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 | $802,658 | -17.1% | 3,219 | -13.1% | 0.13% | -16.0% |
| Q2 2023 | $968,551 | -2.8% | 3,704 | -7.1% | 0.15% | -10.2% |
| Q1 2023 | $996,914 | +3.4% | 3,985 | 0.0% | 0.17% | -4.0% |
| Q4 2022 | $963,959 | +3.3% | 3,985 | -6.4% | 0.17% | -4.4% |
| Q3 2022 | $933,000 | +3.0% | 4,256 | +6.3% | 0.18% | +3.4% |
| Q2 2022 | $906,000 | -17.1% | 4,003 | -1.7% | 0.18% | -9.7% |
| Q1 2022 | $1,093,000 | +9.1% | 4,071 | +15.2% | 0.20% | +12.1% |
| Q4 2021 | $1,002,000 | +34.7% | 3,534 | +25.4% | 0.17% | +20.8% |
| Q3 2021 | $744,000 | +103.8% | 2,819 | +107.4% | 0.14% | +108.7% |
| Q2 2021 | $365,000 | -4.2% | 1,359 | -7.0% | 0.07% | -17.9% |
| Q1 2021 | $381,000 | +31.4% | 1,461 | +15.7% | 0.08% | +27.3% |
| Q4 2020 | $290,000 | -21.4% | 1,263 | -36.6% | 0.07% | -24.1% |
| Q3 2020 | $369,000 | -2.9% | 1,991 | -6.7% | 0.09% | -15.5% |
| Q2 2020 | $380,000 | -27.6% | 2,135 | -41.3% | 0.10% | -43.4% |
| Q1 2020 | $525,000 | -83.0% | 3,640 | -75.7% | 0.18% | -74.6% |
| Q4 2019 | $3,083,000 | +6.6% | 14,997 | +0.2% | 0.72% | -1.1% |
| Q3 2019 | $2,893,000 | -1.8% | 14,965 | -1.3% | 0.72% | +31.1% |
| Q2 2019 | $2,945,000 | 0.0% | 15,160 | -2.5% | 0.55% | -3.2% |
| Q1 2019 | $2,945,000 | +51.9% | 15,548 | +32.3% | 0.57% | +35.3% |
| Q4 2018 | $1,939,000 | -60.8% | 11,754 | -53.7% | 0.42% | -62.3% |
| Q3 2018 | $4,951,000 | -0.0% | 25,398 | -0.0% | 1.12% | +0.4% |
| Q2 2018 | $4,952,000 | +68.3% | 25,402 | +62.4% | 1.11% | +53.7% |
| Q1 2018 | $2,943,000 | -0.5% | 15,643 | +0.6% | 0.72% | +4.5% |
| Q4 2017 | $2,957,000 | -10.0% | 15,550 | -14.3% | 0.69% | -9.0% |
| Q3 2017 | $3,285,000 | +12.5% | 18,149 | +8.0% | 0.76% | +7.0% |
| Q2 2017 | $2,920,000 | +13.2% | 16,803 | +10.0% | 0.71% | +6.6% |
| Q1 2017 | $2,580,000 | – | 15,279 | – | 0.67% | – |
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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% |