ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $14,716 | +164.0% | 52,584 | +136.3% | 0.24% | +139.0% |
Q3 2023 | $5,574 | +4.5% | 22,251 | +9.1% | 0.10% | +8.7% |
Q2 2023 | $5,332 | +3.2% | 20,391 | -1.3% | 0.09% | -8.0% |
Q1 2023 | $5,166 | +11.4% | 20,651 | +7.7% | 0.10% | +7.5% |
Q4 2022 | $4,636 | -99.9% | 19,167 | +3.3% | 0.09% | +6.9% |
Q3 2022 | $4,069,000 | +3.6% | 18,559 | +6.9% | 0.09% | +8.8% |
Q2 2022 | $3,928,000 | -6.2% | 17,365 | +11.3% | 0.08% | +9.6% |
Q1 2022 | $4,186,000 | -3.0% | 15,599 | +2.3% | 0.07% | 0.0% |
Q4 2021 | $4,316,000 | +19.7% | 15,247 | +11.3% | 0.07% | +5.8% |
Q3 2021 | $3,605,000 | +8.0% | 13,703 | +10.4% | 0.07% | +7.8% |
Q2 2021 | $3,337,000 | +14.6% | 12,416 | +11.0% | 0.06% | +8.5% |
Q1 2021 | $2,913,000 | +55.8% | 11,190 | +37.5% | 0.06% | +47.5% |
Q4 2020 | $1,870,000 | +26.2% | 8,137 | +1.8% | 0.04% | +14.3% |
Q3 2020 | $1,482,000 | +17.0% | 7,996 | +12.2% | 0.04% | +6.1% |
Q2 2020 | $1,267,000 | +62.9% | 7,125 | +31.8% | 0.03% | +37.5% |
Q1 2020 | $778,000 | -23.9% | 5,405 | +2.2% | 0.02% | -11.1% |
Q3 2019 | $1,022,000 | +18.6% | 5,291 | +19.3% | 0.03% | -15.6% |
Q2 2019 | $862,000 | +2.6% | 4,435 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $840,000 | +12.6% | 4,435 | -1.3% | 0.03% | 0.0% |
Q4 2018 | $746,000 | -33.6% | 4,492 | -19.6% | 0.03% | -23.8% |
Q3 2018 | $1,124,000 | +91.5% | 5,584 | +85.1% | 0.04% | +75.0% |
Q2 2018 | $587,000 | +14.6% | 3,016 | +10.5% | 0.02% | +14.3% |
Q1 2018 | $512,000 | -19.6% | 2,729 | -18.6% | 0.02% | -16.0% |
Q4 2017 | $637,000 | +0.2% | 3,354 | -5.6% | 0.02% | -7.4% |
Q3 2017 | $636,000 | +12.4% | 3,554 | +9.2% | 0.03% | +8.0% |
Q2 2017 | $566,000 | +18.4% | 3,254 | +16.7% | 0.02% | +13.6% |
Q1 2017 | $478,000 | +3.7% | 2,789 | 0.0% | 0.02% | 0.0% |
Q4 2016 | $461,000 | +7.0% | 2,789 | 0.0% | 0.02% | +4.8% |
Q3 2016 | $431,000 | -4.9% | 2,789 | -7.9% | 0.02% | -4.5% |
Q2 2016 | $453,000 | +17.4% | 3,029 | +13.2% | 0.02% | +15.8% |
Q1 2016 | $386,000 | -3.7% | 2,676 | -7.0% | 0.02% | -9.5% |
Q4 2015 | $401,000 | +2.0% | 2,876 | 0.0% | 0.02% | -4.5% |
Q3 2015 | $393,000 | -8.8% | 2,876 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $431,000 | -1.4% | 2,876 | 0.0% | 0.02% | 0.0% |
Q1 2015 | $437,000 | +4.0% | 2,876 | -0.9% | 0.02% | +10.0% |
Q4 2014 | $420,000 | +5.8% | 2,901 | 0.0% | 0.02% | +5.3% |
Q3 2014 | $397,000 | -5.9% | 2,901 | -1.5% | 0.02% | -5.0% |
Q2 2014 | $422,000 | +11.3% | 2,946 | +6.9% | 0.02% | +5.3% |
Q1 2014 | $379,000 | -0.8% | 2,756 | -3.5% | 0.02% | 0.0% |
Q4 2013 | $382,000 | +14.4% | 2,856 | +6.2% | 0.02% | +5.6% |
Q3 2013 | $334,000 | +7.7% | 2,688 | 0.0% | 0.02% | +5.9% |
Q2 2013 | $310,000 | – | 2,688 | – | 0.02% | – |
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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% |