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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $336,444 | +2.3% | 1,345 | -1.1% | 0.17% | +12.1% |
| Q4 2022 | $328,924 | -12.5% | 1,360 | -20.7% | 0.15% | -24.7% |
| Q3 2022 | $376,000 | -2.3% | 1,715 | +0.6% | 0.20% | +16.5% |
| Q2 2022 | $385,000 | -15.8% | 1,704 | +0.1% | 0.17% | +18.1% |
| Q1 2022 | $457,000 | -16.9% | 1,703 | -12.4% | 0.14% | -40.7% |
| Q4 2021 | $550,000 | +6.8% | 1,944 | -0.7% | 0.24% | -1.2% |
| Q3 2021 | $515,000 | -22.2% | 1,957 | -20.5% | 0.25% | -19.6% |
| Q2 2021 | $662,000 | +29.5% | 2,462 | +25.4% | 0.31% | +18.6% |
| Q1 2021 | $511,000 | +10.4% | 1,964 | -2.4% | 0.26% | +4.0% |
| Q4 2020 | $463,000 | +23.8% | 2,013 | -0.1% | 0.25% | -0.4% |
| Q3 2020 | $374,000 | -19.9% | 2,016 | -23.2% | 0.25% | -12.3% |
| Q2 2020 | $467,000 | -35.7% | 2,626 | -47.9% | 0.28% | -45.5% |
| Q1 2020 | $726,000 | -66.5% | 5,045 | -52.1% | 0.52% | -42.2% |
| Q4 2019 | $2,167,000 | -3.7% | 10,527 | -9.6% | 0.90% | -9.4% |
| Q3 2019 | $2,251,000 | -24.3% | 11,649 | -23.9% | 0.99% | -26.4% |
| Q2 2019 | $2,975,000 | -31.7% | 15,316 | -33.4% | 1.35% | -32.0% |
| Q1 2019 | $4,355,000 | -5.0% | 22,992 | -16.7% | 1.98% | -7.2% |
| Q4 2018 | $4,583,000 | -31.7% | 27,599 | -17.2% | 2.14% | -15.2% |
| Q3 2018 | $6,708,000 | +7.1% | 33,326 | +3.6% | 2.52% | -3.9% |
| Q2 2018 | $6,263,000 | +4.4% | 32,156 | +0.5% | 2.62% | +1.4% |
| Q1 2018 | $6,001,000 | -9.3% | 31,995 | -8.2% | 2.58% | -3.5% |
| Q4 2017 | $6,616,000 | +9.1% | 34,859 | +2.8% | 2.68% | +3.3% |
| Q3 2017 | $6,065,000 | -6.8% | 33,904 | -9.4% | 2.59% | -7.5% |
| Q2 2017 | $6,508,000 | +8.6% | 37,410 | +6.9% | 2.80% | -2.5% |
| Q1 2017 | $5,991,000 | +13.7% | 34,990 | +9.8% | 2.88% | +4.0% |
| Q4 2016 | $5,271,000 | – | 31,880 | – | 2.77% | – |
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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% |