ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,173 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $72,000 | -62.9% | 318 | -55.9% | 0.04% | -58.6% |
| Q1 2022 | $194,000 | +43.7% | 721 | +50.8% | 0.10% | +25.3% |
| Q4 2021 | $135,000 | -90.3% | 478 | -91.0% | 0.08% | -87.6% |
| Q3 2021 | $1,390,000 | -6.9% | 5,286 | -4.8% | 0.64% | -2.8% |
| Q2 2021 | $1,493,000 | +5.6% | 5,554 | +2.2% | 0.65% | +7.8% |
| Q1 2021 | $1,414,000 | +25.7% | 5,433 | +10.9% | 0.61% | +15.4% |
| Q4 2020 | $1,125,000 | +25.0% | 4,897 | +0.8% | 0.52% | -0.6% |
| Q3 2020 | $900,000 | +4.2% | 4,858 | +0.0% | 0.53% | -3.3% |
| Q2 2020 | $864,000 | +8.8% | 4,856 | -12.0% | 0.55% | -5.2% |
| Q1 2020 | $794,000 | -46.5% | 5,520 | -23.5% | 0.58% | -19.0% |
| Q4 2019 | $1,485,000 | +21.7% | 7,217 | +14.3% | 0.71% | +4.9% |
| Q3 2019 | $1,220,000 | +0.2% | 6,312 | +0.6% | 0.68% | -4.5% |
| Q2 2019 | $1,218,000 | +2.3% | 6,272 | -0.3% | 0.71% | -2.9% |
| Q1 2019 | $1,191,000 | +30.6% | 6,289 | +14.6% | 0.73% | +10.3% |
| Q4 2018 | $912,000 | -7.2% | 5,489 | +12.4% | 0.66% | +3.1% |
| Q3 2018 | $983,000 | +203.4% | 4,884 | +193.5% | 0.64% | +166.8% |
| Q2 2018 | $324,000 | +4.2% | 1,664 | +0.4% | 0.24% | +1.7% |
| Q1 2018 | $311,000 | -1.3% | 1,658 | 0.0% | 0.24% | +2.2% |
| Q4 2017 | $315,000 | +8.2% | 1,658 | +2.1% | 0.23% | -0.4% |
| Q3 2017 | $291,000 | +13.7% | 1,624 | +10.5% | 0.23% | +9.9% |
| Q2 2017 | $256,000 | +8.5% | 1,470 | +6.5% | 0.21% | +3.9% |
| Q1 2017 | $236,000 | +3.5% | 1,380 | 0.0% | 0.20% | +5.2% |
| Q4 2016 | $228,000 | -10.9% | 1,380 | -19.6% | 0.19% | +26.0% |
| Q2 2016 | $256,000 | +10.8% | 1,716 | +7.2% | 0.15% | +3.4% |
| Q1 2016 | $231,000 | -11.5% | 1,600 | -14.4% | 0.15% | 0.0% |
| Q4 2015 | $261,000 | +23.7% | 1,870 | +21.3% | 0.15% | +7.2% |
| Q3 2015 | $211,000 | -14.9% | 1,542 | -6.6% | 0.14% | -4.1% |
| Q2 2015 | $248,000 | -9.8% | 1,651 | -8.7% | 0.14% | -13.2% |
| Q1 2015 | $275,000 | +5.4% | 1,809 | +0.4% | 0.17% | -15.7% |
| Q4 2014 | $261,000 | – | 1,802 | – | 0.20% | – |
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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% |