ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,948 | -4.6% | 80 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $20,918 | +4.5% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $20,013 | +3.4% | 80 | 0.0% | 0.01% | +9.1% |
| Q4 2022 | $19,351 | +7.5% | 80 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $18,000 | 0.0% | 80 | 0.0% | 0.01% | +10.0% |
| Q2 2022 | $18,000 | -14.3% | 80 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $21,000 | -8.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $23,000 | +9.5% | 80 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $21,000 | 0.0% | 80 | 0.0% | 0.01% | +9.1% |
| Q2 2021 | $21,000 | 0.0% | 80 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $21,000 | +16.7% | 80 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $18,000 | +20.0% | 80 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $15,000 | +7.1% | 80 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | +16.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -25.0% | 80 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $16,000 | +6.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $15,000 | -6.2% | 80 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $16,000 | +6.7% | 80 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $15,000 | +25.0% | 80 | +6.7% | 0.01% | +10.0% |
| Q4 2018 | $12,000 | -20.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $15,000 | 0.0% | 75 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $15,000 | +7.1% | 75 | 0.0% | 0.01% | +10.0% |
| Q1 2018 | $14,000 | 0.0% | 75 | 0.0% | 0.01% | +11.1% |
| Q4 2017 | $14,000 | +7.7% | 75 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $13,000 | 0.0% | 75 | -1.3% | 0.01% | 0.0% |
| Q1 2017 | $13,000 | +8.3% | 76 | +1.3% | 0.01% | 0.0% |
| Q4 2016 | $12,000 | – | 75 | – | 0.01% | – |
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% |