ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,452,357 | -5.7% | 9,835 | -1.1% | 0.73% | +90.4% |
| Q2 2023 | $2,600,680 | +4.4% | 9,946 | -0.1% | 0.38% | -48.5% |
| Q1 2023 | $2,490,843 | +3.0% | 9,957 | -0.4% | 0.75% | -1.6% |
| Q4 2022 | $2,418,416 | +5.0% | 9,998 | -2.1% | 0.76% | -3.9% |
| Q3 2022 | $2,304,000 | -5.7% | 10,208 | -3.0% | 0.79% | +1.0% |
| Q2 2022 | $2,443,000 | -15.4% | 10,521 | -2.2% | 0.78% | -3.3% |
| Q1 2022 | $2,888,000 | -6.9% | 10,762 | -1.8% | 0.81% | -1.3% |
| Q4 2021 | $3,101,000 | +6.4% | 10,955 | -1.1% | 0.82% | -4.2% |
| Q3 2021 | $2,915,000 | -7.5% | 11,081 | -5.5% | 0.86% | -7.5% |
| Q2 2021 | $3,151,000 | +5.8% | 11,725 | +2.5% | 0.93% | -2.8% |
| Q1 2021 | $2,977,000 | +13.6% | 11,437 | +0.3% | 0.95% | +34.6% |
| Q4 2020 | $2,621,000 | +22.7% | 11,405 | -1.1% | 0.71% | -15.0% |
| Q3 2020 | $2,136,000 | +4.1% | 11,527 | -0.1% | 0.83% | -5.7% |
| Q2 2020 | $2,052,000 | +19.2% | 11,537 | -3.6% | 0.88% | -0.8% |
| Q1 2020 | $1,722,000 | -39.1% | 11,972 | -12.8% | 0.89% | -15.6% |
| Q4 2019 | $2,827,000 | -3.3% | 13,734 | -9.2% | 1.05% | -11.3% |
| Q3 2019 | $2,924,000 | -7.0% | 15,132 | -6.5% | 1.19% | -7.6% |
| Q2 2019 | $3,145,000 | +4.9% | 16,188 | +2.3% | 1.29% | -0.3% |
| Q1 2019 | $2,997,000 | +20.3% | 15,823 | +5.4% | 1.29% | +9.1% |
| Q4 2018 | $2,492,000 | -13.9% | 15,007 | +4.4% | 1.18% | +7.2% |
| Q3 2018 | $2,893,000 | +3.7% | 14,370 | +0.3% | 1.10% | -1.3% |
| Q2 2018 | $2,791,000 | +5.2% | 14,330 | +1.3% | 1.12% | +2.7% |
| Q1 2018 | $2,654,000 | -2.5% | 14,148 | -1.4% | 1.09% | +0.9% |
| Q4 2017 | $2,723,000 | +4.4% | 14,346 | -1.6% | 1.08% | +2.3% |
| Q3 2017 | $2,608,000 | +0.5% | 14,577 | -1.9% | 1.06% | +0.4% |
| Q2 2017 | $2,594,000 | +14.2% | 14,853 | +11.2% | 1.05% | +6.6% |
| Q1 2017 | $2,272,000 | -1.0% | 13,363 | -1.6% | 0.99% | -4.3% |
| Q4 2016 | $2,296,000 | -99.9% | 13,584 | -2.4% | 1.03% | +3.8% |
| Q3 2016 | $2,112,778,000 | -1.5% | 13,925 | -3.0% | 0.99% | -1.2% |
| Q2 2016 | $2,144,792,000 | +5.2% | 14,357 | +1.5% | 1.00% | +3.7% |
| Q1 2016 | $2,039,134,000 | +4.1% | 14,142 | +0.6% | 0.97% | +2.8% |
| Q4 2015 | $1,958,421,000 | +3.9% | 14,057 | +0.4% | 0.94% | -3.0% |
| Q3 2015 | $1,885,491,000 | -10.2% | 14,002 | -0.0% | 0.97% | -2.7% |
| Q2 2015 | $2,100,769,000 | +100463.4% | 14,007 | +1.9% | 1.00% | -6.7% |
| Q1 2015 | $2,089,000 | +3.7% | 13,752 | -1.1% | 1.07% | +9.4% |
| Q4 2014 | $2,014,000 | – | 13,906 | – | 0.98% | – |
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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% |