1% | 0.08% | -14.9% |
| Q4 2021 | $3,978,000 | +44.8% | 14,052 | +34.5% | 0.09% | +25.3% |
| Q3 2021 | $2,748,000 | -8.4% | 10,446 | -6.4% | 0.08% | -9.6% |
| Q2 2021 | $2,999,000 | +1.7% | 11,160 | -1.5% | 0.08% | -11.7% |
| Q1 2021 | $2,950,000 | +47.6% | 11,333 | +30.4% | 0.09% | +34.3% |
| Q4 2020 | $1,998,000 | +39.1% | 8,694 | +12.2% | 0.07% | +12.9% |
| Q3 2020 | $1,436,000 | -6.4% | 7,751 | -10.2% | 0.06% | -6.1% |
| Q2 2020 | $1,534,000 | -30.1% | 8,629 | -43.4% | 0.07% | -38.3% |
| Q1 2020 | $2,194,000 | -0.7% | 15,251 | +42.0% | 0.11% | +17.6% |
| Q4 2019 | $2,210,000 | +14.3% | 10,738 | +7.3% | 0.09% | -5.2% |
| Q3 2019 | $1,934,000 | +4.0% | 10,009 | +4.6% | 0.10% | -17.2% |
| Q2 2019 | $1,859,000 | +13.2% | 9,568 | +10.3% | 0.12% | -26.6% |
| Q1 2019 | $1,642,000 | +19.0% | 8,671 | +4.3% | 0.16% | +49.1% |
| Q4 2018 | $1,380,000 | -14.6% | 8,310 | +3.6% | 0.11% | -15.9% |
| Q3 2018 | $1,615,000 | +23.2% | 8,025 | +19.3% | 0.13% | +1.6% |
| Q2 2018 | $1,311,000 | +9.8% | 6,729 | +5.7% | 0.12% | +7.8% |
| Q1 2018 | $1,194,000 | -2.0% | 6,364 | -0.8% | 0.12% | -10.9% |
| Q4 2017 | $1,218,000 | +15.8% | 6,417 | +9.1% | 0.13% | +6.6% |
| Q3 2017 | $1,052,000 | -10.8% | 5,881 | -13.3% | 0.12% | -16.6% |
| Q2 2017 | $1,180,000 | +4.4% | 6,785 | +2.8% | 0.14% | -7.1% |
| Q1 2017 | $1,130,000 | +18.4% | 6,598 | +14.3% | 0.16% | +12.2% |
| Q4 2016 | $954,000 | +45.6% | 5,772 | +36.3% | 0.14% | +36.3% |
| Q3 2016 | $655,000 | -1.5% | 4,234 | -4.9% | 0.10% | -3.8% |
| Q2 2016 | $665,000 | +22.9% | 4,450 | +18.7% | 0.11% | +27.7% |
| Q1 2016 | $541,000 | -8.1% | 3,750 | -11.3% | 0.08% | -16.2% |
| Q4 2015 | $589,000 | +15.0% | 4,227 | +12.7% | 0.10% | +1.0% |
| Q3 2015 | $512,000 | -99.9% | 3,750 | -13.6% | 0.10% | -19.7% |
| Q2 2015 | $650,913,000 | -3.2% | 4,340 | -1.9% | 0.12% | -3.2% |
| Q1 2015 | $672,663,000 | +122648.7% | 4,426 | +16.9% | 0.13% | +40.0% |
| Q4 2014 | $548,000 | -16.7% | 3,785 | -21.4% | 0.09% | -15.9% |
| Q3 2014 | $658,000 | +6.0% | 4,813 | +10.9% | 0.11% | -25.7% |
| Q2 2014 | $621,000 | +6.9% | 4,339 | +2.7% | 0.14% | -9.4% |
| Q1 2014 | $581,000 | +2.8% | 4,223 | 0.0% | 0.16% | +8.2% |
| Q4 2013 | $565,000 | +7.8% | 4,223 | 0.0% | 0.15% | -10.9% |
| Q3 2013 | $524,000 | – | 4,223 | – | 0.16% | – |
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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% |