ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,323,168 | -1.5% | 113,588 | +3.3% | 2.48% | +2.2% |
| Q2 2023 | $28,752,341 | +8.5% | 109,960 | +3.8% | 2.43% | +6.6% |
| Q1 2023 | $26,495,697 | -35.7% | 105,915 | -37.8% | 2.28% | -30.0% |
| Q4 2022 | $41,180,563 | +61.0% | 170,245 | +45.9% | 3.25% | +21.5% |
| Q3 2022 | $25,578,000 | +2.6% | 116,653 | +5.9% | 2.68% | +7.3% |
| Q2 2022 | $24,932,000 | -18.2% | 110,203 | -2.9% | 2.50% | -8.6% |
| Q1 2022 | $30,467,000 | -11.2% | 113,540 | -6.3% | 2.73% | -9.9% |
| Q4 2021 | $34,302,000 | +5.2% | 121,173 | -2.2% | 3.03% | -9.0% |
| Q3 2021 | $32,596,000 | +7.4% | 123,907 | +9.8% | 3.33% | +10.1% |
| Q2 2021 | $30,340,000 | +3.8% | 112,898 | +0.5% | 3.03% | -8.3% |
| Q1 2021 | $29,243,000 | +16.3% | 112,354 | +2.7% | 3.30% | +4.3% |
| Q4 2020 | $25,141,000 | +108.4% | 109,391 | +68.0% | 3.17% | +84.8% |
| Q3 2020 | $12,064,000 | -0.7% | 65,102 | -4.7% | 1.71% | -2.9% |
| Q2 2020 | $12,150,000 | +49.2% | 68,326 | +20.7% | 1.76% | +23.8% |
| Q1 2020 | $8,144,000 | -4.8% | 56,609 | +36.1% | 1.43% | +16.7% |
| Q4 2019 | $8,559,000 | +3154.4% | 41,583 | +2955.3% | 1.22% | +3115.8% |
| Q3 2019 | $263,000 | -48.5% | 1,361 | -48.3% | 0.04% | -49.3% |
| Q2 2019 | $511,000 | -1.5% | 2,630 | -3.9% | 0.08% | -10.7% |
| Q1 2019 | $519,000 | – | 2,738 | – | 0.08% | – |
Download | ||||||
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% |