ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,408,273 | +53.0% | 13,669 | +60.4% | 1.81% | +92.4% |
| Q2 2023 | $2,227,758 | +8.7% | 8,520 | +4.0% | 0.94% | -10.4% |
| Q1 2023 | $2,049,852 | +6.2% | 8,194 | +2.7% | 1.05% | -3.0% |
| Q4 2022 | $1,930,367 | +8.8% | 7,980 | -1.4% | 1.08% | -0.9% |
| Q3 2022 | $1,775,000 | +3.3% | 8,095 | +8.2% | 1.10% | +5.8% |
| Q2 2022 | $1,719,000 | -17.6% | 7,483 | -3.8% | 1.04% | -15.5% |
| Q1 2022 | $2,086,000 | +3.9% | 7,776 | +9.6% | 1.22% | +2.4% |
| Q4 2021 | $2,008,000 | +32.0% | 7,094 | +25.4% | 1.20% | +10.7% |
| Q2 2021 | $1,521,000 | +82.8% | 5,659 | +77.1% | 1.08% | +54.7% |
| Q1 2021 | $832,000 | +49.9% | 3,195 | +32.4% | 0.70% | +52.4% |
| Q4 2020 | $555,000 | +23.3% | 2,414 | -0.6% | 0.46% | +2.2% |
| Q3 2020 | $450,000 | +15.7% | 2,429 | +11.2% | 0.45% | +4.9% |
| Q2 2020 | $389,000 | +39.4% | 2,185 | +12.6% | 0.43% | +11.8% |
| Q1 2020 | $279,000 | -40.0% | 1,940 | -14.1% | 0.38% | -26.0% |
| Q4 2019 | $465,000 | +5.4% | 2,258 | -1.1% | 0.52% | +5.1% |
| Q3 2019 | $441,000 | -6.2% | 2,283 | -5.7% | 0.49% | -8.4% |
| Q2 2019 | $470,000 | -6.0% | 2,420 | -8.3% | 0.54% | +1.1% |
| Q1 2019 | $500,000 | +5.3% | 2,638 | -2.9% | 0.53% | -4.5% |
| Q4 2018 | $475,000 | -71.1% | 2,716 | -69.2% | 0.56% | -65.4% |
| Q3 2018 | $1,646,000 | -8.1% | 8,817 | -2.1% | 1.61% | -5.8% |
| Q2 2018 | $1,792,000 | +2.6% | 9,002 | -3.1% | 1.70% | +10.9% |
| Q1 2018 | $1,747,000 | +0.1% | 9,292 | +4.5% | 1.54% | -2.5% |
| Q4 2017 | $1,746,000 | +10.9% | 8,895 | +2.6% | 1.58% | +1.9% |
| Q3 2017 | $1,574,000 | +5.3% | 8,673 | +1.6% | 1.55% | -2.9% |
| Q2 2017 | $1,495,000 | +6.3% | 8,537 | +1.7% | 1.59% | -1.7% |
| Q1 2017 | $1,406,000 | -0.8% | 8,396 | +0.3% | 1.62% | -7.0% |
| Q4 2016 | $1,418,000 | +15.6% | 8,369 | +4.4% | 1.74% | +3.8% |
| Q3 2016 | $1,227,000 | -0.2% | 8,020 | +1.7% | 1.68% | -13.4% |
| Q2 2016 | $1,230,000 | -12.6% | 7,884 | -17.2% | 1.94% | -34.0% |
| Q1 2016 | $1,408,000 | – | 9,522 | – | 2.94% | – |
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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% |