ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,212,673 | -1.5% | 137,207 | +3.3% | 3.42% | -0.6% |
| Q2 2023 | $34,716,725 | +3.8% | 132,770 | -0.7% | 3.44% | -1.1% |
| Q1 2023 | $33,445,169 | +6.5% | 133,695 | +3.0% | 3.48% | -2.2% |
| Q4 2022 | $31,407,996 | +16.5% | 129,844 | +5.6% | 3.56% | -0.1% |
| Q3 2022 | $26,957,000 | +3.5% | 122,947 | +6.8% | 3.56% | +1.9% |
| Q2 2022 | $26,052,000 | -11.8% | 115,157 | +4.7% | 3.50% | -2.1% |
| Q1 2022 | $29,522,000 | -3.3% | 110,014 | +2.1% | 3.58% | -1.8% |
| Q4 2021 | $30,514,000 | +88.8% | 107,793 | +75.5% | 3.64% | +61.5% |
| Q3 2021 | $16,160,000 | -0.2% | 61,428 | +2.0% | 2.26% | -3.9% |
| Q2 2021 | $16,185,000 | +11.1% | 60,226 | +7.6% | 2.35% | -0.7% |
| Q1 2021 | $14,564,000 | +11.1% | 55,954 | -1.9% | 2.36% | -2.9% |
| Q4 2020 | $13,110,000 | +28.0% | 57,044 | +3.2% | 2.43% | +9.1% |
| Q3 2020 | $10,239,000 | +7.0% | 55,255 | +2.7% | 2.23% | +5.3% |
| Q2 2020 | $9,569,000 | +31.7% | 53,814 | +6.6% | 2.12% | +74.2% |
| Q1 2020 | $7,264,000 | -25.4% | 50,463 | +5.8% | 1.22% | +3.7% |
| Q4 2019 | $9,731,000 | +80.6% | 47,685 | +70.4% | 1.17% | +41.5% |
| Q3 2019 | $5,388,000 | -27.0% | 27,989 | -26.6% | 0.83% | -29.0% |
| Q2 2019 | $7,384,000 | +16.1% | 38,110 | +13.2% | 1.17% | +4.5% |
| Q1 2019 | $6,361,000 | +10.6% | 33,676 | -3.1% | 1.12% | -27.1% |
| Q4 2018 | $5,751,000 | -44.1% | 34,739 | -32.1% | 1.53% | -47.8% |
| Q3 2018 | $10,281,000 | +226.1% | 51,161 | +214.7% | 2.94% | +165.9% |
| Q2 2018 | $3,153,000 | +24.8% | 16,256 | +20.1% | 1.10% | +20.6% |
| Q1 2018 | $2,526,000 | +60.9% | 13,534 | +62.6% | 0.92% | +46.3% |
| Q4 2017 | $1,570,000 | +6.1% | 8,323 | -0.1% | 0.63% | +2.5% |
| Q3 2017 | $1,480,000 | +5.0% | 8,334 | +2.1% | 0.61% | -1.9% |
| Q2 2017 | $1,409,000 | +1.4% | 8,162 | 0.0% | 0.62% | +2.0% |
| Q1 2017 | $1,390,000 | +6.1% | 8,162 | +2.6% | 0.61% | -7.0% |
| Q4 2016 | $1,310,000 | +22.3% | 7,959 | +14.0% | 0.66% | -6.0% |
| Q3 2016 | $1,071,000 | +10.5% | 6,982 | +6.9% | 0.70% | +4.8% |
| Q2 2016 | $969,000 | +70.0% | 6,532 | +63.3% | 0.67% | +80.8% |
| Q1 2016 | $570,000 | -13.5% | 4,000 | -16.6% | 0.37% | -19.1% |
| Q4 2015 | $659,000 | -13.4% | 4,796 | -14.4% | 0.46% | -13.1% |
| Q3 2015 | $761,000 | +3.3% | 5,606 | +13.5% | 0.52% | +11.9% |
| Q2 2015 | $737,000 | – | 4,940 | – | 0.47% | – |
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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% |