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 | $2,397,895 | +86.5% | 9,572 | +94.7% | 0.36% | +86.1% |
| Q2 2023 | $1,285,697 | -1.5% | 4,917 | -5.8% | 0.19% | -7.6% |
| Q1 2023 | $1,305,835 | +3.6% | 5,220 | +0.1% | 0.21% | -12.9% |
| Q4 2022 | $1,260,973 | +33.3% | 5,213 | +20.8% | 0.24% | +28.2% |
| Q3 2022 | $946,000 | -2.3% | 4,315 | +0.9% | 0.19% | -2.1% |
| Q2 2022 | $968,000 | -15.6% | 4,278 | +0.1% | 0.19% | +4.3% |
| Q1 2022 | $1,147,000 | -43.3% | 4,274 | -40.2% | 0.18% | -45.4% |
| Q4 2021 | $2,024,000 | +290.0% | 7,150 | +262.9% | 0.34% | +142.4% |
| Q3 2021 | $519,000 | -73.4% | 1,970 | -72.9% | 0.14% | -54.6% |
| Q2 2021 | $1,954,000 | -1.6% | 7,271 | -4.7% | 0.31% | -14.3% |
| Q1 2021 | $1,985,000 | -15.4% | 7,627 | -25.3% | 0.36% | -17.6% |
| Q4 2020 | $2,346,000 | +490.9% | 10,209 | +376.6% | 0.43% | +211.5% |
| Q3 2020 | $397,000 | +6.7% | 2,142 | +2.3% | 0.14% | -18.7% |
| Q2 2020 | $372,000 | -20.2% | 2,093 | -35.4% | 0.17% | -40.0% |
| Q1 2020 | $466,000 | -70.0% | 3,240 | -57.0% | 0.28% | -62.4% |
| Q4 2019 | $1,552,000 | -1.1% | 7,540 | -7.2% | 0.76% | -9.0% |
| Q3 2019 | $1,570,000 | -12.8% | 8,127 | -12.3% | 0.83% | -20.3% |
| Q2 2019 | $1,800,000 | +4.3% | 9,268 | +1.7% | 1.04% | +8.3% |
| Q1 2019 | $1,725,000 | +8.4% | 9,110 | -4.9% | 0.96% | -11.2% |
| Q4 2018 | $1,592,000 | +12.0% | 9,584 | +36.3% | 1.08% | +33.8% |
| Q3 2018 | $1,421,000 | +19.0% | 7,032 | +15.2% | 0.81% | +11.4% |
| Q2 2018 | $1,194,000 | +18.7% | 6,102 | +13.7% | 0.73% | +14.1% |
| Q1 2018 | $1,006,000 | +25.1% | 5,365 | +27.9% | 0.64% | +30.2% |
| Q4 2017 | $804,000 | – | 4,196 | – | 0.49% | – |
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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% |