ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,320,341 | -7.3% | 545,106 | -3.0% | 0.66% | +15.9% |
| Q2 2023 | $146,995,157 | +96.4% | 562,165 | +87.4% | 0.57% | +225.0% |
| Q1 2023 | $74,839,593 | +265.7% | 300,022 | +254.7% | 0.18% | +34.4% |
| Q4 2022 | $20,462,773 | +63.4% | 84,596 | +48.1% | 0.13% | -13.2% |
| Q3 2022 | $12,526,000 | -5.1% | 57,128 | -2.1% | 0.15% | +3.4% |
| Q2 2022 | $13,200,000 | +72.8% | 58,347 | +104.9% | 0.15% | +22.7% |
| Q1 2022 | $7,639,000 | +41.0% | 28,470 | +48.8% | 0.12% | +45.1% |
| Q4 2021 | $5,416,000 | +16.9% | 19,134 | +8.6% | 0.08% | -19.6% |
| Q3 2021 | $4,634,000 | -4.1% | 17,614 | -2.1% | 0.10% | -3.8% |
| Q2 2021 | $4,834,000 | -0.2% | 17,989 | -3.4% | 0.11% | -7.8% |
| Q1 2021 | $4,846,000 | +12.1% | 18,619 | -1.0% | 0.12% | -17.3% |
| Q4 2020 | $4,322,000 | +15.8% | 18,804 | -6.6% | 0.14% | -9.7% |
| Q3 2020 | $3,732,000 | +1.3% | 20,139 | -2.8% | 0.15% | -24.5% |
| Q2 2020 | $3,684,000 | +19.0% | 20,719 | -3.7% | 0.20% | +4.6% |
| Q1 2020 | $3,096,000 | -35.5% | 21,517 | -7.7% | 0.20% | -20.4% |
| Q4 2019 | $4,799,000 | +33.5% | 23,313 | +25.3% | 0.24% | +16.1% |
| Q3 2019 | $3,594,000 | +21.9% | 18,599 | +22.5% | 0.21% | +13.4% |
| Q2 2019 | $2,949,000 | +46.1% | 15,180 | +42.4% | 0.19% | +36.8% |
| Q1 2019 | $2,018,000 | -15.3% | 10,657 | -25.7% | 0.14% | -15.0% |
| Q4 2018 | $2,382,000 | -9.6% | 14,343 | +9.6% | 0.16% | -12.1% |
| Q3 2018 | $2,635,000 | +12.8% | 13,090 | +9.2% | 0.18% | +5.2% |
| Q2 2018 | $2,335,000 | -3.0% | 11,989 | -6.6% | 0.17% | -6.0% |
| Q1 2018 | $2,408,000 | -3.2% | 12,836 | -2.0% | 0.18% | +10.2% |
| Q4 2017 | $2,487,000 | +31.3% | 13,103 | +23.7% | 0.17% | +24.6% |
| Q3 2017 | $1,894,000 | +2.5% | 10,589 | -1.8% | 0.13% | -13.0% |
| Q1 2017 | $1,847,000 | – | 10,786 | – | 0.15% | – |
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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% |