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 | $10,900,058 | -4.9% | 43,714 | -0.3% | 4.75% | +0.1% |
| Q2 2023 | $11,460,900 | +7.4% | 43,831 | +2.7% | 4.74% | +1.2% |
| Q1 2023 | $10,672,548 | +2.5% | 42,663 | -0.9% | 4.69% | -4.0% |
| Q4 2022 | $10,408,499 | +8.4% | 43,029 | -1.8% | 4.88% | -1.1% |
| Q3 2022 | $9,605,000 | -3.7% | 43,805 | -0.6% | 4.94% | -2.2% |
| Q2 2022 | $9,975,000 | -15.0% | 44,090 | +0.8% | 5.05% | +1.4% |
| Q1 2022 | $11,734,000 | -4.9% | 43,728 | +0.3% | 4.98% | -0.9% |
| Q4 2021 | $12,340,000 | +8.9% | 43,592 | +1.2% | 5.03% | -1.2% |
| Q3 2021 | $11,336,000 | -2.2% | 43,091 | -0.1% | 5.09% | -2.2% |
| Q2 2021 | $11,586,000 | -2.2% | 43,115 | -5.2% | 5.20% | -7.6% |
| Q1 2021 | $11,842,000 | +11.4% | 45,499 | -1.6% | 5.63% | +5.0% |
| Q4 2020 | $10,626,000 | +23.4% | 46,235 | -0.5% | 5.36% | +8.3% |
| Q3 2020 | $8,611,000 | +5.3% | 46,470 | +1.0% | 4.95% | -1.1% |
| Q2 2020 | $8,179,000 | +24.9% | 45,995 | +1.1% | 5.01% | +5.1% |
| Q1 2020 | $6,546,000 | -27.3% | 45,505 | +4.0% | 4.76% | -8.9% |
| Q4 2019 | $9,009,000 | +8.3% | 43,770 | +1.6% | 5.23% | +1.7% |
| Q3 2019 | $8,321,000 | -0.9% | 43,062 | -0.4% | 5.14% | -1.2% |
| Q2 2019 | $8,396,000 | +8.4% | 43,220 | +5.7% | 5.21% | +5.1% |
| Q1 2019 | $7,746,000 | +14.1% | 40,898 | +0.0% | 4.95% | -3.1% |
| Q4 2018 | $6,789,000 | -24.8% | 40,881 | -8.9% | 5.11% | -3.9% |
| Q3 2018 | $9,031,000 | +6.7% | 44,867 | +3.3% | 5.32% | +0.1% |
| Q2 2018 | $8,462,000 | +4.7% | 43,442 | +0.8% | 5.31% | +3.3% |
| Q1 2018 | $8,084,000 | -1.7% | 43,101 | -0.5% | 5.14% | +2.1% |
| Q4 2017 | $8,222,000 | +5.2% | 43,325 | -0.8% | 5.04% | +4.1% |
| Q3 2017 | $7,817,000 | +3.3% | 43,694 | +0.4% | 4.84% | -0.6% |
| Q2 2017 | $7,567,000 | +0.4% | 43,501 | -1.2% | 4.87% | -0.4% |
| Q1 2017 | $7,538,000 | -0.1% | 44,028 | -3.5% | 4.89% | +0.5% |
| Q4 2016 | $7,544,000 | +5.7% | 45,628 | -1.1% | 4.86% | +2.4% |
| Q3 2016 | $7,139,000 | +0.5% | 46,147 | -2.9% | 4.75% | +0.6% |
| Q2 2016 | $7,103,000 | +4.0% | 47,547 | +0.4% | 4.72% | +4.9% |
| Q1 2016 | $6,827,000 | +8.2% | 47,350 | +4.5% | 4.49% | +2.5% |
| Q4 2015 | $6,310,000 | +2.1% | 45,290 | +0.1% | 4.39% | +0.4% |
| Q3 2015 | $6,183,000 | -7.3% | 45,260 | +1.8% | 4.37% | +2.6% |
| Q2 2015 | $6,667,000 | -0.6% | 44,455 | +0.7% | 4.26% | -0.6% |
| Q1 2015 | $6,708,000 | +7.9% | 44,140 | +2.8% | 4.28% | +5.6% |
| Q4 2014 | $6,217,000 | – | 42,935 | – | 4.05% | – |
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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% |