ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,723 | -4.9% | 1,194 | -0.3% | 0.16% | +9.4% |
| Q2 2023 | $312,991 | +0.1% | 1,197 | -4.2% | 0.15% | -3.9% |
| Q1 2023 | $312,699 | -17.3% | 1,250 | -20.1% | 0.16% | -17.1% |
| Q4 2022 | $378,315 | +40.1% | 1,564 | +26.7% | 0.19% | +27.2% |
| Q3 2022 | $270,000 | -15.9% | 1,234 | -13.2% | 0.15% | -9.3% |
| Q2 2022 | $321,000 | +2.9% | 1,421 | +22.4% | 0.16% | +20.9% |
| Q1 2022 | $312,000 | -25.2% | 1,161 | -21.1% | 0.13% | -21.2% |
| Q4 2021 | $417,000 | +39.0% | 1,471 | +28.9% | 0.17% | +25.0% |
| Q3 2021 | $300,000 | -32.1% | 1,141 | -30.5% | 0.14% | -30.6% |
| Q2 2021 | $442,000 | -13.8% | 1,642 | -16.7% | 0.20% | -16.9% |
| Q1 2021 | $513,000 | +35.4% | 1,971 | +19.5% | 0.24% | +26.9% |
| Q4 2020 | $379,000 | -2.3% | 1,649 | -21.3% | 0.19% | -10.1% |
| Q3 2020 | $388,000 | +43.2% | 2,094 | +37.0% | 0.21% | +34.4% |
| Q2 2020 | $271,000 | +9.7% | 1,528 | -11.1% | 0.15% | +14.1% |
| Q1 2020 | $247,000 | -31.8% | 1,718 | -2.3% | 0.14% | -5.6% |
| Q4 2019 | $362,000 | +8.4% | 1,758 | +1.7% | 0.14% | -2.7% |
| Q3 2019 | $334,000 | -3.2% | 1,728 | -2.8% | 0.15% | -2.0% |
| Q2 2019 | $345,000 | -15.2% | 1,778 | -17.3% | 0.15% | -15.3% |
| Q1 2019 | $407,000 | +29.2% | 2,151 | +13.4% | 0.18% | +11.3% |
| Q4 2018 | $315,000 | -18.6% | 1,896 | -1.3% | 0.16% | +3.2% |
| Q3 2018 | $387,000 | +4.9% | 1,921 | +1.3% | 0.15% | +6.2% |
| Q2 2018 | $369,000 | +8.2% | 1,896 | +4.2% | 0.14% | +7.4% |
| Q1 2018 | $341,000 | +68.8% | 1,819 | +25.4% | 0.14% | +90.1% |
| Q4 2015 | $202,000 | – | 1,451 | – | 0.07% | – |
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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% |