ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,004,000 | -1.6% | 4,577 | +1.6% | 0.23% | +10.6% |
| Q2 2022 | $1,020,000 | -25.9% | 4,507 | -12.1% | 0.21% | -20.0% |
| Q1 2022 | $1,376,000 | -17.0% | 5,128 | -12.4% | 0.26% | +10.6% |
| Q4 2021 | $1,657,000 | +13.6% | 5,855 | +5.6% | 0.24% | +22.4% |
| Q3 2021 | $1,459,000 | -6.1% | 5,546 | -4.0% | 0.19% | -2.5% |
| Q2 2021 | $1,553,000 | -18.6% | 5,780 | -21.2% | 0.20% | -22.1% |
| Q1 2021 | $1,908,000 | +224.5% | 7,331 | +186.7% | 0.25% | +212.3% |
| Q4 2020 | $588,000 | +24.1% | 2,557 | +0.0% | 0.08% | +14.1% |
| Q3 2020 | $474,000 | -7.4% | 2,556 | -11.2% | 0.07% | -15.5% |
| Q2 2020 | $512,000 | -63.1% | 2,878 | -70.2% | 0.08% | -67.6% |
| Q1 2020 | $1,389,000 | -36.9% | 9,654 | -9.8% | 0.26% | -21.0% |
| Q4 2019 | $2,202,000 | -5.8% | 10,700 | -11.6% | 0.33% | -4.9% |
| Q3 2019 | $2,338,000 | -24.4% | 12,099 | -24.0% | 0.34% | -16.9% |
| Q2 2019 | $3,093,000 | +16.5% | 15,920 | +13.5% | 0.42% | +16.6% |
| Q1 2019 | $2,656,000 | +53.7% | 14,025 | +34.8% | 0.36% | +34.3% |
| Q4 2018 | $1,728,000 | -11.2% | 10,404 | +7.6% | 0.26% | +2.7% |
| Q3 2018 | $1,946,000 | +8.9% | 9,666 | +5.4% | 0.26% | -4.8% |
| Q2 2018 | $1,787,000 | +9.8% | 9,174 | +5.8% | 0.27% | +10.2% |
| Q1 2018 | $1,627,000 | +0.9% | 8,673 | +2.1% | 0.25% | +2.9% |
| Q4 2017 | $1,613,000 | +7.6% | 8,497 | +1.4% | 0.24% | -8.4% |
| Q3 2017 | $1,499,000 | +2.1% | 8,382 | -0.7% | 0.26% | +8.3% |
| Q2 2017 | $1,468,000 | +2.4% | 8,437 | +0.8% | 0.24% | -8.4% |
| Q1 2017 | $1,433,000 | +14.8% | 8,367 | +10.9% | 0.26% | -0.4% |
| Q4 2016 | $1,248,000 | +15.8% | 7,546 | +8.3% | 0.26% | +15.3% |
| Q3 2016 | $1,078,000 | +5.2% | 6,970 | +1.6% | 0.23% | +0.4% |
| Q2 2016 | $1,025,000 | -0.8% | 6,860 | -4.2% | 0.23% | -2.1% |
| Q1 2016 | $1,033,000 | +308.3% | 7,161 | +295.0% | 0.23% | +308.8% |
| Q4 2015 | $253,000 | +15.0% | 1,813 | +12.5% | 0.06% | -3.4% |
| Q3 2015 | $220,000 | -21.7% | 1,612 | -14.0% | 0.06% | -15.7% |
| Q2 2015 | $281,000 | -4.1% | 1,874 | -2.9% | 0.07% | -9.1% |
| Q1 2015 | $293,000 | +25.8% | 1,930 | +19.7% | 0.08% | +22.2% |
| Q4 2014 | $233,000 | +5.9% | 1,612 | 0.0% | 0.06% | +1.6% |
| Q3 2014 | $220,000 | -4.8% | 1,612 | 0.0% | 0.06% | +40.9% |
| Q2 2014 | $231,000 | +4.1% | 1,612 | 0.0% | 0.04% | -33.3% |
| Q1 2014 | $222,000 | +2.8% | 1,612 | 0.0% | 0.07% | +20.0% |
| Q4 2013 | $216,000 | – | 1,612 | – | 0.06% | – |
Download | ||||||
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% |