ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,360 | -4.6% | 984 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $257,296 | +4.5% | 984 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $246,157 | -3.1% | 984 | -6.3% | 0.06% | -14.1% |
| Q4 2022 | $253,985 | +10.4% | 1,050 | 0.0% | 0.07% | +1.4% |
| Q3 2022 | $230,000 | -3.4% | 1,050 | 0.0% | 0.07% | +6.1% |
| Q2 2022 | $238,000 | -15.6% | 1,050 | 0.0% | 0.07% | -25.8% |
| Q1 2022 | $282,000 | -5.1% | 1,050 | 0.0% | 0.09% | +4.7% |
| Q4 2021 | $297,000 | +7.6% | 1,050 | 0.0% | 0.08% | +1.2% |
| Q3 2021 | $276,000 | -2.1% | 1,050 | 0.0% | 0.08% | -2.3% |
| Q2 2021 | $282,000 | +3.3% | 1,050 | 0.0% | 0.09% | +1.2% |
| Q1 2021 | $273,000 | +13.3% | 1,050 | 0.0% | 0.08% | +6.2% |
| Q4 2020 | $241,000 | -61.6% | 1,050 | -75.9% | 0.08% | -80.0% |
| Q1 2020 | $627,000 | -30.0% | 4,355 | 0.0% | 0.40% | -12.6% |
| Q4 2019 | $896,000 | +6.4% | 4,355 | 0.0% | 0.46% | -9.1% |
| Q3 2019 | $842,000 | +23.3% | 4,355 | +23.9% | 0.50% | +18.8% |
| Q2 2019 | $683,000 | +2.6% | 3,515 | 0.0% | 0.42% | +0.2% |
| Q1 2019 | $666,000 | +14.0% | 3,515 | 0.0% | 0.42% | +1.9% |
| Q4 2018 | $584,000 | -17.5% | 3,515 | 0.0% | 0.42% | -10.3% |
| Q3 2018 | $708,000 | +3.4% | 3,515 | 0.0% | 0.46% | -6.3% |
| Q2 2018 | $685,000 | +3.9% | 3,515 | 0.0% | 0.50% | -19.6% |
| Q1 2018 | $659,000 | -1.2% | 3,515 | 0.0% | 0.62% | +14.3% |
| Q4 2017 | $667,000 | +6.0% | 3,515 | 0.0% | 0.54% | -27.4% |
| Q3 2017 | $629,000 | +2.9% | 3,515 | 0.0% | 0.74% | +38.7% |
| Q2 2017 | $611,000 | +1.5% | 3,515 | 0.0% | 0.54% | -3.9% |
| Q1 2017 | $602,000 | +3.6% | 3,515 | 0.0% | 0.56% | +7.7% |
| Q4 2016 | $581,000 | – | 3,515 | – | 0.52% | – |
Download | ||||||
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% |