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 | $6,032,388 | -4.7% | 24,192 | -0.1% | 0.59% | -5.6% |
| Q2 2023 | $6,333,164 | +14.2% | 24,220 | +9.3% | 0.63% | -4.4% |
| Q1 2023 | $5,545,657 | -4.7% | 22,168 | -7.9% | 0.66% | -5.2% |
| Q4 2022 | $5,821,427 | +4.8% | 24,066 | -5.0% | 0.69% | -4.0% |
| Q3 2022 | $5,556,000 | -7.3% | 25,338 | -4.4% | 0.72% | -0.8% |
| Q2 2022 | $5,994,000 | -16.7% | 26,494 | -1.2% | 0.73% | -7.3% |
| Q1 2022 | $7,196,000 | -1.8% | 26,818 | +3.6% | 0.78% | -9.8% |
| Q4 2021 | $7,331,000 | +11.7% | 25,898 | +3.8% | 0.87% | +4.6% |
| Q3 2021 | $6,566,000 | +1.5% | 24,957 | +3.7% | 0.83% | +2.1% |
| Q2 2021 | $6,469,000 | +4.6% | 24,071 | +1.3% | 0.81% | -6.9% |
| Q1 2021 | $6,183,000 | +28.1% | 23,754 | +13.1% | 0.87% | +21.8% |
| Q4 2020 | $4,826,000 | +138.9% | 20,997 | +92.7% | 0.72% | +88.7% |
| Q3 2020 | $2,020,000 | -19.9% | 10,898 | -23.2% | 0.38% | -25.6% |
| Q2 2020 | $2,523,000 | +63.8% | 14,191 | +32.6% | 0.51% | +35.9% |
| Q1 2020 | $1,540,000 | +30.0% | 10,705 | +86.0% | 0.38% | +18.6% |
| Q4 2019 | $1,185,000 | +14.1% | 5,755 | +7.0% | 0.32% | +9.3% |
| Q3 2019 | $1,039,000 | +2.5% | 5,376 | +2.5% | 0.29% | -5.8% |
| Q2 2019 | $1,014,000 | +14.1% | 5,243 | +11.7% | 0.31% | -6.9% |
| Q1 2019 | $889,000 | +18.9% | 4,694 | +4.1% | 0.33% | +3.8% |
| Q4 2018 | $748,000 | -13.6% | 4,507 | +4.7% | 0.32% | -21.4% |
| Q3 2018 | $866,000 | +22.5% | 4,303 | +18.6% | 0.41% | +14.7% |
| Q2 2018 | $707,000 | +52.7% | 3,628 | +46.9% | 0.35% | +37.2% |
| Q1 2018 | $463,000 | +29.3% | 2,470 | +31.0% | 0.26% | +22.9% |
| Q4 2017 | $358,000 | +5.6% | 1,886 | -0.4% | 0.21% | +1.0% |
| Q3 2017 | $339,000 | -21.0% | 1,893 | -23.3% | 0.21% | -26.5% |
| Q2 2017 | $429,000 | +4.4% | 2,468 | +2.8% | 0.28% | -6.0% |
| Q1 2017 | $411,000 | +19.8% | 2,401 | +15.7% | 0.30% | +1.3% |
| Q4 2016 | $343,000 | – | 2,075 | – | 0.30% | – |
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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% |