ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,277 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.03 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,425,000 | +27.2% | 17,665 | +32.8% | 0.28% | +43.3% |
| Q2 2023 | $3,478,000 | +185690.6% | 13,304 | +77.8% | 0.19% | +34.7% |
| Q1 2023 | $1,872 | -44.9% | 7,483 | -46.8% | 0.14% | -34.5% |
| Q4 2022 | $3,400 | -99.9% | 14,056 | -20.6% | 0.22% | -23.3% |
| Q4 2021 | $5,011,000 | +21.2% | 17,702 | +12.7% | 0.29% | +2.9% |
| Q3 2021 | $4,133,000 | -17.0% | 15,710 | -15.2% | 0.28% | -15.5% |
| Q2 2021 | $4,979,000 | -36.5% | 18,526 | -35.4% | 0.33% | +20.9% |
| Q1 2021 | $7,841,000 | +155.9% | 28,675 | +115.1% | 0.27% | +108.4% |
| Q4 2020 | $3,064,000 | +50.1% | 13,331 | +21.0% | 0.13% | +28.4% |
| Q3 2020 | $2,041,000 | +5.5% | 11,015 | +1.3% | 0.10% | -3.8% |
| Q2 2020 | $1,934,000 | +28.5% | 10,878 | +4.0% | 0.11% | -4.5% |
| Q1 2020 | $1,505,000 | -28.2% | 10,460 | +2.7% | 0.11% | -30.6% |
| Q4 2019 | $2,097,000 | -57.1% | 10,189 | -59.7% | 0.16% | -60.4% |
| Q3 2019 | $4,890,000 | -11.4% | 25,305 | -13.1% | 0.40% | -34.4% |
| Q1 2019 | $5,517,000 | +6.8% | 29,128 | -6.3% | 0.62% | -15.7% |
| Q4 2018 | $5,164,000 | -22.6% | 31,095 | -7.6% | 0.73% | -48.4% |
| Q2 2018 | $6,674,000 | +14.9% | 33,653 | +8.6% | 1.42% | -2.3% |
| Q1 2018 | $5,808,000 | +2.8% | 31,001 | +7.3% | 1.45% | +5.1% |
| Q4 2017 | $5,648,000 | +2.9% | 28,889 | -4.0% | 1.38% | -3.6% |
| Q3 2017 | $5,491,000 | -1.6% | 30,082 | -6.1% | 1.43% | -9.6% |
| Q2 2017 | $5,582,000 | +8.4% | 32,028 | +7.2% | 1.58% | +4.1% |
| Q1 2017 | $5,151,000 | +10.6% | 29,863 | +10.9% | 1.52% | -2.5% |
| Q4 2016 | $4,659,000 | – | 26,933 | – | 1.56% | – |
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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% |