ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,638,419 | -1.0% | 130,894 | +3.8% | 9.13% | +3.5% |
| Q2 2023 | $32,980,995 | +7.0% | 126,132 | +2.4% | 8.83% | -1.8% |
| Q1 2023 | $30,818,461 | +6.8% | 123,195 | +3.3% | 8.99% | -1.9% |
| Q4 2022 | $28,847,076 | +12.6% | 119,257 | +2.9% | 9.16% | -0.3% |
| Q3 2022 | $25,617,000 | +0.7% | 115,931 | +3.1% | 9.19% | +1.4% |
| Q2 2022 | $25,445,000 | -32.9% | 112,474 | -20.4% | 9.07% | -13.5% |
| Q1 2022 | $37,920,000 | -99.9% | 141,315 | +1.9% | 10.48% | -0.1% |
| Q4 2021 | $39,241,000,000 | +83.5% | 138,621 | +70.5% | 10.49% | +46.5% |
| Q3 2021 | $21,388,000,000 | +6.5% | 81,302 | +8.8% | 7.16% | +4.3% |
| Q2 2021 | $20,080,000,000 | +38.0% | 74,720 | +33.6% | 6.87% | +37.0% |
| Q1 2021 | $14,554,000,000 | +21.1% | 55,918 | +6.9% | 5.01% | +15.1% |
| Q4 2020 | $12,018,000,000 | +49.5% | 52,292 | +20.5% | 4.36% | +22.3% |
| Q3 2020 | $8,041,000,000 | +6.6% | 43,390 | +2.3% | 3.56% | +11.9% |
| Q2 2020 | $7,542,000,000 | -9.2% | 42,416 | -26.6% | 3.18% | -31.7% |
| Q1 2020 | $8,310,000,000 | -60.3% | 57,767 | -43.2% | 4.66% | -46.5% |
| Q4 2019 | $20,949,000,000 | +71.2% | 101,783 | +60.7% | 8.72% | +33.5% |
| Q3 2019 | $12,237,000,000 | +0.0% | 63,331 | +0.6% | 6.53% | +0.1% |
| Q2 2019 | $12,233,000,000 | +31.3% | 62,970 | +28.0% | 6.52% | +22.1% |
| Q1 2019 | $9,320,000,000 | +13.9% | 49,208 | -0.1% | 5.34% | +0.8% |
| Q4 2018 | $8,180,000,000 | -20.7% | 49,261 | -3.8% | 5.30% | -8.3% |
| Q3 2018 | $10,311,000,000 | +10.0% | 51,227 | +6.5% | 5.78% | +1.2% |
| Q2 2018 | $9,370,000,000 | -2.7% | 48,104 | -6.3% | 5.71% | -2.9% |
| Q1 2018 | $9,627,000,000 | +7.4% | 51,326 | +8.6% | 5.88% | +11.7% |
| Q4 2017 | $8,966,000,000 | – | 47,245 | – | 5.26% | – |
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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% |