ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,657,468 | -6.9% | 10,658 | -2.4% | 0.69% | -6.8% |
| Q2 2023 | $2,854,524 | +6.8% | 10,917 | +2.2% | 0.74% | 0.0% |
| Q1 2023 | $2,672,909 | +5.2% | 10,685 | +1.7% | 0.74% | -0.8% |
| Q4 2022 | $2,540,305 | +30.6% | 10,502 | +18.4% | 0.74% | +12.7% |
| Q3 2022 | $1,945,000 | +9.3% | 8,869 | +12.7% | 0.66% | -8.5% |
| Q2 2022 | $1,780,000 | -23.5% | 7,870 | -9.3% | 0.72% | -11.9% |
| Q1 2022 | $2,328,000 | -65.0% | 8,674 | -63.1% | 0.82% | -38.6% |
| Q4 2021 | $6,647,000 | +132.7% | 23,481 | +116.3% | 1.33% | +39.7% |
| Q3 2021 | $2,857,000 | +9.0% | 10,858 | +11.4% | 0.95% | +11.5% |
| Q2 2021 | $2,620,000 | +11.5% | 9,748 | +8.0% | 0.85% | -0.1% |
| Q1 2021 | $2,350,000 | +20.8% | 9,029 | +6.7% | 0.86% | +12.5% |
| Q4 2020 | $1,945,000 | +29.0% | 8,464 | +4.0% | 0.76% | +10.8% |
| Q3 2020 | $1,508,000 | +16.2% | 8,135 | +11.4% | 0.69% | +6.4% |
| Q2 2020 | $1,298,000 | +56.8% | 7,301 | +26.8% | 0.64% | +34.7% |
| Q1 2020 | $828,000 | +36.4% | 5,758 | +95.3% | 0.48% | +201.3% |
| Q4 2019 | $607,000 | +25.9% | 2,948 | +18.2% | 0.16% | -37.2% |
| Q3 2019 | $482,000 | +12.1% | 2,495 | +12.7% | 0.25% | +64.3% |
| Q2 2019 | $430,000 | +45.3% | 2,214 | +41.5% | 0.15% | +38.7% |
| Q1 2019 | $296,000 | +13.8% | 1,565 | 0.0% | 0.11% | -30.2% |
| Q4 2018 | $260,000 | -17.5% | 1,565 | 0.0% | 0.16% | -4.8% |
| Q3 2018 | $315,000 | +3.3% | 1,565 | 0.0% | 0.17% | -1.8% |
| Q2 2018 | $305,000 | +3.7% | 1,565 | 0.0% | 0.17% | +0.6% |
| Q1 2018 | $294,000 | -1.0% | 1,565 | 0.0% | 0.17% | +3.0% |
| Q4 2017 | $297,000 | +6.1% | 1,565 | 0.0% | 0.16% | +2.5% |
| Q3 2017 | $280,000 | +2.9% | 1,565 | 0.0% | 0.16% | -3.6% |
| Q2 2017 | $272,000 | +2.3% | 1,565 | 0.0% | 0.17% | -5.1% |
| Q1 2017 | $266,000 | -12.2% | 1,565 | -21.8% | 0.18% | -20.5% |
| Q4 2016 | $303,000 | 0.0% | 2,000 | 0.0% | 0.22% | -0.5% |
| Q3 2016 | $303,000 | -9.6% | 2,000 | -10.9% | 0.22% | -6.0% |
| Q2 2016 | $335,000 | – | 2,244 | – | 0.24% | – |
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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% |