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 | $1,381,649 | -8.4% | 5,541 | -3.9% | 0.89% | -5.7% |
Q2 2023 | $1,507,956 | -4.7% | 5,767 | -8.8% | 0.94% | -4.2% |
Q1 2023 | $1,582,634 | +3.5% | 6,326 | +0.1% | 0.98% | +2.5% |
Q4 2022 | $1,528,947 | +4.3% | 6,321 | -5.4% | 0.96% | -5.9% |
Q3 2022 | $1,466,000 | -3.0% | 6,685 | +0.0% | 1.02% | +4.1% |
Q2 2022 | $1,512,000 | -20.5% | 6,684 | -5.7% | 0.98% | -4.1% |
Q1 2022 | $1,902,000 | -5.3% | 7,089 | -0.1% | 1.02% | -4.7% |
Q4 2021 | $2,009,000 | +3.4% | 7,098 | -3.9% | 1.07% | -4.8% |
Q3 2021 | $1,943,000 | -3.5% | 7,386 | -1.4% | 1.12% | +0.1% |
Q2 2021 | $2,013,000 | +1.6% | 7,491 | -1.6% | 1.12% | -2.7% |
Q1 2021 | $1,982,000 | +10.5% | 7,614 | -2.5% | 1.16% | -3.3% |
Q4 2020 | $1,794,000 | +18.5% | 7,807 | -4.5% | 1.20% | +7.9% |
Q3 2020 | $1,514,000 | +3.4% | 8,172 | -0.8% | 1.11% | +2.5% |
Q2 2020 | $1,464,000 | +22.0% | 8,235 | -1.3% | 1.08% | +1.9% |
Q1 2020 | $1,200,000 | -32.4% | 8,340 | -3.3% | 1.06% | -10.2% |
Q4 2019 | $1,775,000 | +3.9% | 8,624 | -2.5% | 1.18% | -2.5% |
Q3 2019 | $1,709,000 | -4.1% | 8,844 | -3.6% | 1.21% | -4.6% |
Q2 2019 | $1,782,000 | +0.9% | 9,173 | -1.6% | 1.27% | +4.6% |
Q1 2019 | $1,766,000 | +14.0% | 9,324 | -0.0% | 1.21% | +2.6% |
Q4 2018 | $1,549,000 | -16.1% | 9,327 | +1.6% | 1.18% | -9.4% |
Q3 2018 | $1,847,000 | +2.4% | 9,178 | -0.9% | 1.30% | -3.1% |
Q2 2018 | $1,803,000 | +18.6% | 9,257 | +14.2% | 1.35% | +14.2% |
Q1 2018 | $1,520,000 | -3.1% | 8,105 | -1.9% | 1.18% | +1.2% |
Q4 2017 | $1,568,000 | – | 8,262 | – | 1.17% | – |
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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% |