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 | $1,456,416 | -5.3% | 5,841 | -0.6% | 0.41% | +0.7% |
Q2 2023 | $1,537,202 | +4.6% | 5,879 | +0.1% | 0.41% | -0.2% |
Q1 2023 | $1,468,956 | +0.5% | 5,872 | -2.8% | 0.41% | -4.7% |
Q4 2022 | $1,461,297 | +11.3% | 6,041 | +0.9% | 0.43% | +1.7% |
Q3 2022 | $1,313,000 | -3.2% | 5,990 | -0.1% | 0.42% | +5.0% |
Q2 2022 | $1,357,000 | -16.0% | 5,998 | -0.3% | 0.40% | -5.4% |
Q1 2022 | $1,615,000 | -6.9% | 6,017 | -1.8% | 0.42% | -5.8% |
Q4 2021 | $1,734,000 | -0.3% | 6,125 | -2.2% | 0.45% | -1.8% |
Q3 2021 | $1,739,000 | +2.4% | 6,265 | -0.9% | 0.46% | -1.1% |
Q2 2021 | $1,698,000 | +3.8% | 6,319 | +0.5% | 0.46% | -2.1% |
Q1 2021 | $1,636,000 | +8.9% | 6,287 | +1.1% | 0.47% | +5.4% |
Q4 2020 | $1,502,000 | +20.7% | 6,217 | -7.4% | 0.45% | +0.4% |
Q3 2020 | $1,244,000 | -5.5% | 6,713 | -9.3% | 0.45% | -9.5% |
Q2 2020 | $1,316,000 | +20.8% | 7,398 | -2.2% | 0.49% | +6.5% |
Q1 2020 | $1,089,000 | -39.9% | 7,567 | -14.0% | 0.46% | -24.5% |
Q4 2019 | $1,811,000 | -0.8% | 8,798 | -6.9% | 0.61% | -5.5% |
Q3 2019 | $1,826,000 | -0.5% | 9,448 | 0.0% | 0.65% | +0.2% |
Q2 2019 | $1,835,000 | +2.5% | 9,448 | -0.1% | 0.65% | -0.5% |
Q1 2019 | $1,791,000 | +10.6% | 9,458 | -3.0% | 0.65% | +0.6% |
Q4 2018 | $1,619,000 | -17.1% | 9,750 | +0.5% | 0.65% | -8.6% |
Q3 2018 | $1,954,000 | +4.4% | 9,706 | +1.0% | 0.71% | +0.9% |
Q2 2018 | $1,872,000 | +4.9% | 9,609 | +1.1% | 0.70% | +1.0% |
Q1 2018 | $1,784,000 | -2.6% | 9,509 | -1.5% | 0.70% | -4.4% |
Q4 2017 | $1,832,000 | +5.8% | 9,653 | -0.3% | 0.73% | +0.6% |
Q3 2017 | $1,732,000 | +3.1% | 9,680 | +0.2% | 0.72% | -2.4% |
Q2 2017 | $1,680,000 | -9.2% | 9,658 | -10.7% | 0.74% | -16.0% |
Q1 2017 | $1,851,000 | +2.9% | 10,814 | -0.6% | 0.88% | +4.1% |
Q4 2016 | $1,798,000 | +0.3% | 10,876 | -6.1% | 0.85% | -0.5% |
Q3 2016 | $1,792,000 | +1.1% | 11,581 | -2.4% | 0.85% | -3.4% |
Q2 2016 | $1,773,000 | +3.9% | 11,866 | +0.3% | 0.88% | +1.7% |
Q1 2016 | $1,706,000 | -0.9% | 11,835 | -4.3% | 0.87% | -5.3% |
Q4 2015 | $1,722,000 | -1.0% | 12,361 | -2.9% | 0.91% | -3.1% |
Q3 2015 | $1,739,000 | -6.8% | 12,731 | +2.3% | 0.94% | -1.8% |
Q2 2015 | $1,866,000 | -1.1% | 12,443 | +0.2% | 0.96% | -0.1% |
Q1 2015 | $1,887,000 | +5.2% | 12,419 | +0.3% | 0.96% | +3.0% |
Q4 2014 | $1,793,000 | – | 12,383 | – | 0.93% | – |
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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% |