ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,790,173 | -9.7% | 67,336 | -5.3% | 0.77% | -7.3% |
| Q2 2023 | $18,596,135 | -47.7% | 71,119 | -50.0% | 0.83% | -45.5% |
| Q1 2023 | $35,560,521 | +3.2% | 142,151 | -0.2% | 1.53% | -7.2% |
| Q4 2022 | $34,466,874 | +11.5% | 142,490 | +1.0% | 1.65% | -6.6% |
| Q3 2022 | $30,919,000 | -8.0% | 141,014 | -5.1% | 1.76% | -13.2% |
| Q2 2022 | $33,600,000 | -18.1% | 148,519 | -2.8% | 2.03% | -18.4% |
| Q1 2022 | $41,018,000 | -9.5% | 152,859 | -4.6% | 2.49% | -8.1% |
| Q4 2021 | $45,343,000 | -4.4% | 160,176 | -11.1% | 2.71% | -12.5% |
| Q3 2021 | $47,406,000 | -4.7% | 180,203 | -2.7% | 3.10% | -6.9% |
| Q2 2021 | $49,768,000 | -4.2% | 185,199 | -7.2% | 3.33% | -11.5% |
| Q1 2021 | $51,964,000 | +3.9% | 199,648 | -8.3% | 3.76% | -15.3% |
| Q4 2020 | $50,033,000 | +19.8% | 217,696 | -3.4% | 4.44% | -2.9% |
| Q3 2020 | $41,759,000 | +3.8% | 225,346 | -0.4% | 4.58% | -8.7% |
| Q2 2020 | $40,224,000 | +43.8% | 226,205 | +16.3% | 5.01% | +22.2% |
| Q1 2020 | $27,981,000 | -4.0% | 194,503 | +37.4% | 4.10% | +10.8% |
| Q4 2019 | $29,132,000 | +21.4% | 141,543 | +14.0% | 3.70% | +6.3% |
| Q3 2019 | $23,992,000 | +11.5% | 124,164 | +12.1% | 3.48% | +2.2% |
| Q2 2019 | $21,515,000 | +10.7% | 110,756 | +8.0% | 3.41% | +2.9% |
| Q1 2019 | $19,427,000 | +198.9% | 102,574 | +162.1% | 3.31% | +162.7% |
| Q4 2018 | $6,500,000 | -19.6% | 39,141 | -2.6% | 1.26% | -15.1% |
| Q3 2018 | $8,086,000 | +29.5% | 40,169 | +25.3% | 1.48% | +21.3% |
| Q2 2018 | $6,243,000 | +54.0% | 32,052 | +48.3% | 1.22% | +33.6% |
| Q1 2018 | $4,053,000 | +437.5% | 21,607 | +443.6% | 0.92% | +372.2% |
| Q4 2017 | $754,000 | +31.4% | 3,975 | +24.0% | 0.19% | +13.5% |
| Q3 2017 | $574,000 | +530.8% | 3,206 | +514.2% | 0.17% | +288.6% |
| Q2 2017 | $91,000 | +2.2% | 522 | 0.0% | 0.04% | -10.2% |
| Q1 2017 | $89,000 | +11.2% | 522 | +8.5% | 0.05% | +4.3% |
| Q4 2016 | $80,000 | +8.1% | 481 | 0.0% | 0.05% | -2.1% |
| Q3 2016 | $74,000 | +2.8% | 481 | 0.0% | 0.05% | -5.9% |
| Q2 2016 | $72,000 | – | 481 | – | 0.05% | – |
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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% |