ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,867,536 | -2.6% | 19,520 | +2.2% | 8.44% | +0.8% |
| Q2 2023 | $4,995,026 | +8.0% | 19,102 | +3.3% | 8.38% | +3.4% |
| Q1 2023 | $4,625,612 | +104813.0% | 18,491 | +1.5% | 8.10% | -5.2% |
| Q4 2022 | $4,409 | -99.9% | 18,225 | -2.1% | 8.54% | -0.7% |
| Q3 2022 | $4,081,000 | +1.2% | 18,614 | +4.4% | 8.60% | -3.5% |
| Q2 2022 | $4,032,000 | -11.7% | 17,821 | +4.7% | 8.91% | -0.4% |
| Q1 2022 | $4,566,000 | -25.5% | 17,014 | -21.4% | 8.94% | -4.8% |
| Q4 2021 | $6,130,000 | +5.1% | 21,655 | -2.3% | 9.40% | -0.6% |
| Q3 2021 | $5,832,000 | +1.0% | 22,167 | +3.2% | 9.45% | -2.0% |
| Q2 2021 | $5,774,000 | +3.4% | 21,485 | +0.2% | 9.64% | -4.4% |
| Q1 2021 | $5,582,000 | +6.5% | 21,446 | -6.0% | 10.09% | +6.5% |
| Q4 2020 | $5,243,000 | +11.4% | 22,810 | -10.2% | 9.48% | -0.7% |
| Q3 2020 | $4,706,000 | +6.0% | 25,395 | +1.7% | 9.54% | +0.2% |
| Q2 2020 | $4,440,000 | +20.1% | 24,969 | -2.8% | 9.52% | +5.9% |
| Q1 2020 | $3,697,000 | -18.3% | 25,697 | +16.8% | 8.99% | -3.8% |
| Q4 2019 | $4,527,000 | +1.9% | 21,997 | -4.3% | 9.35% | -1.8% |
| Q3 2019 | $4,443,000 | -9.7% | 22,995 | -9.2% | 9.52% | +18.2% |
| Q2 2019 | $4,920,000 | -10.6% | 25,328 | -12.8% | 8.06% | -6.2% |
| Q1 2019 | $5,502,000 | +9.6% | 29,052 | -3.9% | 8.59% | +6.0% |
| Q4 2018 | $5,020,000 | -10.4% | 30,231 | +8.6% | 8.11% | +0.0% |
| Q3 2018 | $5,603,000 | -68.3% | 27,836 | -70.4% | 8.11% | -29.8% |
| Q2 2018 | $17,659,000 | 0.0% | 94,144 | 0.0% | 11.56% | 0.0% |
| Q1 2018 | $17,659,000 | +1.0% | 94,144 | +2.2% | 11.56% | -0.2% |
| Q4 2017 | $17,491,000 | +1.6% | 92,162 | -4.3% | 11.58% | -0.9% |
| Q3 2017 | $17,222,000 | +18.8% | 96,267 | +15.6% | 11.69% | +5.8% |
| Q2 2017 | $14,492,000 | -13.3% | 83,310 | -14.7% | 11.05% | -7.9% |
| Q1 2017 | $16,714,000 | +9.8% | 97,617 | +6.0% | 12.00% | +2.2% |
| Q4 2016 | $15,222,000 | +3.6% | 92,064 | -3.1% | 11.74% | +0.8% |
| Q3 2016 | $14,697,000 | +44.0% | 94,996 | +39.0% | 11.65% | +9.3% |
| Q2 2016 | $10,206,000 | -35.2% | 68,319 | -37.4% | 10.66% | -17.3% |
| Q1 2016 | $15,743,000 | +7.0% | 109,183 | +3.4% | 12.89% | +2.9% |
| Q4 2015 | $14,709,000 | +9.7% | 105,578 | +7.6% | 12.54% | +0.9% |
| Q3 2015 | $13,405,000 | -6.3% | 98,126 | +2.8% | 12.42% | -2.5% |
| Q2 2015 | $14,312,000 | +1.6% | 95,425 | +2.9% | 12.73% | -0.2% |
| Q1 2015 | $14,093,000 | – | 92,728 | – | 12.76% | – |
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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% |