ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $168,945 | -4.3% | 675 | 0.0% | 0.04% | -8.2% |
Q2 2023 | $176,499 | +5.4% | 675 | 0.0% | 0.05% | +4.3% |
Q1 2023 | $167,387 | -3.1% | 675 | 0.0% | 0.05% | -4.1% |
Q4 2022 | $172,719 | +13.6% | 675 | 0.0% | 0.05% | -2.0% |
Q3 2022 | $152,000 | -10.1% | 675 | 0.0% | 0.05% | 0.0% |
Q2 2022 | $169,000 | -6.6% | 675 | 0.0% | 0.05% | 0.0% |
Q1 2022 | $181,000 | -12.1% | 675 | -7.4% | 0.05% | -19.4% |
Q4 2021 | $206,000 | +15.7% | 729 | +8.0% | 0.06% | -1.6% |
Q3 2021 | $178,000 | -1.7% | 675 | 0.0% | 0.06% | -4.5% |
Q2 2021 | $181,000 | +2.8% | 675 | 0.0% | 0.07% | -5.7% |
Q1 2021 | $176,000 | +13.5% | 675 | 0.0% | 0.07% | -6.7% |
Q4 2020 | $155,000 | +24.0% | 675 | 0.0% | 0.08% | +11.9% |
Q3 2020 | $125,000 | +4.2% | 675 | 0.0% | 0.07% | 0.0% |
Q2 2020 | $120,000 | +50.0% | 675 | +21.4% | 0.07% | +48.9% |
Q1 2020 | $80,000 | -42.9% | 556 | -18.2% | 0.04% | -28.6% |
Q4 2019 | $140,000 | +6.9% | 680 | 0.0% | 0.06% | +5.0% |
Q3 2019 | $131,000 | +3.1% | 680 | +3.7% | 0.06% | +1.7% |
Q2 2019 | $127,000 | +5.8% | 656 | +3.8% | 0.06% | +3.5% |
Q1 2019 | $120,000 | +12.1% | 632 | -1.7% | 0.06% | +5.6% |
Q4 2018 | $107,000 | -4.5% | 643 | +15.6% | 0.05% | -8.5% |
Q3 2018 | $112,000 | +3.7% | 556 | 0.0% | 0.06% | +3.5% |
Q2 2018 | $108,000 | – | 556 | – | 0.06% | – |
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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% |