ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,643,152 | +2.5% | 26,642 | +7.5% | 3.94% | +0.3% |
| Q2 2023 | $6,481,534 | +14.2% | 24,788 | +9.2% | 3.93% | +21.1% |
| Q1 2023 | $5,677,480 | +22.2% | 22,695 | +18.1% | 3.24% | +14.8% |
| Q4 2022 | $4,647,617 | +36.5% | 19,214 | +23.7% | 2.83% | +21.8% |
| Q3 2022 | $3,405,000 | +30.9% | 15,530 | +35.0% | 2.32% | +37.5% |
| Q2 2022 | $2,602,000 | +4.1% | 11,502 | +23.5% | 1.69% | +19.2% |
| Q1 2022 | $2,500,000 | +124.4% | 9,315 | +136.8% | 1.42% | +125.3% |
| Q4 2021 | $1,114,000 | +68.0% | 3,934 | +56.0% | 0.63% | +51.0% |
| Q3 2021 | $663,000 | -4.3% | 2,521 | -2.2% | 0.42% | -0.7% |
| Q2 2021 | $693,000 | +4.5% | 2,579 | +1.2% | 0.42% | -2.8% |
| Q1 2021 | $663,000 | +13.1% | 2,549 | 0.0% | 0.43% | +4.1% |
| Q4 2020 | $586,000 | +23.9% | 2,549 | -0.2% | 0.41% | +2.0% |
| Q3 2020 | $473,000 | +4.2% | 2,553 | 0.0% | 0.41% | +3.3% |
| Q2 2020 | $454,000 | +17.9% | 2,553 | -4.5% | 0.39% | 0.0% |
| Q1 2020 | $385,000 | -30.0% | 2,673 | 0.0% | 0.39% | -8.0% |
| Q4 2019 | $550,000 | +6.4% | 2,673 | 0.0% | 0.43% | +0.9% |
| Q3 2019 | $517,000 | -0.4% | 2,673 | 0.0% | 0.42% | -3.4% |
| Q2 2019 | $519,000 | +2.4% | 2,673 | -0.2% | 0.44% | -0.2% |
| Q1 2019 | $507,000 | +13.9% | 2,678 | 0.0% | 0.44% | -2.9% |
| Q4 2018 | $445,000 | -12.7% | 2,678 | +5.6% | 0.45% | -0.2% |
| Q3 2018 | $510,000 | +3.2% | 2,535 | 0.0% | 0.45% | +2.0% |
| Q2 2018 | $494,000 | +3.8% | 2,535 | 0.0% | 0.44% | +2.5% |
| Q1 2018 | $476,000 | -1.0% | 2,535 | 0.0% | 0.43% | -0.5% |
| Q4 2017 | $481,000 | +4.1% | 2,535 | -1.9% | 0.44% | -0.9% |
| Q3 2017 | $462,000 | +2.7% | 2,585 | 0.0% | 0.44% | -1.8% |
| Q2 2017 | $450,000 | +1.6% | 2,585 | 0.0% | 0.45% | +1.1% |
| Q1 2017 | $443,000 | -0.2% | 2,585 | -3.7% | 0.44% | -3.5% |
| Q4 2016 | $444,000 | – | 2,685 | – | 0.46% | – |
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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% |