ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,479,282 | -13.0% | 5,933 | -8.8% | 0.31% | -4.7% |
| Q2 2023 | $1,700,811 | +14.2% | 6,505 | +9.3% | 0.32% | +6.3% |
| Q1 2023 | $1,488,918 | +151.9% | 5,952 | +143.5% | 0.30% | +282.3% |
| Q4 2022 | $591,169 | -7.5% | 2,444 | -16.2% | 0.08% | -49.4% |
| Q3 2022 | $639,000 | -66.9% | 2,916 | -65.8% | 0.16% | -60.1% |
| Q2 2022 | $1,928,000 | -13.2% | 8,520 | +3.0% | 0.39% | -1.0% |
| Q1 2022 | $2,220,000 | -9.7% | 8,275 | -4.7% | 0.40% | -3.2% |
| Q4 2021 | $2,458,000 | +4.9% | 8,681 | -2.5% | 0.41% | -1.7% |
| Q3 2021 | $2,343,000 | +6.0% | 8,905 | +8.3% | 0.42% | +2.7% |
| Q2 2021 | $2,210,000 | +71.6% | 8,224 | +66.2% | 0.40% | +36.9% |
| Q1 2021 | $1,288,000 | +9.2% | 4,947 | -3.6% | 0.30% | -0.3% |
| Q4 2020 | $1,179,000 | +26.8% | 5,131 | +2.3% | 0.30% | -2.0% |
| Q3 2020 | $930,000 | -13.1% | 5,018 | -16.6% | 0.30% | -26.2% |
| Q2 2020 | $1,070,000 | +0.4% | 6,016 | -18.8% | 0.41% | -16.0% |
| Q1 2020 | $1,066,000 | -33.5% | 7,411 | -4.9% | 0.49% | -19.1% |
| Q4 2019 | $1,604,000 | +5.3% | 7,793 | -1.1% | 0.60% | -12.1% |
| Q3 2019 | $1,523,000 | +13.2% | 7,881 | +13.8% | 0.68% | +17.9% |
| Q2 2019 | $1,346,000 | +490.4% | 6,927 | +473.9% | 0.58% | +396.6% |
| Q1 2019 | $228,000 | +16.9% | 1,207 | +3.0% | 0.12% | -8.6% |
| Q4 2018 | $195,000 | -24.1% | 1,172 | -8.4% | 0.13% | -16.3% |
| Q3 2018 | $257,000 | +5.8% | 1,279 | +2.5% | 0.15% | -41.2% |
| Q2 2018 | $243,000 | -69.0% | 1,248 | -70.9% | 0.26% | -55.2% |
| Q1 2018 | $785,000 | +17.2% | 4,284 | +24.5% | 0.58% | +16.0% |
| Q4 2017 | $670,000 | +21.2% | 3,440 | +12.3% | 0.50% | +1.4% |
| Q3 2017 | $553,000 | +3.8% | 3,062 | -0.2% | 0.49% | -11.0% |
| Q2 2017 | $533,000 | +10.1% | 3,067 | +7.1% | 0.56% | +8.8% |
| Q1 2017 | $484,000 | +74.7% | 2,865 | +72.4% | 0.51% | +34.6% |
| Q4 2016 | $277,000 | – | 1,662 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |