ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $355,608 | -4.7% | 1,426 | -0.1% | 0.06% | -6.0% |
Q2 2023 | $373,168 | +5.1% | 1,427 | +0.5% | 0.07% | -6.9% |
Q1 2023 | $355,111 | -0.9% | 1,420 | -4.2% | 0.07% | -1.4% |
Q4 2022 | $358,503 | +55.9% | 1,482 | +41.1% | 0.07% | +52.1% |
Q3 2022 | $230,000 | +8.5% | 1,050 | +12.1% | 0.05% | +23.1% |
Q2 2022 | $212,000 | -11.3% | 937 | +5.4% | 0.04% | +2.6% |
Q1 2022 | $239,000 | +113.4% | 889 | +123.9% | 0.04% | +123.5% |
Q4 2021 | $112,000 | +12.0% | 397 | +4.7% | 0.02% | +6.2% |
Q3 2021 | $100,000 | -2.9% | 379 | -1.3% | 0.02% | -5.9% |
Q2 2021 | $103,000 | +13.2% | 384 | +10.3% | 0.02% | +6.2% |
Q1 2021 | $91,000 | +13.8% | 348 | +0.3% | 0.02% | 0.0% |
Q4 2020 | $80,000 | +25.0% | 347 | 0.0% | 0.02% | +14.3% |
Q3 2020 | $64,000 | -1.5% | 347 | -4.9% | 0.01% | -6.7% |
Q2 2020 | $65,000 | +6.6% | 365 | -14.3% | 0.02% | -16.7% |
Q1 2020 | $61,000 | -29.1% | 426 | +2.2% | 0.02% | -10.0% |
Q4 2019 | $86,000 | +2.4% | 417 | -4.1% | 0.02% | -13.0% |
Q3 2019 | $84,000 | -9.7% | 435 | -9.6% | 0.02% | -8.0% |
Q2 2019 | $93,000 | +2.2% | 481 | +0.4% | 0.02% | -10.7% |
Q1 2019 | $91,000 | +7.1% | 479 | -6.4% | 0.03% | -3.4% |
Q4 2018 | $85,000 | -12.4% | 512 | +6.0% | 0.03% | -12.1% |
Q3 2018 | $97,000 | +11.5% | 483 | +7.6% | 0.03% | +10.0% |
Q2 2018 | $87,000 | -63.1% | 449 | -64.3% | 0.03% | -60.0% |
Q1 2018 | $236,000 | -86.7% | 1,259 | -86.5% | 0.08% | -86.8% |
Q4 2017 | $1,776,000 | +13.3% | 9,360 | +6.9% | 0.57% | +8.8% |
Q3 2017 | $1,567,000 | +20.9% | 8,758 | +17.6% | 0.52% | +8.1% |
Q2 2017 | $1,296,000 | +12.3% | 7,448 | +10.5% | 0.48% | +7.3% |
Q1 2017 | $1,154,000 | +300.7% | 6,741 | +225.7% | 0.45% | +171.7% |
Q4 2015 | $288,000 | +7100.0% | 2,070 | +7037.9% | 0.17% | +8200.0% |
Q2 2015 | $4,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $4,000 | – | 29 | – | 0.00% | – |
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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% |