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 | $10,445,038 | +0.1% | 41,889 | +4.9% | 1.31% | +2.2% |
| Q2 2023 | $10,437,399 | +3.0% | 39,917 | -1.5% | 1.28% | -12.5% |
| Q1 2023 | $10,136,932 | +2.4% | 40,522 | -1.0% | 1.46% | +4.9% |
| Q4 2022 | $9,895,955 | +25.2% | 40,911 | +13.4% | 1.40% | -1.2% |
| Q3 2022 | $7,907,000 | -2.2% | 36,066 | +0.9% | 1.41% | +0.8% |
| Q2 2022 | $8,083,000 | -37.8% | 35,731 | -26.2% | 1.40% | -16.9% |
| Q1 2022 | $12,996,000 | -7.8% | 48,432 | -2.8% | 1.68% | +1.0% |
| Q4 2021 | $14,101,000 | +13.8% | 49,815 | +5.8% | 1.67% | -1.7% |
| Q3 2021 | $12,387,000 | +5.6% | 47,088 | +8.5% | 1.70% | +3.5% |
| Q2 2021 | $11,728,000 | +25.4% | 43,394 | +20.8% | 1.64% | +6.2% |
| Q1 2021 | $9,353,000 | +22.6% | 35,935 | +8.3% | 1.54% | +14.0% |
| Q4 2020 | $7,626,000 | +253.9% | 33,185 | +209.5% | 1.35% | +174.4% |
| Q3 2020 | $2,155,000 | +71.2% | 10,723 | +51.4% | 0.49% | +62.7% |
| Q2 2020 | $1,259,000 | +211.6% | 7,082 | +151.8% | 0.30% | +111.9% |
| Q1 2020 | $404,000 | -97.7% | 2,813 | -96.7% | 0.14% | -96.9% |
| Q4 2019 | $17,441,000 | +9.9% | 84,742 | +3.2% | 4.66% | -6.2% |
| Q3 2019 | $15,871,000 | -2.9% | 82,139 | -2.1% | 4.97% | -6.5% |
| Q2 2019 | $16,337,000 | +1.2% | 83,862 | -1.6% | 5.31% | -1.7% |
| Q1 2019 | $16,138,000 | +16.0% | 85,209 | +1.7% | 5.40% | -6.8% |
| Q4 2018 | $13,914,000 | -17.3% | 83,789 | +0.3% | 5.80% | +6.1% |
| Q3 2018 | $16,819,000 | +8.6% | 83,558 | +5.1% | 5.46% | -3.4% |
| Q2 2018 | $15,492,000 | +7.7% | 79,509 | +3.7% | 5.66% | -3.1% |
| Q1 2018 | $14,386,000 | +4.8% | 76,697 | +6.1% | 5.84% | -0.4% |
| Q4 2017 | $13,724,000 | +12.0% | 72,318 | +5.5% | 5.86% | +0.5% |
| Q3 2017 | $12,254,000 | +1.2% | 68,536 | -0.2% | 5.83% | -2.5% |
| Q2 2017 | $12,113,000 | +11.3% | 68,648 | +8.4% | 5.98% | -1.7% |
| Q1 2017 | $10,885,000 | +26.0% | 63,326 | +23.0% | 6.08% | +6.2% |
| Q4 2016 | $8,636,000 | +24.3% | 51,502 | +13.4% | 5.72% | +16.5% |
| Q3 2016 | $6,950,000 | +8.7% | 45,429 | +5.1% | 4.91% | -1.7% |
| Q2 2016 | $6,391,000 | -8.9% | 43,219 | -11.2% | 5.00% | -10.6% |
| Q1 2016 | $7,019,000 | -12.8% | 48,682 | -15.7% | 5.59% | -3.3% |
| Q4 2015 | $8,045,000 | +2.5% | 57,748 | +0.5% | 5.79% | -14.6% |
| Q3 2015 | $7,846,000 | -3.1% | 57,435 | +6.4% | 6.78% | +0.3% |
| Q2 2015 | $8,097,000 | +10.7% | 53,987 | +12.2% | 6.76% | -3.7% |
| Q1 2015 | $7,313,000 | +14.2% | 48,119 | +8.8% | 7.02% | -5.8% |
| Q4 2014 | $6,405,000 | – | 44,239 | – | 7.45% | – |
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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% |