ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,420,845 | -3.2% | 17,729 | +1.5% | 1.31% | +2.6% |
| Q2 2023 | $4,568,681 | +7.5% | 17,472 | +2.8% | 1.27% | +5.3% |
| Q1 2023 | $4,250,518 | +9.3% | 16,991 | +5.7% | 1.21% | +14.1% |
| Q4 2022 | $3,889,199 | +13.4% | 16,078 | +2.7% | 1.06% | +19.5% |
| Q3 2022 | $3,431,000 | +42.7% | 15,649 | +47.2% | 0.89% | +47.6% |
| Q2 2022 | $2,405,000 | -1.2% | 10,630 | +17.2% | 0.60% | +13.6% |
| Q1 2022 | $2,434,000 | +0.1% | 9,072 | +5.6% | 0.53% | +2.1% |
| Q4 2021 | $2,432,000 | +2.8% | 8,591 | -4.5% | 0.52% | -3.4% |
| Q3 2021 | $2,366,000 | -3.7% | 8,993 | -1.6% | 0.54% | -4.6% |
| Q2 2021 | $2,456,000 | +0.0% | 9,141 | -3.1% | 0.56% | -5.2% |
| Q1 2021 | $2,455,000 | +2.2% | 9,432 | -9.7% | 0.59% | -3.4% |
| Q4 2020 | $2,401,000 | +19.0% | 10,446 | -4.1% | 0.61% | +5.3% |
| Q3 2020 | $2,018,000 | +3.2% | 10,891 | -1.0% | 0.58% | -1.0% |
| Q2 2020 | $1,956,000 | -23.7% | 10,999 | -38.3% | 0.59% | -32.4% |
| Q1 2020 | $2,563,000 | -33.5% | 17,816 | -4.8% | 0.87% | -18.1% |
| Q4 2019 | $3,852,000 | +2.4% | 18,717 | -3.8% | 1.06% | -1.8% |
| Q3 2019 | $3,761,000 | -6.3% | 19,461 | -5.8% | 1.08% | -6.3% |
| Q2 2019 | $4,013,000 | +12.6% | 20,659 | +9.8% | 1.16% | +3.9% |
| Q1 2019 | $3,564,000 | +31.2% | 18,815 | +15.0% | 1.11% | +16.7% |
| Q4 2018 | $2,716,000 | +26.7% | 16,356 | +53.5% | 0.95% | +26.5% |
| Q3 2018 | $2,144,000 | +69.0% | 10,653 | +63.5% | 0.75% | +53.6% |
| Q2 2018 | $1,269,000 | +127.0% | 6,514 | +118.7% | 0.49% | +123.2% |
| Q1 2018 | $559,000 | -1.1% | 2,979 | 0.0% | 0.22% | -1.3% |
| Q4 2017 | $565,000 | +6.0% | 2,979 | 0.0% | 0.22% | +0.9% |
| Q3 2017 | $533,000 | +21.1% | 2,979 | +17.8% | 0.22% | +15.7% |
| Q2 2017 | $440,000 | +1.6% | 2,528 | 0.0% | 0.19% | -5.9% |
| Q1 2017 | $433,000 | +3.6% | 2,528 | 0.0% | 0.20% | -0.5% |
| Q4 2016 | $418,000 | -3.2% | 2,528 | -9.5% | 0.20% | -6.0% |
| Q3 2016 | $432,000 | +3.6% | 2,792 | +0.1% | 0.22% | +1.4% |
| Q2 2016 | $417,000 | +3.7% | 2,790 | +0.0% | 0.21% | +0.9% |
| Q1 2016 | $402,000 | +3.6% | 2,789 | +0.0% | 0.21% | -3.6% |
| Q4 2015 | $388,000 | +252.7% | 2,788 | +246.3% | 0.22% | +249.2% |
| Q3 2015 | $110,000 | -9.1% | 805 | 0.0% | 0.06% | -8.7% |
| Q2 2015 | $121,000 | -0.8% | 805 | 0.0% | 0.07% | -4.2% |
| Q1 2015 | $122,000 | +4.3% | 805 | 0.0% | 0.07% | 0.0% |
| Q4 2014 | $117,000 | +6.4% | 805 | 0.0% | 0.07% | -2.7% |
| Q3 2014 | $110,000 | -4.3% | 805 | 0.0% | 0.07% | -3.9% |
| Q2 2014 | $115,000 | +3.6% | 805 | 0.0% | 0.08% | -1.3% |
| Q1 2014 | $111,000 | +2.8% | 805 | 0.0% | 0.08% | +5.4% |
| Q4 2013 | $108,000 | – | 805 | – | 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% |