ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $778,221 | +18.7% | 3,121 | +24.4% | 0.12% | +19.6% |
| Q2 2023 | $655,792 | +4.5% | 2,508 | 0.0% | 0.10% | -3.0% |
| Q1 2023 | $627,401 | +5.6% | 2,508 | +2.1% | 0.10% | -3.8% |
| Q4 2022 | $594,082 | +10.2% | 2,456 | 0.0% | 0.10% | -1.0% |
| Q3 2022 | $539,000 | -3.6% | 2,456 | -0.7% | 0.10% | -4.5% |
| Q2 2022 | $559,000 | -13.6% | 2,473 | +2.5% | 0.11% | -8.3% |
| Q1 2022 | $647,000 | -5.3% | 2,412 | 0.0% | 0.12% | -6.2% |
| Q4 2021 | $683,000 | +7.6% | 2,412 | 0.0% | 0.13% | 0.0% |
| Q3 2021 | $635,000 | -2.0% | 2,412 | 0.0% | 0.13% | -4.5% |
| Q2 2021 | $648,000 | +3.2% | 2,412 | 0.0% | 0.13% | -2.9% |
| Q1 2021 | $628,000 | +13.4% | 2,412 | 0.0% | 0.14% | +9.5% |
| Q4 2020 | $554,000 | +18.6% | 2,412 | -4.3% | 0.13% | +10.5% |
| Q3 2020 | $467,000 | +0.2% | 2,521 | -3.8% | 0.11% | -5.0% |
| Q2 2020 | $466,000 | +23.6% | 2,620 | 0.0% | 0.12% | +10.1% |
| Q1 2020 | $377,000 | -30.1% | 2,620 | 0.0% | 0.11% | -14.2% |
| Q4 2019 | $539,000 | +6.5% | 2,620 | 0.0% | 0.13% | -3.1% |
| Q3 2019 | $506,000 | -0.6% | 2,620 | 0.0% | 0.13% | +1.6% |
| Q2 2019 | $509,000 | +2.6% | 2,620 | 0.0% | 0.13% | -0.8% |
| Q1 2019 | $496,000 | +14.0% | 2,620 | 0.0% | 0.13% | +10.2% |
| Q4 2018 | $435,000 | -17.5% | 2,620 | 0.0% | 0.12% | -14.5% |
| Q3 2018 | $527,000 | +3.3% | 2,620 | 0.0% | 0.14% | -1.4% |
| Q2 2018 | $510,000 | -8.1% | 2,620 | -11.4% | 0.14% | -9.1% |
| Q1 2018 | $555,000 | -1.1% | 2,958 | 0.0% | 0.15% | -4.3% |
| Q4 2017 | $561,000 | +6.0% | 2,958 | 0.0% | 0.16% | 0.0% |
| Q3 2017 | $529,000 | +2.7% | 2,958 | 0.0% | 0.16% | -3.0% |
| Q2 2017 | $515,000 | +1.8% | 2,958 | 0.0% | 0.17% | 0.0% |
| Q1 2017 | $506,000 | -9.2% | 2,958 | -12.1% | 0.17% | -13.5% |
| Q4 2016 | $557,000 | +6.5% | 3,366 | -0.4% | 0.19% | +8.5% |
| Q3 2016 | $523,000 | +18.3% | 3,379 | +14.2% | 0.18% | +14.9% |
| Q2 2016 | $442,000 | +3.5% | 2,958 | 0.0% | 0.15% | +0.7% |
| Q1 2016 | $427,000 | -3.0% | 2,958 | -6.3% | 0.15% | -3.2% |
| Q4 2015 | $440,000 | +2.1% | 3,158 | 0.0% | 0.16% | -3.7% |
| Q3 2015 | $431,000 | -9.1% | 3,158 | 0.0% | 0.16% | -7.9% |
| Q2 2015 | $474,000 | -1.2% | 3,158 | 0.0% | 0.18% | -2.7% |
| Q1 2015 | $480,000 | +16.8% | 3,158 | +11.2% | 0.18% | +10.9% |
| Q4 2014 | $411,000 | +30.5% | 2,839 | +23.4% | 0.16% | +25.0% |
| Q3 2014 | $315,000 | -4.3% | 2,301 | 0.0% | 0.13% | -3.6% |
| Q2 2014 | $329,000 | +4.1% | 2,301 | 0.0% | 0.14% | -6.2% |
| Q1 2014 | $316,000 | -44.2% | 2,301 | -45.7% | 0.15% | -5.8% |
| Q4 2013 | $566,000 | +279.9% | 4,236 | +253.3% | 0.16% | +72.2% |
| Q3 2013 | $149,000 | +8.0% | 1,199 | 0.0% | 0.09% | -1.1% |
| Q2 2013 | $138,000 | +1154.5% | 1,199 | +1111.1% | 0.09% | +1037.5% |
| Q1 2013 | $11,000 | -42.1% | 99 | -45.9% | 0.01% | -46.7% |
| Q4 2012 | $19,000 | – | 183 | – | 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% |