ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,252,924 | -5.3% | 5,025 | -0.7% | 0.71% | -1.0% |
| Q2 2023 | $1,322,503 | +5.5% | 5,058 | +1.0% | 0.72% | -0.4% |
| Q1 2023 | $1,253,242 | +4.1% | 5,010 | +0.7% | 0.72% | -2.7% |
| Q4 2022 | $1,203,345 | +10.2% | 4,975 | -0.1% | 0.74% | +2.9% |
| Q3 2022 | $1,092,000 | -16.5% | 4,980 | -5.4% | 0.72% | -3.6% |
| Q2 2022 | $1,308,000 | -4.6% | 5,267 | -0.6% | 0.75% | -3.2% |
| Q1 2022 | $1,371,000 | -7.7% | 5,297 | +0.9% | 0.78% | +7.9% |
| Q4 2021 | $1,486,000 | +8.5% | 5,251 | +0.8% | 0.72% | +0.1% |
| Q3 2021 | $1,370,000 | +28.5% | 5,207 | +12.3% | 0.72% | -30.7% |
| Q4 2020 | $1,066,000 | -99.9% | 4,637 | -3.6% | 1.03% | +51.6% |
| Q2 2020 | $855,564,000 | +20.9% | 4,811 | -2.2% | 0.68% | -1.9% |
| Q1 2020 | $707,539,000 | -6.9% | 4,918 | +26.1% | 0.70% | +10.5% |
| Q4 2019 | $759,845,000 | -25.6% | 3,901 | -26.2% | 0.63% | -15.9% |
| Q3 2019 | $1,021,639,000 | +0.6% | 5,287 | +1.2% | 0.75% | -9.9% |
| Q2 2019 | $1,015,235,000 | +20.3% | 5,226 | +17.3% | 0.83% | +25.4% |
| Q1 2019 | $843,613,000 | +22.8% | 4,454 | +7.7% | 0.66% | +14.9% |
| Q4 2018 | $687,008,000 | -16.8% | 4,137 | +0.9% | 0.58% | -0.2% |
| Q3 2018 | $825,502,000 | +3.4% | 4,101 | +0.1% | 0.58% | -3.2% |
| Q2 2018 | $798,216,000 | -0.6% | 4,098 | -4.3% | 0.60% | +1.4% |
| Q1 2018 | $803,182,000 | +35.5% | 4,282 | +37.1% | 0.59% | +30.1% |
| Q4 2017 | $592,688,000 | +9.1% | 3,123 | +2.8% | 0.45% | +3.7% |
| Q3 2017 | $543,498,000 | +4.4% | 3,038 | +1.5% | 0.44% | +11.8% |
| Q2 2017 | $520,632,000 | – | 2,993 | – | 0.39% | – |
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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% |