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 | $1,563,812 | +96850.5% | 6,243 | +1.2% | 0.23% | -0.4% |
| Q2 2023 | $1,613 | +5.5% | 6,172 | -1.4% | 0.23% | -6.8% |
| Q1 2023 | $1,529 | +40.5% | 6,258 | +39.0% | 0.25% | +8.2% |
| Q4 2022 | $1,088 | -99.9% | 4,501 | +3.7% | 0.23% | +4.1% |
| Q3 2022 | $952,000 | -3.0% | 4,342 | +0.1% | 0.22% | +1.8% |
| Q2 2022 | $981,000 | -10.4% | 4,338 | +6.3% | 0.22% | +4.3% |
| Q1 2022 | $1,095,000 | -16.9% | 4,081 | -12.3% | 0.21% | -8.3% |
| Q4 2021 | $1,318,000 | +41.6% | 4,656 | +31.6% | 0.23% | +28.8% |
| Q3 2021 | $931,000 | -2.0% | 3,538 | -3.1% | 0.18% | -7.3% |
| Q1 2021 | $950,000 | +13.2% | 3,651 | 0.0% | 0.19% | +7.3% |
| Q4 2020 | $839,000 | +8.1% | 3,651 | -12.8% | 0.18% | -5.3% |
| Q3 2020 | $776,000 | -30.7% | 4,187 | -33.5% | 0.19% | -33.1% |
| Q2 2020 | $1,119,000 | +24.7% | 6,292 | +0.9% | 0.28% | +7.7% |
| Q1 2020 | $897,000 | -51.6% | 6,237 | -30.7% | 0.26% | -40.5% |
| Q4 2019 | $1,854,000 | +6.1% | 9,006 | -0.4% | 0.44% | -8.5% |
| Q3 2019 | $1,747,000 | +0.5% | 9,042 | +1.0% | 0.48% | -6.1% |
| Q2 2019 | $1,738,000 | +31.1% | 8,949 | +27.8% | 0.51% | +18.0% |
| Q1 2019 | $1,326,000 | -1.2% | 7,000 | -13.4% | 0.43% | -15.3% |
| Q4 2018 | $1,342,000 | +226.5% | 8,080 | +295.5% | 0.51% | +5577.8% |
| Q3 2018 | $411,000 | +9.6% | 2,043 | -9.9% | 0.01% | -94.9% |
| Q4 2016 | $375,000 | +11.6% | 2,268 | +4.3% | 0.18% | +1.1% |
| Q3 2016 | $336,000 | +3.7% | 2,175 | 0.0% | 0.18% | -4.3% |
| Q2 2016 | $324,000 | – | 2,175 | – | 0.18% | – |
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% |