ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $465,654 | +26.1% | 1,867 | +32.2% | 0.14% | +22.5% |
| Q2 2023 | $369,154 | -2.3% | 1,412 | -6.6% | 0.11% | -11.2% |
| Q1 2023 | $377,987 | -29.3% | 1,511 | -31.6% | 0.12% | -34.6% |
| Q4 2022 | $534,581 | +1.4% | 2,210 | -8.0% | 0.19% | -6.4% |
| Q3 2022 | $527,000 | -10.8% | 2,403 | -8.0% | 0.20% | -7.7% |
| Q2 2022 | $591,000 | -24.0% | 2,612 | -10.0% | 0.22% | -13.0% |
| Q1 2022 | $778,000 | -9.0% | 2,901 | -4.0% | 0.25% | -8.6% |
| Q4 2021 | $855,000 | -4.3% | 3,021 | -11.0% | 0.28% | +5.3% |
| Q3 2021 | $893,000 | -6.9% | 3,394 | -4.9% | 0.26% | -7.0% |
| Q2 2021 | $959,000 | +5.4% | 3,570 | +2.1% | 0.28% | -8.7% |
| Q1 2021 | $910,000 | +25.9% | 3,498 | +11.2% | 0.31% | +20.1% |
| Q4 2020 | $723,000 | +89.3% | 3,146 | +52.5% | 0.26% | +65.0% |
| Q3 2020 | $382,000 | +6.7% | 2,063 | +2.3% | 0.16% | -19.9% |
| Q2 2020 | $358,000 | +8.2% | 2,016 | -12.3% | 0.20% | -14.4% |
| Q1 2020 | $331,000 | -30.0% | 2,299 | 0.0% | 0.23% | -2.1% |
| Q4 2019 | $473,000 | +5.8% | 2,299 | -0.6% | 0.23% | -11.7% |
| Q3 2019 | $447,000 | +4.4% | 2,314 | +5.0% | 0.26% | +0.4% |
| Q2 2019 | $428,000 | +8.6% | 2,204 | +6.1% | 0.26% | +1.1% |
| Q1 2019 | $394,000 | +11.9% | 2,078 | -1.9% | 0.26% | -4.0% |
| Q4 2018 | $352,000 | -11.1% | 2,118 | +7.7% | 0.27% | -2.2% |
| Q3 2018 | $396,000 | -15.2% | 1,967 | -18.0% | 0.28% | -33.0% |
| Q2 2018 | $467,000 | +3.8% | 2,399 | -0.0% | 0.42% | +8.9% |
| Q1 2018 | $450,000 | -2.4% | 2,400 | +2.1% | 0.38% | -11.8% |
| Q4 2017 | $461,000 | – | 2,350 | – | 0.43% | – |
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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% |