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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,707,007 | -2.1% | 87,054 | +2.6% | 2.44% | +9.4% |
| Q2 2023 | $22,182,753 | +1.6% | 84,835 | -2.8% | 2.23% | -6.9% |
| Q1 2023 | $21,834,056 | +12.2% | 87,280 | +8.4% | 2.40% | +0.3% |
| Q4 2022 | $19,468,380 | +12.6% | 80,484 | +2.1% | 2.39% | +5.8% |
| Q3 2022 | $17,289,000 | -2.5% | 78,852 | +0.6% | 2.26% | +3.1% |
| Q2 2022 | $17,731,000 | -11.2% | 78,377 | +5.3% | 2.19% | -10.7% |
| Q1 2022 | $19,978,000 | -4.6% | 74,452 | +0.7% | 2.45% | -2.4% |
| Q4 2021 | $20,935,000 | +6.5% | 73,955 | -1.0% | 2.51% | -2.4% |
| Q3 2021 | $19,662,000 | -7.6% | 74,739 | -5.6% | 2.57% | -10.6% |
| Q2 2021 | $21,276,000 | +8.5% | 79,172 | +5.1% | 2.88% | -2.9% |
| Q1 2021 | $19,616,000 | +17.2% | 75,365 | +3.5% | 2.96% | +11.3% |
| Q4 2020 | $16,743,000 | +31.2% | 72,849 | +5.8% | 2.66% | +14.4% |
| Q3 2020 | $12,761,000 | +9.1% | 68,862 | +4.7% | 2.33% | -1.6% |
| Q2 2020 | $11,693,000 | +51.8% | 65,759 | +22.8% | 2.37% | +28.9% |
| Q1 2020 | $7,705,000 | -24.1% | 53,558 | +8.6% | 1.84% | -9.8% |
| Q4 2019 | $10,147,000 | +98.0% | 49,299 | +85.9% | 2.04% | +63.2% |
| Q3 2019 | $5,125,000 | -15.2% | 26,521 | -14.8% | 1.25% | -13.0% |
| Q2 2019 | $6,046,000 | +9.7% | 31,121 | +6.9% | 1.44% | -7.1% |
| Q1 2019 | $5,513,000 | +21.9% | 29,108 | +6.9% | 1.54% | +13.8% |
| Q4 2018 | $4,521,000 | -18.9% | 27,224 | -1.6% | 1.36% | -3.2% |
| Q3 2018 | $5,572,000 | +67.7% | 27,679 | +62.3% | 1.40% | +26.8% |
| Q2 2018 | $3,322,000 | -16.8% | 17,055 | -19.9% | 1.11% | -17.6% |
| Q1 2018 | $3,995,000 | -22.5% | 21,300 | -21.6% | 1.34% | -17.9% |
| Q4 2017 | $5,155,000 | +4.7% | 27,165 | -1.3% | 1.64% | +2.3% |
| Q3 2017 | $4,923,000 | +1.6% | 27,517 | -1.2% | 1.60% | -2.7% |
| Q2 2017 | $4,845,000 | +0.8% | 27,855 | -0.8% | 1.64% | -2.1% |
| Q1 2017 | $4,807,000 | +5.3% | 28,074 | +1.7% | 1.68% | +3.1% |
| Q4 2016 | $4,566,000 | +3.3% | 27,614 | -3.4% | 1.63% | +2.2% |
| Q3 2016 | $4,422,000 | +3.9% | 28,580 | +0.3% | 1.59% | +1.4% |
| Q2 2016 | $4,258,000 | -99.9% | 28,505 | -20.8% | 1.57% | -23.6% |
| Q1 2016 | $5,190,349,000 | +97079.3% | 35,997 | -6.1% | 2.06% | -8.9% |
| Q4 2015 | $5,341,000 | – | 38,336 | – | 2.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |