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 | $811,478 | -4.1% | 3,254 | +0.6% | 0.08% | -2.6% |
Q2 2023 | $845,985 | +5.2% | 3,235 | +0.6% | 0.08% | -3.8% |
Q1 2023 | $804,312 | +3.4% | 3,215 | 0.0% | 0.08% | -4.8% |
Q4 2022 | $777,665 | +10.3% | 3,215 | +0.0% | 0.08% | +1.2% |
Q3 2022 | $705,000 | -3.0% | 3,214 | 0.0% | 0.08% | +3.8% |
Q2 2022 | $727,000 | -45.7% | 3,214 | -35.6% | 0.08% | -38.5% |
Q1 2022 | $1,339,000 | -17.3% | 4,989 | -12.8% | 0.13% | -9.7% |
Q4 2021 | $1,620,000 | +5.3% | 5,722 | +0.0% | 0.14% | -8.9% |
Q3 2021 | $1,538,000 | 0.0% | 5,721 | 0.0% | 0.16% | -1.2% |
Q2 2021 | $1,538,000 | +3.3% | 5,721 | 0.0% | 0.16% | -27.3% |
Q1 2021 | $1,489,000 | +13.2% | 5,721 | 0.0% | 0.22% | +5.3% |
Q4 2020 | $1,315,000 | +24.1% | 5,721 | 0.0% | 0.21% | +8.9% |
Q3 2020 | $1,060,000 | +4.2% | 5,721 | 0.0% | 0.19% | -4.5% |
Q2 2020 | $1,017,000 | +23.6% | 5,721 | +0.0% | 0.20% | +2.6% |
Q1 2020 | $823,000 | -35.7% | 5,720 | -7.9% | 0.20% | -21.9% |
Q4 2019 | $1,279,000 | +4.7% | 6,213 | -1.7% | 0.25% | 0.0% |
Q3 2019 | $1,222,000 | -4.3% | 6,323 | -3.8% | 0.25% | -2.7% |
Q2 2019 | $1,277,000 | +27.3% | 6,573 | +24.1% | 0.26% | +24.6% |
Q1 2019 | $1,003,000 | +14.1% | 5,295 | 0.0% | 0.21% | +3.0% |
Q4 2018 | $879,000 | -17.5% | 5,295 | 0.0% | 0.20% | -7.4% |
Q3 2018 | $1,066,000 | +3.4% | 5,295 | +0.0% | 0.22% | +6.4% |
Q2 2018 | $1,031,000 | +3.3% | 5,294 | -0.5% | 0.20% | -0.5% |
Q1 2018 | $998,000 | +1.1% | 5,319 | +2.2% | 0.20% | +2.5% |
Q4 2017 | $987,000 | +43.5% | 5,202 | +35.2% | 0.20% | +36.1% |
Q3 2017 | $688,000 | +52.2% | 3,847 | +47.9% | 0.15% | +41.3% |
Q2 2017 | $452,000 | -3.0% | 2,601 | -4.4% | 0.10% | -9.6% |
Q1 2017 | $466,000 | +15.3% | 2,721 | +11.4% | 0.12% | +2.7% |
Q4 2016 | $404,000 | +6.9% | 2,442 | +0.0% | 0.11% | +3.7% |
Q3 2016 | $378,000 | -29.5% | 2,441 | -32.0% | 0.11% | -33.3% |
Q2 2016 | $536,000 | +24.9% | 3,588 | +20.7% | 0.16% | +10.2% |
Q1 2016 | $429,000 | +24.0% | 2,973 | +19.6% | 0.15% | +16.7% |
Q4 2015 | $346,000 | +1.8% | 2,486 | 0.0% | 0.13% | -1.6% |
Q3 2015 | $340,000 | -8.8% | 2,486 | 0.0% | 0.13% | -1.5% |
Q2 2015 | $373,000 | +40.2% | 2,486 | +41.8% | 0.13% | +36.8% |
Q1 2015 | $266,000 | +4.7% | 1,753 | 0.0% | 0.10% | +1.1% |
Q4 2014 | $254,000 | +8.5% | 1,753 | +2.3% | 0.09% | -1.1% |
Q3 2014 | $234,000 | – | 1,713 | – | 0.10% | – |
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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% |