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 | $1,140,873 | -22.7% | 4,575 | -19.0% | 0.19% | -23.9% |
| Q2 2023 | $1,476,741 | -14.7% | 5,648 | -21.1% | 0.25% | -26.6% |
| Q4 2022 | $1,731,167 | +12.6% | 7,157 | +2.0% | 0.34% | +9.6% |
| Q3 2022 | $1,538,000 | -8.9% | 7,016 | -6.0% | 0.31% | -6.9% |
| Q2 2022 | $1,689,000 | -17.6% | 7,465 | -2.3% | 0.34% | -3.7% |
| Q1 2022 | $2,050,000 | -5.7% | 7,638 | -0.5% | 0.35% | -2.5% |
| Q4 2021 | $2,174,000 | +10.8% | 7,679 | +2.9% | 0.36% | +0.6% |
| Q3 2021 | $1,962,000 | -0.9% | 7,459 | +1.3% | 0.36% | -0.8% |
| Q2 2021 | $1,979,000 | +7.7% | 7,364 | +4.3% | 0.36% | 0.0% |
| Q1 2021 | $1,837,000 | +11.3% | 7,059 | -1.8% | 0.36% | +4.4% |
| Q4 2020 | $1,651,000 | +32.0% | 7,186 | +6.4% | 0.34% | +11.7% |
| Q3 2020 | $1,251,000 | +1.4% | 6,752 | -2.7% | 0.31% | -8.4% |
| Q2 2020 | $1,234,000 | +15.5% | 6,942 | -6.5% | 0.34% | -5.4% |
| Q1 2020 | $1,068,000 | -33.7% | 7,424 | -5.2% | 0.35% | -18.2% |
| Q4 2019 | $1,611,000 | +9.4% | 7,829 | +2.7% | 0.43% | -4.4% |
| Q3 2019 | $1,473,000 | -1.5% | 7,626 | -0.9% | 0.45% | -6.8% |
| Q2 2019 | $1,495,000 | +3.7% | 7,697 | +1.2% | 0.49% | -5.1% |
| Q1 2019 | $1,441,000 | +26.5% | 7,607 | +10.9% | 0.51% | -0.6% |
| Q4 2018 | $1,139,000 | -16.2% | 6,860 | +0.9% | 0.52% | -7.4% |
| Q3 2018 | $1,359,000 | +27.1% | 6,801 | +23.9% | 0.56% | -6.7% |
| Q2 2018 | $1,069,000 | +23.7% | 5,488 | +16.3% | 0.60% | +24.2% |
| Q1 2018 | $864,000 | – | 4,717 | – | 0.48% | – |
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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% |