ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,304,645 | -4.8% | 37,316 | -0.2% | 3.07% | -1.0% |
Q2 2023 | $9,775,680 | +5.1% | 37,386 | +0.5% | 3.10% | -3.5% |
Q1 2023 | $9,302,519 | +4.3% | 37,186 | +0.8% | 3.21% | -2.5% |
Q4 2022 | $8,920,994 | +8.5% | 36,880 | -1.6% | 3.30% | -5.7% |
Q3 2022 | $8,221,000 | -1.2% | 37,494 | +1.9% | 3.50% | +4.4% |
Q2 2022 | $8,323,000 | -11.4% | 36,790 | +5.1% | 3.35% | +3.0% |
Q1 2022 | $9,394,000 | -2.2% | 35,008 | +3.2% | 3.25% | -0.2% |
Q4 2021 | $9,601,000 | +5.9% | 33,917 | -1.6% | 3.26% | +2.4% |
Q3 2021 | $9,069,000 | -2.4% | 34,472 | -0.3% | 3.18% | +24.0% |
Q2 2021 | $9,288,000 | +1.4% | 34,564 | -1.8% | 2.57% | -7.3% |
Q1 2021 | $9,162,000 | +10.8% | 35,199 | -2.2% | 2.77% | +6.0% |
Q4 2020 | $8,271,000 | +22.7% | 35,986 | -1.1% | 2.61% | +6.7% |
Q3 2020 | $6,740,000 | +4.8% | 36,371 | +0.6% | 2.45% | -2.4% |
Q2 2020 | $6,431,000 | +11.0% | 36,167 | -10.2% | 2.51% | -11.3% |
Q1 2020 | $5,792,000 | +360.8% | 40,263 | +559.1% | 2.83% | +467.1% |
Q4 2019 | $1,257,000 | +4.9% | 6,109 | -1.5% | 0.50% | -5.8% |
Q3 2019 | $1,198,000 | -0.7% | 6,201 | -0.2% | 0.53% | -3.6% |
Q2 2019 | $1,207,000 | -4.7% | 6,214 | -7.1% | 0.55% | -10.0% |
Q1 2019 | $1,267,000 | -46.7% | 6,690 | -53.2% | 0.61% | -53.7% |
Q4 2018 | $2,377,000 | +77.1% | 14,308 | +114.5% | 1.32% | +93.0% |
Q3 2018 | $1,342,000 | +4.7% | 6,670 | +1.4% | 0.68% | -4.1% |
Q2 2018 | $1,282,000 | +5.8% | 6,581 | +2.0% | 0.71% | -2.7% |
Q1 2018 | $1,212,000 | +3.1% | 6,455 | +4.2% | 0.73% | 0.0% |
Q4 2017 | $1,175,000 | +4.1% | 6,196 | -0.8% | 0.73% | -1.2% |
Q3 2017 | $1,129,000 | +4.2% | 6,246 | +0.1% | 0.74% | -2.8% |
Q2 2017 | $1,084,000 | +2.9% | 6,239 | +0.1% | 0.76% | -4.4% |
Q1 2017 | $1,053,000 | +1.4% | 6,233 | +0.1% | 0.80% | -5.3% |
Q4 2016 | $1,038,000 | – | 6,226 | – | 0.84% | – |
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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% |