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 | $383,756 | -6.6% | 1,539 | -2.0% | 0.06% | -4.4% |
| Q2 2023 | $410,897 | -17.6% | 1,571 | -21.1% | 0.07% | -23.6% |
| Q1 2023 | $498,429 | +17.4% | 1,992 | +13.5% | 0.09% | +9.9% |
| Q4 2022 | $424,549 | +10.8% | 1,755 | +0.6% | 0.08% | +11.0% |
| Q3 2022 | $383,000 | -3.0% | 1,745 | -0.1% | 0.07% | +4.3% |
| Q2 2022 | $395,000 | -14.9% | 1,747 | +1.0% | 0.07% | +9.4% |
| Q1 2022 | $464,000 | -3.1% | 1,729 | +2.2% | 0.06% | +14.3% |
| Q4 2021 | $479,000 | +2.6% | 1,691 | -4.8% | 0.06% | -8.2% |
| Q3 2021 | $467,000 | -20.3% | 1,777 | -18.5% | 0.06% | -26.5% |
| Q2 2021 | $586,000 | +5.6% | 2,181 | +2.3% | 0.08% | -9.8% |
| Q1 2021 | $555,000 | -0.4% | 2,133 | -12.0% | 0.09% | -7.1% |
| Q4 2020 | $557,000 | +35.5% | 2,424 | +9.4% | 0.10% | +8.8% |
| Q3 2020 | $411,000 | -36.9% | 2,216 | -39.5% | 0.09% | -42.0% |
| Q2 2020 | $651,000 | +26.7% | 3,662 | +2.5% | 0.16% | +0.6% |
| Q1 2020 | $514,000 | -34.1% | 3,573 | -5.8% | 0.16% | -15.2% |
| Q4 2019 | $780,000 | -11.8% | 3,791 | -17.1% | 0.18% | -15.6% |
| Q3 2019 | $884,000 | -20.5% | 4,573 | -20.1% | 0.22% | -18.4% |
| Q2 2019 | $1,112,000 | +5.5% | 5,724 | +2.9% | 0.27% | +4.3% |
| Q1 2019 | $1,054,000 | +19.1% | 5,563 | +4.4% | 0.26% | +4.1% |
| Q4 2018 | $885,000 | -17.7% | 5,327 | -0.3% | 0.25% | -6.8% |
| Q3 2018 | $1,075,000 | +3.1% | 5,343 | -0.2% | 0.26% | +12.8% |
| Q2 2018 | $1,043,000 | +8.3% | 5,353 | +4.2% | 0.23% | +6.8% |
| Q1 2018 | $963,000 | -6.4% | 5,136 | -5.3% | 0.22% | -1.4% |
| Q4 2017 | $1,029,000 | +3.3% | 5,424 | -2.6% | 0.22% | -16.5% |
| Q3 2017 | $996,000 | +2.2% | 5,568 | -0.6% | 0.27% | +0.8% |
| Q2 2017 | $975,000 | +0.6% | 5,603 | -1.0% | 0.26% | +0.4% |
| Q1 2017 | $969,000 | +9.2% | 5,660 | +5.5% | 0.26% | -4.4% |
| Q4 2016 | $887,000 | +103.9% | 5,365 | +90.8% | 0.28% | +54.5% |
| Q3 2016 | $435,000 | +8.2% | 2,812 | +4.5% | 0.18% | +13.4% |
| Q2 2016 | $402,000 | +69.6% | 2,690 | +63.4% | 0.16% | +248.9% |
| Q1 2016 | $237,000 | – | 1,646 | – | 0.04% | – |
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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% |