ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,358,000 | +19.5% | 25,992 | +11.1% | 2.75% | +7.7% |
| Q3 2021 | $6,156,000 | +3.0% | 23,399 | +5.2% | 2.56% | +4.1% |
| Q2 2021 | $5,977,000 | +14.1% | 22,242 | +10.5% | 2.46% | +7.0% |
| Q1 2021 | $5,239,000 | +15.6% | 20,129 | +2.0% | 2.30% | +10.0% |
| Q4 2020 | $4,533,000 | +57.9% | 19,725 | +27.3% | 2.09% | +38.6% |
| Q3 2020 | $2,870,000 | +3.0% | 15,490 | -1.1% | 1.51% | -7.4% |
| Q2 2020 | $2,786,000 | +22.1% | 15,669 | -1.2% | 1.63% | -0.8% |
| Q1 2020 | $2,281,000 | -9.2% | 15,859 | +29.9% | 1.64% | +12.7% |
| Q4 2019 | $2,513,000 | +15.8% | 12,211 | +8.7% | 1.46% | +6.0% |
| Q3 2019 | $2,171,000 | +2.3% | 11,237 | +2.9% | 1.37% | +1.4% |
| Q2 2019 | $2,122,000 | +1.9% | 10,925 | -0.6% | 1.35% | -2.9% |
| Q1 2019 | $2,083,000 | +20.3% | 10,996 | +5.4% | 1.40% | +4.8% |
| Q4 2018 | $1,732,000 | -12.3% | 10,432 | +6.3% | 1.33% | -2.5% |
| Q3 2018 | $1,975,000 | -1.7% | 9,810 | -4.9% | 1.36% | -7.3% |
| Q2 2018 | $2,009,000 | +13.5% | 10,315 | +9.3% | 1.47% | +7.0% |
| Q1 2018 | $1,770,000 | -67.0% | 9,438 | -66.6% | 1.38% | +2.4% |
| Q4 2017 | $5,357,000 | +218.7% | 28,227 | +200.3% | 1.34% | -2.4% |
| Q3 2017 | $1,681,000 | +5.7% | 9,399 | +2.8% | 1.38% | +1.4% |
| Q2 2017 | $1,591,000 | +60.7% | 9,144 | +58.1% | 1.36% | +48.7% |
| Q1 2017 | $990,000 | +10.0% | 5,782 | +6.2% | 0.91% | +2.9% |
| Q4 2016 | $900,000 | – | 5,445 | – | 0.89% | – |
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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% |