ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $261 | -99.9% | 1,080 | 0.0% | 0.03% | +4.0% |
| Q3 2022 | $237,000 | -2.9% | 1,080 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $244,000 | -26.1% | 1,080 | -12.2% | 0.02% | -7.4% |
| Q1 2022 | $330,000 | -66.8% | 1,230 | -65.0% | 0.03% | -64.9% |
| Q4 2021 | $994,000 | +4.0% | 3,512 | -3.4% | 0.08% | -56.2% |
| Q3 2021 | $956,000 | -0.6% | 3,634 | +1.6% | 0.18% | +40.8% |
| Q2 2021 | $962,000 | +9.7% | 3,578 | +6.2% | 0.12% | -6.0% |
| Q1 2021 | $877,000 | +38.5% | 3,369 | +22.5% | 0.13% | +43.0% |
| Q4 2020 | $633,000 | -16.5% | 2,751 | -32.8% | 0.09% | -25.6% |
| Q3 2020 | $758,000 | -64.2% | 4,092 | -65.7% | 0.12% | -67.8% |
| Q2 2020 | $2,118,000 | -0.8% | 11,913 | -19.8% | 0.39% | -21.0% |
| Q1 2020 | $2,136,000 | -33.4% | 14,847 | -4.8% | 0.49% | -8.7% |
| Q4 2019 | $3,209,000 | +12.6% | 15,594 | +5.7% | 0.54% | +10.2% |
| Q3 2019 | $2,851,000 | +1.5% | 14,754 | +2.0% | 0.49% | -20.8% |
| Q2 2019 | $2,810,000 | +9.5% | 14,467 | +6.8% | 0.62% | -2.5% |
| Q1 2019 | $2,567,000 | +13.5% | 13,552 | -0.5% | 0.63% | -5.1% |
| Q4 2018 | $2,262,000 | -10.1% | 13,626 | +9.0% | 0.67% | +7.9% |
| Q3 2018 | $2,516,000 | +21.9% | 12,503 | +17.9% | 0.62% | +12.2% |
| Q2 2018 | $2,064,000 | +11.9% | 10,605 | +7.9% | 0.55% | -3.7% |
| Q1 2018 | $1,844,000 | +8.3% | 9,833 | +9.6% | 0.57% | +16.5% |
| Q4 2017 | $1,702,000 | +17.3% | 8,973 | +10.6% | 0.49% | +0.6% |
| Q3 2017 | $1,451,000 | +10.9% | 8,112 | +7.8% | 0.49% | +4.7% |
| Q2 2017 | $1,308,000 | +0.7% | 7,522 | -0.9% | 0.46% | -7.2% |
| Q1 2017 | $1,299,000 | +10.3% | 7,592 | +6.6% | 0.50% | -3.8% |
| Q4 2016 | $1,178,000 | +17.7% | 7,125 | +10.1% | 0.52% | +10.1% |
| Q3 2016 | $1,001,000 | -12.7% | 6,469 | -15.7% | 0.47% | -14.0% |
| Q2 2016 | $1,146,000 | -1.9% | 7,672 | -5.3% | 0.55% | -6.1% |
| Q1 2016 | $1,168,000 | +55.7% | 8,099 | +50.5% | 0.59% | +51.0% |
| Q4 2015 | $750,000 | – | 5,383 | – | 0.39% | – |
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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% |