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 | $25,388,032 | +6.9% | 101,650 | +14.2% | 1.74% | +4.9% |
| Q2 2023 | $23,742,731 | +9.6% | 88,981 | +2.8% | 1.66% | +2.9% |
| Q1 2023 | $21,663,339 | +13.2% | 86,598 | +9.1% | 1.61% | +5.4% |
| Q4 2022 | $19,134,899 | +70.1% | 79,375 | +54.7% | 1.53% | +4.4% |
| Q3 2022 | $11,250,000 | -24.3% | 51,309 | -21.9% | 1.46% | -10.6% |
| Q2 2022 | $14,856,000 | -10.9% | 65,670 | +5.7% | 1.64% | -7.8% |
| Q1 2022 | $16,679,000 | -4.3% | 62,156 | +0.9% | 1.77% | -4.1% |
| Q4 2021 | $17,437,000 | +7.7% | 61,598 | +0.1% | 1.85% | +2.6% |
| Q3 2021 | $16,189,000 | -1.5% | 61,539 | +0.6% | 1.80% | 0.0% |
| Q2 2021 | $16,435,000 | +2.7% | 61,159 | -0.5% | 1.80% | -24.4% |
| Q1 2021 | $15,998,000 | +38.5% | 61,464 | +22.3% | 2.39% | +16.2% |
| Q4 2020 | $11,552,000 | +20.9% | 50,262 | -2.5% | 2.05% | +2.6% |
| Q3 2020 | $9,556,000 | -6.8% | 51,567 | -2.3% | 2.00% | -9.0% |
| Q2 2020 | $10,249,000 | +27.3% | 52,767 | +1.5% | 2.20% | +2.9% |
| Q1 2020 | $8,050,000 | -2.0% | 52,003 | +31.4% | 2.14% | +10.7% |
| Q4 2019 | $8,216,000 | – | 39,588 | – | 1.93% | – |
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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% |