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 | $4,543,122 | +13.1% | 18,220 | +18.7% | 0.35% | +13.4% |
| Q2 2023 | $4,015,312 | +16.3% | 15,356 | +11.3% | 0.30% | +19.6% |
| Q1 2023 | $3,451,471 | -0.1% | 13,797 | +1.2% | 0.26% | -1.2% |
| Q4 2022 | $3,456,473 | +15.1% | 13,635 | +2.2% | 0.26% | +3.2% |
| Q3 2022 | $3,004,000 | -26.4% | 13,337 | -14.7% | 0.25% | -8.4% |
| Q1 2022 | $4,083,000 | +0.6% | 15,641 | +4.0% | 0.27% | +12.3% |
| Q3 2021 | $4,057,000 | +4.1% | 15,041 | +2.8% | 0.24% | -2.8% |
| Q1 2021 | $3,896,000 | +5.8% | 14,638 | -4.2% | 0.25% | -9.1% |
| Q4 2020 | $3,681,000 | +49.8% | 15,279 | +20.5% | 0.28% | +19.0% |
| Q3 2020 | $2,458,000 | +34.2% | 12,680 | +22.2% | 0.23% | +59.3% |
| Q2 2020 | $1,832,000 | +38.0% | 10,380 | +12.5% | 0.14% | +0.7% |
| Q1 2020 | $1,328,000 | -2.5% | 9,229 | +42.0% | 0.14% | +58.2% |
| Q4 2019 | $1,362,000 | +83.6% | 6,500 | +45.4% | 0.09% | +30.0% |
| Q4 2018 | $742,000 | -2.6% | 4,470 | +18.1% | 0.07% | +32.1% |
| Q3 2018 | $762,000 | +117.7% | 3,786 | +102.7% | 0.05% | +76.7% |
| Q2 2018 | $350,000 | -8.6% | 1,868 | -8.5% | 0.03% | -3.2% |
| Q1 2018 | $383,000 | -16.2% | 2,041 | -15.3% | 0.03% | -18.4% |
| Q4 2017 | $457,000 | -56.8% | 2,409 | -59.2% | 0.04% | -59.1% |
| Q3 2017 | $1,058,000 | +15.1% | 5,911 | +11.9% | 0.09% | -11.4% |
| Q2 2017 | $919,000 | -92.9% | 5,282 | -94.2% | 0.10% | -96.4% |
| Q2 2014 | $12,962,000 | +3.4% | 90,591 | -0.6% | 2.89% | -1.6% |
| Q1 2014 | $12,532,000 | +5.0% | 91,164 | +2.2% | 2.93% | -0.1% |
| Q4 2013 | $11,932,000 | -70.1% | 89,172 | +25747.0% | 2.94% | +18243.8% |
| Q2 2013 | $39,848,000 | – | 345 | – | 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% |