ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,166,723 | +310.3% | 12,700 | +330.2% | 0.61% | +315.1% |
| Q2 2023 | $771,865 | +4.5% | 2,952 | 0.0% | 0.15% | -7.6% |
| Q1 2023 | $738,398 | +3.4% | 2,952 | +0.0% | 0.16% | -3.7% |
| Q4 2022 | $713,922 | -8.0% | 2,951 | -16.7% | 0.16% | -3.0% |
| Q3 2022 | $776,000 | -2.3% | 3,541 | +0.9% | 0.17% | -12.0% |
| Q2 2022 | $794,000 | -38.5% | 3,511 | -27.1% | 0.19% | -35.1% |
| Q1 2022 | $1,292,000 | -10.5% | 4,815 | -5.6% | 0.30% | -9.2% |
| Q4 2021 | $1,443,000 | -11.9% | 5,098 | -18.1% | 0.33% | -22.9% |
| Q3 2021 | $1,638,000 | +27.7% | 6,226 | +30.4% | 0.42% | +24.4% |
| Q2 2021 | $1,283,000 | +66.2% | 4,775 | +61.0% | 0.34% | +41.1% |
| Q1 2021 | $772,000 | +10.8% | 2,966 | -2.2% | 0.24% | +3.4% |
| Q4 2020 | $697,000 | +16.6% | 3,032 | -6.0% | 0.23% | +2.6% |
| Q3 2020 | $598,000 | +4.4% | 3,225 | 0.0% | 0.23% | -10.3% |
| Q2 2020 | $573,000 | +20.6% | 3,225 | -2.2% | 0.25% | +2.0% |
| Q1 2020 | $475,000 | -76.1% | 3,299 | -65.8% | 0.25% | -70.5% |
| Q4 2019 | $1,988,000 | +33.3% | 9,659 | +25.2% | 0.84% | +30.8% |
| Q3 2019 | $1,491,000 | +0.5% | 7,716 | +1.0% | 0.64% | -4.5% |
| Q2 2019 | $1,484,000 | +1.8% | 7,637 | -0.8% | 0.67% | -1.0% |
| Q1 2019 | $1,458,000 | +18.6% | 7,698 | +4.0% | 0.68% | -15.0% |
| Q4 2018 | $1,229,000 | -33.1% | 7,401 | -18.8% | 0.80% | -16.7% |
| Q3 2018 | $1,836,000 | +3.6% | 9,120 | +0.2% | 0.96% | -2.4% |
| Q2 2018 | $1,773,000 | +0.3% | 9,105 | -3.4% | 0.98% | -1.5% |
| Q1 2018 | $1,768,000 | -1.1% | 9,427 | +0.1% | 1.00% | -4.3% |
| Q4 2017 | $1,788,000 | +2.6% | 9,421 | -2.0% | 1.04% | +13.6% |
| Q3 2017 | $1,743,000 | +3.0% | 9,613 | -1.2% | 0.92% | -3.8% |
| Q2 2017 | $1,692,000 | -4.9% | 9,725 | -6.4% | 0.96% | +1.5% |
| Q1 2017 | $1,779,000 | +7.0% | 10,389 | +3.3% | 0.94% | -6.6% |
| Q4 2016 | $1,662,000 | +20.8% | 10,055 | +13.1% | 1.01% | +20.9% |
| Q3 2016 | $1,376,000 | +3.8% | 8,894 | +0.3% | 0.83% | +0.7% |
| Q2 2016 | $1,325,000 | +11.8% | 8,868 | +7.9% | 0.83% | -4.9% |
| Q1 2016 | $1,185,000 | -8.8% | 8,218 | -11.9% | 0.87% | -4.0% |
| Q4 2015 | $1,299,000 | -26.6% | 9,326 | -25.4% | 0.91% | -33.6% |
| Q3 2015 | $1,770,000 | -24.2% | 12,503 | -18.6% | 1.36% | -8.9% |
| Q1 2015 | $2,335,000 | – | 15,365 | – | 1.50% | – |
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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% |