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 | $6,582,596 | -1.8% | 26,399 | +3.0% | 1.09% | +0.8% |
| Q2 2023 | $6,704,299 | +12.0% | 25,640 | +7.2% | 1.08% | +2.1% |
| Q1 2023 | $5,984,004 | +8.6% | 23,921 | +5.0% | 1.06% | +0.3% |
| Q4 2022 | $5,509,090 | -2.1% | 22,775 | -11.3% | 1.06% | -10.7% |
| Q3 2022 | $5,627,000 | -8.1% | 25,664 | -5.2% | 1.19% | -8.9% |
| Q2 2022 | $6,123,000 | -15.2% | 27,066 | +0.5% | 1.30% | -4.2% |
| Q1 2022 | $7,223,000 | +4.2% | 26,919 | +10.0% | 1.36% | +1.6% |
| Q4 2021 | $6,930,000 | +20.8% | 24,480 | +12.2% | 1.34% | +13.9% |
| Q3 2021 | $5,738,000 | +21.7% | 21,811 | +24.3% | 1.18% | +10.8% |
| Q2 2021 | $4,714,000 | +9.4% | 17,542 | +6.0% | 1.06% | +0.8% |
| Q1 2021 | $4,308,000 | +19.3% | 16,550 | +5.3% | 1.05% | +15.5% |
| Q4 2020 | $3,611,000 | +20.8% | 15,712 | -2.6% | 0.91% | -15.3% |
| Q3 2020 | $2,989,000 | -2.3% | 16,130 | -6.3% | 1.08% | -9.0% |
| Q2 2020 | $3,060,000 | +5.4% | 17,206 | -14.7% | 1.18% | -12.1% |
| Q1 2020 | $2,902,000 | -34.7% | 20,168 | -6.6% | 1.35% | -16.7% |
| Q4 2019 | $4,446,000 | -0.9% | 21,598 | -6.9% | 1.62% | -7.4% |
| Q3 2019 | $4,486,000 | -7.2% | 23,211 | -6.7% | 1.74% | -9.0% |
| Q2 2019 | $4,835,000 | +1.9% | 24,885 | -0.7% | 1.92% | -3.1% |
| Q1 2019 | $4,747,000 | +12.3% | 25,061 | -1.5% | 1.98% | -6.5% |
| Q4 2018 | $4,226,000 | -17.3% | 25,443 | +0.2% | 2.12% | -6.2% |
| Q3 2018 | $5,113,000 | +3.4% | 25,398 | +0.0% | 2.26% | -1.2% |
| Q2 2018 | $4,947,000 | +6.5% | 25,396 | +2.6% | 2.28% | +2.9% |
| Q1 2018 | $4,645,000 | -2.8% | 24,762 | -1.6% | 2.22% | -7.5% |
| Q4 2017 | $4,777,000 | +8.5% | 25,169 | +2.3% | 2.40% | +3.1% |
| Q3 2017 | $4,401,000 | +5.3% | 24,599 | +2.4% | 2.33% | +0.5% |
| Q2 2017 | $4,180,000 | +3.8% | 24,029 | +2.2% | 2.32% | -0.5% |
| Q1 2017 | $4,028,000 | +6.9% | 23,523 | +3.3% | 2.33% | +1.4% |
| Q4 2016 | $3,767,000 | +20.7% | 22,781 | +13.0% | 2.29% | +13.1% |
| Q3 2016 | $3,121,000 | +15.0% | 20,169 | +11.1% | 2.03% | +7.2% |
| Q2 2016 | $2,713,000 | +20.8% | 18,155 | +16.6% | 1.89% | +12.5% |
| Q1 2016 | $2,245,000 | +5.1% | 15,564 | +1.5% | 1.68% | -3.6% |
| Q4 2015 | $2,136,000 | +9.3% | 15,327 | +7.2% | 1.74% | +9.8% |
| Q3 2015 | $1,954,000 | -10.7% | 14,297 | -2.0% | 1.59% | -3.0% |
| Q2 2015 | $2,188,000 | +4.6% | 14,583 | +6.0% | 1.64% | +2.8% |
| Q1 2015 | $2,092,000 | +9.3% | 13,764 | +4.2% | 1.59% | +7.8% |
| Q4 2014 | $1,914,000 | +8.4% | 13,215 | +2.4% | 1.48% | +4.7% |
| Q3 2014 | $1,766,000 | -3.6% | 12,908 | +0.8% | 1.41% | -1.7% |
| Q2 2014 | $1,832,000 | +10.8% | 12,801 | +6.5% | 1.44% | +1.6% |
| Q1 2014 | $1,653,000 | +8.8% | 12,018 | +5.9% | 1.41% | +7.4% |
| Q4 2013 | $1,519,000 | – | 11,349 | – | 1.32% | – |
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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% |