ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,990,369 | +7.3% | 7,982 | +12.6% | 0.82% | +7.4% |
Q2 2023 | $1,854,215 | +5.4% | 7,091 | +0.8% | 0.77% | -1.4% |
Q1 2023 | $1,759,816 | +6.9% | 7,035 | +3.4% | 0.78% | -0.9% |
Q4 2022 | $1,646,339 | +12.9% | 6,806 | +2.3% | 0.78% | +4.1% |
Q3 2022 | $1,458,000 | +6.3% | 6,650 | +9.7% | 0.75% | +10.9% |
Q2 2022 | $1,371,000 | -14.0% | 6,062 | +2.1% | 0.68% | +0.9% |
Q1 2022 | $1,594,000 | -1.7% | 5,939 | +3.7% | 0.67% | -0.7% |
Q4 2021 | $1,621,000 | +13.7% | 5,726 | +5.6% | 0.68% | +3.0% |
Q3 2021 | $1,426,000 | +4.0% | 5,422 | +5.5% | 0.66% | +3.1% |
Q2 2021 | $1,371,000 | +57.2% | 5,137 | +53.3% | 0.64% | +43.0% |
Q1 2021 | $872,000 | +22.1% | 3,352 | +7.9% | 0.45% | +14.0% |
Q4 2020 | $714,000 | +35.7% | 3,107 | +9.5% | 0.39% | +17.4% |
Q3 2020 | $526,000 | +13.9% | 2,837 | +9.1% | 0.33% | +3.1% |
Q2 2020 | $462,000 | +10.0% | 2,600 | -11.0% | 0.32% | -11.5% |
Q1 2020 | $420,000 | -40.8% | 2,920 | -15.8% | 0.37% | -28.7% |
Q4 2019 | $709,000 | +14.7% | 3,468 | +7.4% | 0.51% | -0.4% |
Q3 2019 | $618,000 | -1.6% | 3,228 | -0.6% | 0.52% | -3.0% |
Q2 2019 | $628,000 | +4.7% | 3,248 | +2.5% | 0.53% | -9.1% |
Q1 2019 | $600,000 | -2.6% | 3,168 | -14.6% | 0.58% | -9.7% |
Q4 2018 | $616,000 | -1.0% | 3,708 | +8.5% | 0.65% | +11.6% |
Q3 2018 | $622,000 | +71.8% | 3,418 | +84.1% | 0.58% | +73.7% |
Q2 2018 | $362,000 | +4.0% | 1,857 | 0.0% | 0.33% | -3.2% |
Q1 2018 | $348,000 | -12.3% | 1,857 | -11.2% | 0.34% | -19.4% |
Q4 2017 | $397,000 | – | 2,092 | – | 0.43% | – |
Download |
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% |