ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,827,350 | -5.7% | 83,527 | -1.1% | 3.65% | -3.3% |
| Q2 2023 | $22,093,645 | -4.6% | 84,495 | -8.8% | 3.78% | -4.7% |
| Q1 2023 | $23,165,570 | -0.5% | 92,603 | -3.8% | 3.96% | -6.0% |
| Q4 2022 | $23,275,155 | +3.5% | 96,222 | -6.2% | 4.22% | -9.9% |
| Q3 2022 | $22,486,000 | -36.8% | 102,556 | -34.8% | 4.68% | -18.6% |
| Q2 2022 | $35,572,000 | -15.2% | 157,239 | +0.6% | 5.75% | +2.5% |
| Q1 2022 | $41,959,000 | -5.1% | 156,364 | +0.1% | 5.61% | +6.8% |
| Q4 2021 | $44,204,000 | +70.7% | 156,154 | +58.6% | 5.25% | -66.6% |
| Q3 2021 | $25,902,000 | -2.2% | 98,459 | -0.1% | 15.72% | -0.8% |
| Q2 2021 | $26,497,000 | +3.3% | 98,603 | +0.0% | 15.85% | +7.8% |
| Q1 2021 | $25,655,000 | +12.6% | 98,567 | -0.6% | 14.70% | +11.6% |
| Q4 2020 | $22,782,000 | +27.0% | 99,124 | +2.4% | 13.17% | +21.5% |
| Q3 2020 | $17,945,000 | -2.1% | 96,839 | -6.0% | 10.84% | -4.8% |
| Q2 2020 | $18,325,000 | +42.9% | 103,056 | +15.6% | 11.39% | +35.1% |
| Q1 2020 | $12,822,000 | -50.5% | 89,129 | -29.1% | 8.43% | -0.7% |
| Q4 2019 | $25,882,000 | +8.3% | 125,753 | +1.7% | 8.49% | -14.5% |
| Q3 2019 | $23,892,000 | -1.9% | 123,645 | -1.4% | 9.93% | +3.1% |
| Q2 2019 | $24,365,000 | +3.6% | 125,426 | +1.0% | 9.64% | +8.1% |
| Q1 2019 | $23,520,000 | +49.8% | 124,180 | +31.4% | 8.92% | +4.2% |
| Q4 2018 | $15,697,000 | -13.6% | 94,524 | +4.8% | 8.55% | -0.8% |
| Q3 2018 | $18,162,000 | +7.4% | 90,227 | +3.9% | 8.62% | +8.0% |
| Q2 2018 | $16,918,000 | +10.1% | 86,855 | +6.1% | 7.98% | +8.6% |
| Q1 2018 | $15,362,000 | +0.2% | 81,900 | +1.4% | 7.35% | +7.1% |
| Q4 2017 | $15,334,000 | +18.4% | 80,798 | +11.6% | 6.86% | -17.5% |
| Q3 2017 | $12,950,000 | -5.1% | 72,384 | -7.7% | 8.31% | +13.9% |
| Q2 2017 | $13,648,000 | -24.3% | 78,457 | -25.5% | 7.30% | -19.8% |
| Q1 2017 | $18,024,000 | +2.0% | 105,270 | -1.5% | 9.09% | -6.5% |
| Q4 2016 | $17,668,000 | +7.4% | 106,861 | -0.3% | 9.72% | +13.1% |
| Q3 2016 | $16,455,000 | +5.0% | 107,143 | +1.8% | 8.60% | +1.0% |
| Q2 2016 | $15,673,000 | +0.0% | 105,229 | -3.2% | 8.52% | +5.7% |
| Q1 2016 | $15,669,000 | +0.6% | 108,670 | -2.8% | 8.05% | -4.8% |
| Q4 2015 | $15,571,000 | – | 111,766 | – | 8.46% | – |
Download | ||||||
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% |