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 | $14,283,401 | -4.7% | 57,283 | -0.1% | 1.85% | -0.8% |
| Q2 2023 | $14,992,881 | +15.6% | 57,339 | +10.6% | 1.86% | +6.4% |
| Q1 2023 | $12,974,182 | +17.1% | 51,864 | +13.2% | 1.75% | +5.2% |
| Q4 2022 | $11,082,561 | +22.0% | 45,817 | +10.6% | 1.67% | +10.3% |
| Q3 2022 | $9,084,000 | +31.6% | 41,432 | +35.8% | 1.51% | +35.7% |
| Q2 2022 | $6,901,000 | +145.0% | 30,503 | +190.6% | 1.11% | +174.1% |
| Q1 2022 | $2,817,000 | +36.0% | 10,498 | +43.5% | 0.41% | +19.8% |
| Q4 2021 | $2,071,000 | +17.1% | 7,318 | +8.9% | 0.34% | -17.9% |
| Q3 2021 | $1,768,000 | -0.2% | 6,723 | +2.0% | 0.41% | -0.5% |
| Q2 2021 | $1,771,000 | +10.7% | 6,589 | +7.2% | 0.42% | -7.6% |
| Q1 2021 | $1,600,000 | +13.6% | 6,148 | +0.2% | 0.45% | +4.7% |
| Q4 2020 | $1,409,000 | +24.1% | 6,133 | +0.1% | 0.43% | +8.6% |
| Q3 2020 | $1,135,000 | +6.2% | 6,128 | +1.9% | 0.40% | -0.5% |
| Q2 2020 | $1,069,000 | +65.2% | 6,013 | +33.6% | 0.40% | +26.4% |
| Q1 2020 | $647,000 | -3.4% | 4,500 | +38.2% | 0.31% | +25.6% |
| Q4 2019 | $670,000 | +12.4% | 3,255 | +5.5% | 0.25% | 0.0% |
| Q3 2019 | $596,000 | -3.7% | 3,085 | -3.1% | 0.25% | -4.9% |
| Q2 2019 | $619,000 | +8.8% | 3,185 | +6.0% | 0.26% | +2.3% |
| Q1 2019 | $569,000 | +25.6% | 3,005 | +10.2% | 0.26% | +4.5% |
| Q4 2018 | $453,000 | -45.2% | 2,727 | -33.6% | 0.25% | -39.7% |
| Q3 2018 | $827,000 | +3.9% | 4,108 | +0.5% | 0.41% | -4.7% |
| Q2 2018 | $796,000 | +39.6% | 4,086 | +34.4% | 0.43% | +32.5% |
| Q1 2018 | $570,000 | +11.1% | 3,041 | +12.6% | 0.32% | +13.7% |
| Q4 2017 | $513,000 | +8.9% | 2,701 | +2.5% | 0.28% | +3.6% |
| Q3 2017 | $471,000 | +21.1% | 2,635 | +17.9% | 0.27% | +13.7% |
| Q2 2017 | $389,000 | +11.1% | 2,235 | +9.3% | 0.24% | -0.4% |
| Q1 2017 | $350,000 | +16.7% | 2,045 | +12.7% | 0.24% | +12.6% |
| Q4 2016 | $300,000 | – | 1,815 | – | 0.22% | – |
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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% |