ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,153,377 | +3.6% | 56,761 | +8.6% | 0.38% | +4.4% |
| Q2 2023 | $13,662,756 | +4.8% | 52,252 | +0.2% | 0.36% | +0.8% |
| Q1 2023 | $13,039,182 | +5.4% | 52,123 | +2.0% | 0.36% | -4.7% |
| Q4 2022 | $12,365,501 | +23.7% | 51,120 | +12.1% | 0.38% | +7.4% |
| Q3 2022 | $9,997,000 | +8.4% | 45,595 | +11.9% | 0.35% | +12.1% |
| Q2 2022 | $9,222,000 | -42.4% | 40,762 | -31.7% | 0.32% | -33.1% |
| Q1 2022 | $16,015,000 | +81.3% | 59,684 | +91.3% | 0.47% | +85.4% |
| Q4 2021 | $8,831,000 | +42.2% | 31,198 | +32.2% | 0.25% | +28.9% |
| Q3 2021 | $6,209,000 | +21.5% | 23,602 | +24.1% | 0.20% | +22.4% |
| Q2 2021 | $5,111,000 | +9.2% | 19,019 | +5.8% | 0.16% | -7.5% |
| Q1 2021 | $4,680,000 | +15.1% | 17,984 | +1.7% | 0.17% | +6.7% |
| Q4 2020 | $4,066,000 | +1.2% | 17,691 | -18.4% | 0.16% | -13.8% |
| Q3 2020 | $4,019,000 | -6.2% | 21,687 | -10.0% | 0.19% | -19.6% |
| Q2 2020 | $4,285,000 | +4.8% | 24,100 | -15.2% | 0.24% | -12.0% |
| Q1 2020 | $4,089,000 | -22.4% | 28,421 | +11.0% | 0.27% | -3.6% |
| Q4 2019 | $5,269,000 | -5.3% | 25,600 | -10.7% | 0.28% | -18.8% |
| Q3 2019 | $5,566,000 | 0.0% | 28,653 | 0.0% | 0.34% | 0.0% |
| Q2 2019 | $5,566,000 | +9.6% | 28,653 | +6.9% | 0.34% | -4.5% |
| Q1 2019 | $5,078,000 | +11.1% | 26,810 | -2.6% | 0.36% | -10.5% |
| Q4 2018 | $4,572,000 | -58.6% | 27,530 | -49.9% | 0.40% | -50.6% |
| Q3 2018 | $11,053,000 | -6.3% | 54,916 | -7.1% | 0.81% | -10.1% |
| Q2 2018 | $11,793,000 | +56.3% | 59,129 | +47.0% | 0.90% | +48.9% |
| Q1 2018 | $7,545,000 | +3.1% | 40,223 | +4.4% | 0.60% | -5.5% |
| Q4 2017 | $7,315,000 | +75.1% | 38,545 | +65.1% | 0.64% | +33.5% |
| Q3 2017 | $4,177,000 | +60.8% | 23,350 | +56.4% | 0.48% | +41.4% |
| Q2 2017 | $2,597,000 | -36.8% | 14,929 | -37.8% | 0.34% | -43.4% |
| Q1 2017 | $4,111,000 | +122.5% | 24,008 | +101.0% | 0.60% | +72.0% |
| Q3 2016 | $1,848,000 | +107.6% | 11,942 | +100.4% | 0.35% | +71.8% |
| Q2 2016 | $890,000 | +1.8% | 5,958 | -1.7% | 0.20% | -15.5% |
| Q1 2016 | $874,000 | -13.3% | 6,061 | -16.3% | 0.24% | -26.2% |
| Q4 2015 | $1,008,000 | -4.3% | 7,238 | -6.1% | 0.32% | +1.9% |
| Q3 2015 | $1,053,000 | -15.9% | 7,710 | -7.4% | 0.32% | -13.8% |
| Q2 2015 | $1,252,000 | -23.4% | 8,323 | -21.9% | 0.37% | -18.2% |
| Q1 2015 | $1,635,000 | +75.6% | 10,659 | +62.8% | 0.45% | +55.0% |
| Q4 2014 | $931,000 | +233.7% | 6,547 | +220.9% | 0.29% | +185.3% |
| Q3 2014 | $279,000 | -36.2% | 2,040 | -33.2% | 0.10% | -44.9% |
| Q2 2014 | $437,000 | +62.5% | 3,053 | +56.2% | 0.18% | +33.1% |
| Q1 2014 | $269,000 | -51.0% | 1,954 | -52.4% | 0.14% | -49.6% |
| Q4 2013 | $549,000 | – | 4,105 | – | 0.28% | – |
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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% |