ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,379 | -4.6% | 956 | 0.0% | 0.03% | +3.7% |
| Q2 2023 | $249,975 | +4.5% | 956 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $239,153 | -27.4% | 956 | -29.8% | 0.03% | -30.0% |
| Q4 2022 | $329,213 | +53.1% | 1,361 | +38.9% | 0.04% | +42.9% |
| Q3 2022 | $215,000 | -8.9% | 980 | -6.2% | 0.03% | -3.4% |
| Q2 2022 | $236,000 | -81.4% | 1,045 | -77.9% | 0.03% | -77.0% |
| Q1 2022 | $1,271,000 | -5.2% | 4,736 | 0.0% | 0.13% | -5.3% |
| Q4 2021 | $1,341,000 | +12.4% | 4,736 | +4.4% | 0.13% | -0.7% |
| Q3 2021 | $1,193,000 | -4.6% | 4,536 | -2.6% | 0.13% | -5.6% |
| Q2 2021 | $1,251,000 | +1.6% | 4,655 | -1.6% | 0.14% | +3.6% |
| Q1 2021 | $1,231,000 | +8.5% | 4,729 | -4.2% | 0.14% | +1.5% |
| Q4 2020 | $1,135,000 | +22.3% | 4,936 | -1.4% | 0.14% | +4.7% |
| Q3 2020 | $928,000 | +4.3% | 5,006 | 0.0% | 0.13% | -5.1% |
| Q2 2020 | $890,000 | +7.9% | 5,006 | -12.7% | 0.14% | -13.9% |
| Q1 2020 | $825,000 | -28.1% | 5,735 | +2.9% | 0.16% | -3.1% |
| Q4 2019 | $1,147,000 | +6.6% | 5,572 | 0.0% | 0.16% | -5.2% |
| Q3 2019 | $1,076,000 | -0.6% | 5,572 | 0.0% | 0.17% | -1.7% |
| Q2 2019 | $1,083,000 | +2.6% | 5,572 | 0.0% | 0.18% | +3.6% |
| Q1 2019 | $1,056,000 | +6.9% | 5,572 | -6.4% | 0.17% | -4.5% |
| Q4 2018 | $988,000 | -17.6% | 5,953 | 0.0% | 0.18% | -13.7% |
| Q3 2018 | $1,199,000 | +7.5% | 5,953 | 0.0% | 0.20% | +12.6% |
| Q1 2018 | $1,115,000 | -4.5% | 5,953 | -3.2% | 0.18% | -9.5% |
| Q4 2017 | $1,168,000 | +67.3% | 6,151 | +57.5% | 0.20% | +60.8% |
| Q3 2017 | $698,000 | -11.0% | 3,905 | -13.4% | 0.12% | -12.0% |
| Q2 2017 | $784,000 | +1.4% | 4,510 | 0.0% | 0.14% | -1.4% |
| Q1 2017 | $773,000 | +3.8% | 4,510 | 0.0% | 0.14% | -2.0% |
| Q4 2016 | $745,000 | +6.7% | 4,510 | 0.0% | 0.15% | +1.4% |
| Q3 2016 | $698,000 | +3.7% | 4,510 | 0.0% | 0.14% | -0.7% |
| Q2 2016 | $673,000 | +3.5% | 4,510 | 0.0% | 0.15% | -2.7% |
| Q1 2016 | $650,000 | +3.5% | 4,510 | 0.0% | 0.15% | +2.0% |
| Q4 2015 | $628,000 | -93.8% | 4,510 | -93.9% | 0.15% | -93.9% |
| Q3 2015 | $10,069,000 | -10.1% | 73,700 | -1.3% | 2.42% | -6.8% |
| Q2 2015 | $11,195,000 | +8.2% | 74,640 | +9.7% | 2.60% | +9.4% |
| Q1 2015 | $10,342,000 | +101.8% | 68,050 | +92.2% | 2.38% | +87.5% |
| Q4 2014 | $5,126,000 | +526.7% | 35,400 | +492.0% | 1.27% | +513.0% |
| Q3 2014 | $818,000 | – | 5,980 | – | 0.21% | – |
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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% |