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 | $6,034,987 | -5.8% | 24,203 | -1.2% | 1.23% | -5.0% |
Q2 2023 | $6,408,124 | +5.1% | 24,507 | +0.6% | 1.30% | -3.6% |
Q1 2023 | $6,094,793 | +14.8% | 24,364 | +11.0% | 1.34% | +4.3% |
Q4 2022 | $5,307,583 | +7.6% | 21,942 | -2.4% | 1.29% | -10.5% |
Q3 2022 | $4,931,000 | +20.4% | 22,490 | +24.2% | 1.44% | +17.8% |
Q2 2022 | $4,096,000 | -14.5% | 18,107 | +1.4% | 1.22% | -5.5% |
Q1 2022 | $4,792,000 | -1.0% | 17,859 | +4.4% | 1.29% | +10.7% |
Q4 2021 | $4,840,000 | -1.1% | 17,099 | -8.0% | 1.17% | -16.2% |
Q3 2021 | $4,892,000 | -1.7% | 18,595 | +0.4% | 1.39% | -3.1% |
Q2 2021 | $4,975,000 | +2.6% | 18,515 | -0.6% | 1.44% | -13.0% |
Q1 2021 | $4,848,000 | +3.6% | 18,627 | -8.5% | 1.65% | -6.3% |
Q4 2020 | $4,680,000 | +25.6% | 20,363 | +1.2% | 1.76% | +8.1% |
Q3 2020 | $3,727,000 | +10.2% | 20,115 | +5.7% | 1.63% | -1.3% |
Q2 2020 | $3,383,000 | +13.4% | 19,028 | -8.2% | 1.65% | -1.5% |
Q1 2020 | $2,983,000 | -23.5% | 20,737 | +9.4% | 1.68% | -14.7% |
Q4 2019 | $3,900,000 | +9.6% | 18,950 | +2.9% | 1.97% | -7.9% |
Q3 2019 | $3,559,000 | +2.2% | 18,419 | +2.8% | 2.14% | +1.4% |
Q2 2019 | $3,481,000 | +4.3% | 17,920 | +1.7% | 2.11% | -0.4% |
Q1 2019 | $3,337,000 | +5.6% | 17,617 | -7.5% | 2.12% | -1.2% |
Q4 2018 | $3,161,000 | -19.7% | 19,036 | -2.7% | 2.14% | -4.2% |
Q3 2018 | $3,938,000 | +2.5% | 19,563 | -0.8% | 2.24% | +4.3% |
Q2 2018 | $3,841,000 | +3.6% | 19,717 | -0.2% | 2.14% | +0.5% |
Q1 2018 | $3,706,000 | -12.8% | 19,758 | -11.7% | 2.13% | -9.0% |
Q4 2017 | $4,249,000 | +9.1% | 22,387 | +2.9% | 2.34% | +2.2% |
Q3 2017 | $3,893,000 | +6.4% | 21,758 | +3.5% | 2.30% | +1.6% |
Q2 2017 | $3,659,000 | +1.4% | 21,032 | -0.2% | 2.26% | -8.2% |
Q1 2017 | $3,608,000 | -3.2% | 21,072 | -6.5% | 2.46% | -18.3% |
Q4 2016 | $3,726,000 | +4.9% | 22,535 | -1.9% | 3.01% | -8.8% |
Q3 2016 | $3,553,000 | +6.4% | 22,966 | +2.7% | 3.30% | -6.2% |
Q2 2016 | $3,339,000 | +3.6% | 22,352 | -0.0% | 3.52% | +8.8% |
Q1 2016 | $3,224,000 | +92.4% | 22,357 | +85.8% | 3.23% | +113.7% |
Q4 2015 | $1,676,000 | +45.4% | 12,035 | +42.6% | 1.51% | +30.5% |
Q3 2015 | $1,153,000 | +121.7% | 8,442 | +143.1% | 1.16% | +138.5% |
Q2 2015 | $520,000 | +154.9% | 3,472 | +158.1% | 0.49% | +157.1% |
Q1 2015 | $204,000 | – | 1,345 | – | 0.19% | – |
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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% |