ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $775,479 | +95050.8% | 3,110 | -0.2% | 0.88% | +37.4% |
| Q2 2023 | $815 | +4.1% | 3,115 | -0.7% | 0.64% | +8.6% |
| Q1 2023 | $783 | +9.5% | 3,137 | +6.1% | 0.59% | +10.1% |
| Q4 2022 | $715 | -99.9% | 2,956 | -1.4% | 0.54% | +2.5% |
| Q3 2022 | $658,000 | +7.5% | 2,999 | +10.8% | 0.52% | +15.2% |
| Q2 2022 | $612,000 | -15.0% | 2,707 | +0.8% | 0.45% | +6.1% |
| Q1 2022 | $720,000 | -3.4% | 2,685 | +2.1% | 0.43% | +5.9% |
| Q4 2021 | $745,000 | +4.6% | 2,631 | -2.8% | 0.40% | -3.1% |
| Q3 2021 | $712,000 | +0.8% | 2,707 | +3.0% | 0.42% | +1.2% |
| Q2 2021 | $706,000 | -3.7% | 2,629 | -6.6% | 0.41% | -12.3% |
| Q1 2021 | $733,000 | -5.4% | 2,815 | -16.6% | 0.47% | -16.4% |
| Q4 2020 | $775,000 | -10.5% | 3,374 | -27.8% | 0.56% | -19.3% |
| Q3 2020 | $866,000 | +3.6% | 4,674 | -0.6% | 0.70% | -8.5% |
| Q2 2020 | $836,000 | +19.4% | 4,702 | -3.4% | 0.76% | -8.1% |
| Q1 2020 | $700,000 | -36.6% | 4,869 | -9.2% | 0.83% | -7.2% |
| Q4 2019 | $1,104,000 | +15.5% | 5,365 | +8.5% | 0.89% | +6.7% |
| Q3 2019 | $956,000 | -2.0% | 4,945 | -1.6% | 0.84% | -5.3% |
| Q2 2019 | $976,000 | -6.1% | 5,026 | -8.4% | 0.88% | -8.4% |
| Q1 2019 | $1,039,000 | -3.7% | 5,488 | -15.5% | 0.96% | -16.5% |
| Q4 2018 | $1,079,000 | -18.3% | 6,495 | -1.1% | 1.16% | +6.2% |
| Q3 2018 | $1,321,000 | +9.8% | 6,564 | +6.3% | 1.09% | +4.0% |
| Q2 2018 | $1,203,000 | +3.1% | 6,175 | -0.7% | 1.05% | +4.2% |
| Q1 2018 | $1,167,000 | -0.1% | 6,220 | +1.1% | 1.00% | -0.8% |
| Q4 2017 | $1,168,000 | – | 6,155 | – | 1.01% | – |
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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% |