ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $968 | -3.2% | 4 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,000 | -93.3% | 4 | -92.6% | 0.00% | -87.5% |
| Q4 2021 | $15,000 | -28.6% | 54 | -32.5% | 0.01% | -38.5% |
| Q3 2021 | $21,000 | -50.0% | 80 | -48.4% | 0.01% | -48.0% |
| Q2 2021 | $42,000 | -8.7% | 155 | -11.4% | 0.02% | -16.7% |
| Q1 2021 | $46,000 | +27.8% | 175 | +12.9% | 0.03% | +20.0% |
| Q4 2020 | $36,000 | +3500.0% | 155 | +3775.0% | 0.02% | +2400.0% |
| Q3 2020 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,000 | -90.9% | 4 | -93.1% | 0.00% | -83.3% |
| Q1 2019 | $11,000 | +10.0% | 58 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $10,000 | -16.7% | 58 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $12,000 | +9.1% | 58 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $11,000 | 0.0% | 58 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 58 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $11,000 | +10.0% | 58 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $10,000 | -61.5% | 58 | -60.5% | 0.01% | -64.3% |
| Q2 2017 | $26,000 | -13.3% | 147 | -16.9% | 0.01% | -12.5% |
| Q1 2017 | $30,000 | 0.0% | 177 | 0.0% | 0.02% | -11.1% |
| Q4 2016 | $30,000 | -62.5% | 177 | -66.6% | 0.02% | -63.3% |
| Q3 2016 | $80,000 | -19.2% | 530 | -19.7% | 0.05% | -19.7% |
| Q2 2016 | $99,000 | – | 660 | – | 0.06% | – |
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% |