ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,985,437 | -4.2% | 199,831 | +0.1% | 4.51% | -4.3% |
| Q2 2023 | $52,182,565 | +5.3% | 199,566 | +0.7% | 4.71% | +1.8% |
| Q1 2023 | $49,571,966 | +7.4% | 198,161 | +3.8% | 4.63% | -1.8% |
| Q4 2022 | $46,160,079 | +9.9% | 190,831 | -0.4% | 4.71% | +0.8% |
| Q3 2022 | $42,013,000 | -4.4% | 191,613 | -1.4% | 4.67% | +0.8% |
| Q2 2022 | $43,945,000 | -11.1% | 194,247 | +5.4% | 4.64% | -0.1% |
| Q1 2022 | $49,441,000 | +9.6% | 184,249 | +7.4% | 4.64% | +1.6% |
| Q3 2021 | $45,113,000 | +2.6% | 171,486 | +4.8% | 4.57% | +0.4% |
| Q2 2021 | $43,988,000 | +16.4% | 163,690 | +12.8% | 4.55% | +6.8% |
| Q1 2021 | $37,779,000 | +27.4% | 145,148 | +12.5% | 4.26% | +20.2% |
| Q4 2020 | $29,660,000 | +13.1% | 129,052 | -8.8% | 3.54% | +2.2% |
| Q3 2020 | $26,234,000 | +1.3% | 141,570 | -2.8% | 3.46% | -4.0% |
| Q2 2020 | $25,893,000 | +16.2% | 145,611 | -6.0% | 3.61% | -3.1% |
| Q1 2020 | $22,274,000 | -3.7% | 154,832 | +37.7% | 3.73% | +5.8% |
| Q4 2019 | $23,136,000 | +1.9% | 112,410 | -4.3% | 3.52% | -4.6% |
| Q3 2019 | $22,700,000 | -0.5% | 117,478 | -0.0% | 3.69% | -2.1% |
| Q2 2019 | $22,823,000 | -6.8% | 117,486 | -9.2% | 3.77% | -11.0% |
| Q1 2019 | $24,500,000 | +15.2% | 129,358 | +1.0% | 4.24% | +4.2% |
| Q4 2018 | $21,273,000 | -12.2% | 128,104 | +6.4% | 4.07% | -4.0% |
| Q3 2018 | $24,236,000 | +980.0% | 120,403 | +945.0% | 4.24% | +880.3% |
| Q2 2018 | $2,244,000 | +13.7% | 11,522 | +9.5% | 0.43% | +11.3% |
| Q1 2018 | $1,973,000 | +31.1% | 10,521 | +32.7% | 0.39% | +39.1% |
| Q4 2017 | $1,505,000 | +48.9% | 7,930 | +40.3% | 0.28% | +40.9% |
| Q3 2017 | $1,011,000 | +106.7% | 5,653 | +101.2% | 0.20% | +104.1% |
| Q2 2017 | $489,000 | +40.5% | 2,809 | +38.3% | 0.10% | +32.9% |
| Q1 2017 | $348,000 | -11.5% | 2,031 | -14.6% | 0.07% | -15.1% |
| Q4 2016 | $393,000 | -45.2% | 2,377 | -48.7% | 0.09% | -49.4% |
| Q3 2016 | $717,000 | +18.9% | 4,633 | +14.8% | 0.17% | +14.9% |
| Q2 2016 | $603,000 | +6.7% | 4,034 | +3.0% | 0.15% | 0.0% |
| Q1 2016 | $565,000 | -10.9% | 3,918 | -13.9% | 0.15% | -12.9% |
| Q4 2015 | $634,000 | -47.9% | 4,552 | -49.0% | 0.17% | -45.5% |
| Q3 2015 | $1,218,000 | +15125.0% | 8,917 | +16112.7% | 0.31% | +6140.0% |
| Q2 2013 | $8,000 | -50.0% | 55 | -50.0% | 0.01% | -54.5% |
| Q4 2011 | $16,000 | – | 110 | – | 0.01% | – |
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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% |