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 | $1,715,844 | -4.2% | 6,850 | 0.0% | 0.86% | +1.1% |
| Q2 2023 | $1,791,138 | +4.5% | 6,850 | 0.0% | 0.86% | +6.5% |
| Q1 2023 | $1,713,596 | +3.4% | 6,850 | 0.0% | 0.80% | +0.8% |
| Q4 2022 | $1,656,947 | +10.3% | 6,850 | 0.0% | 0.80% | +5.0% |
| Q3 2022 | $1,502,000 | -3.1% | 6,850 | 0.0% | 0.76% | +4.1% |
| Q2 2022 | $1,550,000 | -15.7% | 6,850 | 0.0% | 0.73% | +2.0% |
| Q1 2022 | $1,838,000 | -5.2% | 6,850 | 0.0% | 0.72% | -5.7% |
| Q4 2021 | $1,939,000 | +7.6% | 6,850 | 0.0% | 0.76% | -6.2% |
| Q3 2021 | $1,802,000 | -2.1% | 6,850 | 0.0% | 0.81% | -2.6% |
| Q2 2021 | $1,841,000 | +17.9% | 6,850 | +14.2% | 0.83% | +3.6% |
| Q1 2021 | $1,562,000 | +13.3% | 6,000 | 0.0% | 0.80% | +3.0% |
| Q4 2020 | $1,379,000 | -27.0% | 6,000 | -41.2% | 0.78% | -35.3% |
| Q3 2020 | $1,890,000 | +4.2% | 10,200 | 0.0% | 1.20% | -7.2% |
| Q2 2020 | $1,814,000 | +23.7% | 10,200 | 0.0% | 1.30% | +17.9% |
| Q1 2020 | $1,467,000 | -41.6% | 10,200 | -16.4% | 1.10% | -22.5% |
| Q4 2019 | $2,511,000 | +6.5% | 12,200 | 0.0% | 1.42% | -10.6% |
| Q3 2019 | $2,357,000 | -0.8% | 12,200 | 0.0% | 1.59% | -4.2% |
| Q2 2019 | $2,377,000 | -17.4% | 12,200 | -19.7% | 1.66% | -12.2% |
| Q1 2019 | $2,879,000 | +14.1% | 15,200 | 0.0% | 1.89% | +5.2% |
| Q4 2018 | $2,524,000 | -5.4% | 15,200 | +15.2% | 1.79% | +7.5% |
| Q3 2018 | $2,668,000 | +3.3% | 13,200 | 0.0% | 1.67% | -11.2% |
| Q2 2018 | $2,582,000 | +4.3% | 13,200 | 0.0% | 1.88% | +6.5% |
| Q1 2018 | $2,476,000 | +210.7% | 13,200 | +214.3% | 1.76% | +122.9% |
| Q4 2017 | $797,000 | +6.1% | 4,200 | 0.0% | 0.79% | +4.9% |
| Q3 2017 | $751,000 | +2.5% | 4,200 | 0.0% | 0.76% | +1.5% |
| Q2 2017 | $733,000 | +1.2% | 4,200 | 0.0% | 0.74% | -5.0% |
| Q1 2017 | $724,000 | – | 4,200 | – | 0.78% | – |
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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% |