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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $226,935 | -6.6% | 938 | -15.3% | 0.03% | -8.3% |
| Q3 2022 | $243,000 | -15.0% | 1,108 | -12.3% | 0.04% | -5.3% |
| Q2 2022 | $286,000 | -18.1% | 1,264 | -3.1% | 0.04% | +5.6% |
| Q1 2022 | $349,000 | -3.9% | 1,304 | +1.6% | 0.04% | +2.9% |
| Q4 2021 | $363,000 | -83.6% | 1,283 | -84.7% | 0.04% | -85.4% |
| Q3 2021 | $2,211,000 | -2.1% | 8,405 | -0.0% | 0.24% | -6.6% |
| Q2 2021 | $2,259,000 | +2.9% | 8,406 | -0.4% | 0.26% | -9.8% |
| Q1 2021 | $2,196,000 | +19.7% | 8,436 | +5.6% | 0.28% | +8.0% |
| Q4 2020 | $1,835,000 | +23.1% | 7,986 | -0.7% | 0.26% | -0.4% |
| Q3 2020 | $1,491,000 | +12.1% | 8,046 | +7.6% | 0.26% | +2.3% |
| Q2 2020 | $1,330,000 | +318.2% | 7,481 | +238.7% | 0.26% | +254.8% |
| Q1 2020 | $318,000 | -69.7% | 2,209 | -56.6% | 0.07% | -61.0% |
| Q4 2019 | $1,048,000 | +3.5% | 5,093 | -2.8% | 0.19% | -10.1% |
| Q3 2019 | $1,013,000 | -21.4% | 5,242 | -21.0% | 0.21% | -29.5% |
| Q2 2019 | $1,289,000 | +30.1% | 6,635 | +26.8% | 0.30% | +19.4% |
| Q1 2019 | $991,000 | +55.8% | 5,234 | +36.7% | 0.25% | +32.8% |
| Q4 2018 | $636,000 | +1.4% | 3,828 | +23.0% | 0.19% | +14.8% |
| Q3 2018 | $627,000 | +8.3% | 3,112 | +4.7% | 0.16% | 0.0% |
| Q2 2018 | $579,000 | -9.1% | 2,971 | -12.5% | 0.16% | +1.2% |
| Q1 2018 | $637,000 | -0.8% | 3,397 | +0.5% | 0.16% | -1.2% |
| Q4 2017 | $642,000 | +38.7% | 3,381 | +30.6% | 0.16% | +5.2% |
| Q3 2017 | $463,000 | -6.7% | 2,589 | -9.1% | 0.15% | -1.9% |
| Q2 2017 | $496,000 | +58.5% | 2,849 | +55.9% | 0.16% | +28.7% |
| Q1 2017 | $313,000 | +23.2% | 1,828 | -1.4% | 0.12% | -67.4% |
| Q3 2014 | $254,000 | -2.3% | 1,854 | +2.1% | 0.37% | -0.8% |
| Q2 2014 | $260,000 | -12.2% | 1,816 | -29.1% | 0.38% | -78.4% |
| Q2 2013 | $296,000 | +33.9% | 2,561 | +33.5% | 1.74% | +47.7% |
| Q1 2013 | $221,000 | – | 1,919 | – | 1.18% | – |
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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% |