ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,542,687 | +50.1% | 10,197 | +57.4% | 0.17% | +51.8% |
| Q2 2023 | $1,694,279 | +40.7% | 6,480 | +34.6% | 0.11% | +31.0% |
| Q1 2023 | $1,204,546 | +29.6% | 4,815 | +25.3% | 0.09% | +20.8% |
| Q4 2022 | $929,697 | +21.8% | 3,843 | +10.4% | 0.07% | +14.3% |
| Q3 2022 | $763,000 | -52.0% | 3,480 | -50.4% | 0.06% | -52.6% |
| Q2 2022 | $1,589,000 | -14.7% | 7,023 | +1.2% | 0.13% | -9.5% |
| Q1 2022 | $1,862,000 | +22.7% | 6,939 | +24.0% | 0.15% | +8.9% |
| Q4 2021 | $1,518,000 | -5.9% | 5,598 | -7.2% | 0.14% | -0.7% |
| Q3 2021 | $1,613,000 | +6.3% | 6,034 | +7.8% | 0.14% | +0.7% |
| Q2 2021 | $1,518,000 | -21.2% | 5,598 | -22.6% | 0.14% | -31.5% |
| Q1 2021 | $1,926,000 | +168.2% | 7,237 | +131.6% | 0.20% | +129.1% |
| Q4 2020 | $718,000 | +16.7% | 3,125 | -2.0% | 0.09% | +2.4% |
| Q3 2020 | $615,000 | -38.7% | 3,188 | -43.5% | 0.08% | -41.7% |
| Q2 2020 | $1,003,000 | +249.5% | 5,642 | +182.4% | 0.14% | +92.0% |
| Q1 2020 | $287,000 | -24.7% | 1,998 | +7.8% | 0.08% | -22.7% |
| Q4 2019 | $381,000 | -12.0% | 1,853 | -17.4% | 0.10% | -18.5% |
| Q3 2019 | $433,000 | +4.6% | 2,244 | +2.4% | 0.12% | -16.2% |
| Q1 2019 | $414,000 | +11.0% | 2,191 | -2.5% | 0.14% | +3.6% |
| Q4 2018 | $373,000 | +44.0% | 2,248 | +59.4% | 0.14% | +35.6% |
| Q3 2018 | $259,000 | -50.3% | 1,410 | -47.3% | 0.10% | -47.1% |
| Q2 2018 | $521,000 | +56.0% | 2,675 | +50.3% | 0.19% | +64.7% |
| Q1 2018 | $334,000 | +9.5% | 1,780 | +10.6% | 0.12% | +6.4% |
| Q4 2017 | $305,000 | -99.9% | 1,609 | -6.6% | 0.11% | -10.7% |
| Q3 2017 | $308,245,000 | – | 1,723 | – | 0.12% | – |
Download | ||||||
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% |