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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,967,920 | -2.1% | 320,706 | +2.7% | 8.81% | -0.2% |
| Q2 2023 | $81,682,169 | +7.4% | 312,384 | +2.8% | 8.83% | +1.5% |
| Q1 2023 | $76,050,572 | +7.6% | 304,008 | +4.1% | 8.70% | -0.8% |
| Q4 2022 | $70,646,995 | +17.1% | 292,062 | +6.1% | 8.76% | +5.1% |
| Q3 2022 | $60,338,000 | +0.5% | 275,193 | +3.7% | 8.34% | -2.6% |
| Q2 2022 | $60,018,000 | -2.0% | 265,300 | +7.9% | 8.57% | +1.8% |
| Q1 2022 | $61,267,000 | -3.8% | 245,789 | +9.3% | 8.41% | -0.4% |
| Q4 2021 | $63,667,000 | +13.7% | 224,907 | +5.7% | 8.44% | +2.5% |
| Q3 2021 | $55,990,000 | +0.5% | 212,834 | +3.0% | 8.24% | -4.3% |
| Q2 2021 | $55,715,000 | -2.5% | 206,574 | -6.0% | 8.61% | -2.9% |
| Q1 2021 | $57,169,000 | +6.3% | 219,644 | +0.2% | 8.86% | +0.1% |
| Q4 2020 | $53,800,000 | +38.1% | 219,147 | +4.3% | 8.86% | +15.2% |
| Q3 2020 | $38,949,000 | +3.8% | 210,184 | +5.6% | 7.69% | -0.8% |
| Q2 2020 | $37,532,000 | +42.7% | 199,069 | +8.9% | 7.75% | +15.6% |
| Q1 2020 | $26,303,000 | -29.3% | 182,843 | +1.2% | 6.70% | -18.7% |
| Q4 2019 | $37,195,000 | +12.3% | 180,717 | +5.4% | 8.24% | +4.2% |
| Q3 2019 | $33,122,000 | +5.8% | 171,413 | +6.3% | 7.91% | +1.1% |
| Q2 2019 | $31,317,000 | +9.9% | 161,212 | +7.1% | 7.82% | +1.6% |
| Q1 2019 | $28,500,000 | +78.4% | 150,476 | +56.4% | 7.70% | +56.2% |
| Q4 2018 | $15,974,000 | -3.3% | 96,194 | +16.4% | 4.93% | -8.8% |
| Q3 2018 | $16,511,000 | +19.4% | 82,656 | +19.2% | 5.40% | +12.6% |
| Q2 2018 | $13,827,000 | +46.6% | 69,348 | +34.7% | 4.80% | +29.1% |
| Q1 2018 | $9,433,000 | +14.5% | 51,500 | +18.6% | 3.72% | +10.8% |
| Q4 2017 | $8,240,000 | +17.3% | 43,421 | +10.6% | 3.36% | +4.2% |
| Q3 2017 | $7,027,000 | – | 39,277 | – | 3.22% | – |
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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% |