ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,486,143 | -12.0% | 9,971 | -7.7% | 0.58% | -5.7% |
| Q2 2023 | $2,825,977 | +4.7% | 10,807 | +0.2% | 0.61% | -0.3% |
| Q1 2023 | $2,698,296 | +4.0% | 10,786 | +0.6% | 0.61% | -0.5% |
| Q4 2022 | $2,594,270 | +10.3% | 10,725 | -0.0% | 0.62% | +4.0% |
| Q3 2022 | $2,353,000 | -1.8% | 10,729 | +1.3% | 0.59% | +1.9% |
| Q2 2022 | $2,396,000 | -15.3% | 10,591 | +0.5% | 0.58% | +1.0% |
| Q1 2022 | $2,828,000 | +0.3% | 10,539 | +5.8% | 0.58% | +7.9% |
| Q4 2021 | $2,820,000 | +5.6% | 9,959 | -1.9% | 0.53% | -9.9% |
| Q3 2021 | $2,670,000 | +9.4% | 10,148 | -14.0% | 0.59% | +8.0% |
| Q2 2021 | $2,441,000 | -25.0% | 11,794 | -5.7% | 0.55% | -25.7% |
| Q1 2021 | $3,255,000 | +5.3% | 12,506 | -7.0% | 0.74% | -7.2% |
| Q4 2020 | $3,090,000 | +31.3% | 13,446 | +5.9% | 0.80% | +14.4% |
| Q3 2020 | $2,354,000 | +3.9% | 12,695 | -0.3% | 0.70% | -0.9% |
| Q2 2020 | $2,265,000 | +24.9% | 12,739 | +1.1% | 0.70% | +5.1% |
| Q1 2020 | $1,813,000 | -29.2% | 12,600 | +1.3% | 0.67% | +0.6% |
| Q4 2019 | $2,559,000 | +5.9% | 12,433 | -0.6% | 0.66% | -4.7% |
| Q3 2019 | $2,416,000 | -3.8% | 12,502 | -3.3% | 0.70% | -3.6% |
| Q2 2019 | $2,511,000 | -2.4% | 12,926 | -4.8% | 0.72% | -4.7% |
| Q1 2019 | $2,572,000 | -24.8% | 13,581 | -30.9% | 0.76% | -12.8% |
| Q4 2018 | $3,420,000 | +58.8% | 19,644 | +83.7% | 0.87% | +35.3% |
| Q3 2018 | $2,153,000 | +431.6% | 10,695 | +414.9% | 0.64% | +251.4% |
| Q2 2018 | $405,000 | +2.3% | 2,077 | -1.7% | 0.18% | -9.9% |
| Q1 2018 | $396,000 | -3.4% | 2,113 | -2.1% | 0.20% | -12.9% |
| Q4 2017 | $410,000 | – | 2,159 | – | 0.23% | – |
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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% |