ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,395,314 | -5.1% | 1,332,999 | -0.5% | 5.49% | -4.1% |
| Q2 2023 | $350,254,447 | +6.3% | 1,339,508 | +1.7% | 5.72% | +1.2% |
| Q1 2023 | $329,417,191 | +8.3% | 1,316,826 | +4.7% | 5.65% | +2.1% |
| Q4 2022 | $304,306,843 | +10.1% | 1,258,038 | -0.2% | 5.54% | -4.1% |
| Q3 2022 | $276,408,000 | -2.3% | 1,260,641 | +0.8% | 5.78% | -2.3% |
| Q2 2022 | $282,912,000 | +38.9% | 1,250,550 | +64.8% | 5.91% | +29.1% |
| Q1 2022 | $203,670,000 | -0.5% | 758,998 | +4.9% | 4.58% | +1.1% |
| Q4 2021 | $204,794,000 | -33.3% | 723,449 | -38.0% | 4.53% | -28.8% |
| Q3 2021 | $306,828,000 | +92.8% | 1,166,335 | +96.9% | 6.37% | +52.2% |
| Q2 2021 | $159,163,000 | -4.2% | 592,279 | -7.2% | 4.18% | +6.1% |
| Q1 2021 | $166,177,000 | +68.0% | 638,454 | +48.4% | 3.94% | +34.0% |
| Q4 2020 | $98,900,000 | +143.4% | 430,319 | +96.2% | 2.94% | +21.8% |
| Q3 2020 | $40,634,000 | +42.2% | 219,275 | +36.5% | 2.42% | +21.4% |
| Q2 2020 | $28,567,000 | -25.0% | 160,652 | -39.3% | 1.99% | +24.7% |
| Q1 2020 | $38,075,000 | +678.2% | 264,669 | +1013.3% | 1.60% | +348.3% |
| Q4 2019 | $4,893,000 | +930.1% | 23,773 | +866.8% | 0.36% | +812.8% |
| Q3 2019 | $475,000 | +187.9% | 2,459 | +148.1% | 0.04% | +143.8% |
| Q4 2018 | $165,000 | – | 991 | – | 0.02% | – |
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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% |