ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,409,077 | -12.3% | 5,651 | -8.0% | 0.27% | +2.6% |
| Q2 2023 | $1,606,010 | +4.5% | 6,142 | 0.0% | 0.27% | -4.3% |
| Q1 2023 | $1,536,483 | +3.8% | 6,142 | +0.4% | 0.28% | +4.5% |
| Q4 2022 | $1,479,641 | -1.5% | 6,117 | -10.7% | 0.27% | -15.8% |
| Q3 2022 | $1,502,000 | +8.5% | 6,852 | +12.0% | 0.32% | +10.9% |
| Q2 2022 | $1,384,000 | -15.7% | 6,117 | 0.0% | 0.28% | +1.1% |
| Q1 2022 | $1,641,000 | -4.1% | 6,117 | +1.1% | 0.28% | -6.3% |
| Q4 2021 | $1,712,000 | +7.6% | 6,049 | 0.0% | 0.30% | +18.0% |
| Q3 2021 | $1,591,000 | -12.5% | 6,049 | -10.6% | 0.26% | -11.5% |
| Q2 2021 | $1,818,000 | -1.1% | 6,767 | -0.4% | 0.29% | -10.6% |
| Q1 2021 | $1,838,000 | +17.7% | 6,794 | 0.0% | 0.32% | +33.1% |
| Q4 2020 | $1,561,000 | +75.8% | 6,794 | +41.7% | 0.24% | +40.7% |
| Q3 2020 | $888,000 | +4.2% | 4,794 | 0.0% | 0.17% | -1.1% |
| Q2 2020 | $852,000 | +243.5% | 4,794 | +178.1% | 0.17% | +176.2% |
| Q1 2020 | $248,000 | -59.1% | 1,724 | -41.5% | 0.06% | -51.9% |
| Q4 2019 | $607,000 | +4.8% | 2,949 | -1.7% | 0.13% | +6.5% |
| Q3 2019 | $579,000 | -4.6% | 2,999 | -4.0% | 0.12% | -3.9% |
| Q2 2019 | $607,000 | +5.4% | 3,124 | +2.7% | 0.13% | -15.8% |
| Q1 2019 | $576,000 | +14.1% | 3,043 | 0.0% | 0.15% | +4.8% |
| Q4 2018 | $505,000 | -18.3% | 3,043 | -0.8% | 0.14% | -5.2% |
| Q3 2018 | $618,000 | -14.5% | 3,068 | -17.4% | 0.15% | -21.5% |
| Q2 2018 | $723,000 | +18.5% | 3,713 | +14.1% | 0.20% | +16.8% |
| Q1 2018 | $610,000 | -20.7% | 3,253 | -19.7% | 0.17% | -16.9% |
| Q4 2017 | $769,000 | +6.1% | 4,053 | 0.0% | 0.20% | +2.0% |
| Q3 2017 | $725,000 | +2.8% | 4,053 | 0.0% | 0.20% | -1.0% |
| Q2 2017 | $705,000 | +1.6% | 4,053 | 0.0% | 0.20% | -0.5% |
| Q1 2017 | $694,000 | +3.6% | 4,053 | 0.0% | 0.20% | -4.8% |
| Q4 2016 | $670,000 | +19.0% | 4,053 | +11.4% | 0.21% | +9.9% |
| Q3 2016 | $563,000 | -37.9% | 3,638 | -40.0% | 0.19% | -39.6% |
| Q2 2016 | $906,000 | -3.6% | 6,064 | -7.0% | 0.32% | -24.0% |
| Q1 2016 | $940,000 | +3.4% | 6,521 | 0.0% | 0.42% | +4.0% |
| Q4 2015 | $909,000 | +62.6% | 6,521 | +59.2% | 0.40% | +36.5% |
| Q3 2015 | $559,000 | -25.6% | 4,095 | -18.2% | 0.29% | -28.2% |
| Q2 2015 | $751,000 | +8.5% | 5,007 | +10.0% | 0.41% | +13.6% |
| Q1 2015 | $692,000 | – | 4,552 | – | 0.36% | – |
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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% |