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 | $52,016,847 | -2.5% | 208,610 | +2.2% | 8.29% | -1.4% |
| Q2 2023 | $53,358,596 | +2.9% | 204,064 | -1.6% | 8.41% | -3.1% |
| Q1 2023 | $51,869,841 | +1.7% | 207,347 | -1.6% | 8.68% | -5.1% |
| Q4 2022 | $50,982,430 | +11.5% | 210,767 | +1.1% | 9.15% | +2.4% |
| Q3 2022 | $45,706,000 | -4.1% | 208,457 | -1.1% | 8.94% | -6.2% |
| Q2 2022 | $47,660,000 | -14.2% | 210,672 | +1.8% | 9.53% | -6.2% |
| Q1 2022 | $55,550,000 | -2.3% | 207,014 | +3.0% | 10.16% | +0.7% |
| Q4 2021 | $56,882,000 | +10.9% | 200,940 | +3.1% | 10.08% | +2.5% |
| Q3 2021 | $51,287,000 | -2.2% | 194,958 | -0.1% | 9.84% | -3.9% |
| Q2 2021 | $52,436,000 | +2.0% | 195,126 | -1.2% | 10.23% | +0.9% |
| Q1 2021 | $51,394,000 | +14.5% | 197,457 | +1.1% | 10.14% | +10.7% |
| Q4 2020 | $44,904,000 | +33.1% | 195,378 | +7.3% | 9.16% | +23.1% |
| Q3 2020 | $33,741,000 | +10.6% | 182,076 | +6.1% | 7.44% | +3.3% |
| Q2 2020 | $30,515,000 | +31.5% | 171,608 | +6.4% | 7.20% | +12.0% |
| Q1 2020 | $23,212,000 | -57.4% | 161,349 | -39.0% | 6.43% | -26.1% |
| Q4 2019 | $54,472,000 | -41.4% | 264,658 | -44.9% | 8.70% | -22.4% |
| Q3 2019 | $92,882,000 | +6.9% | 480,680 | +4.8% | 11.20% | +20.5% |
| Q2 2019 | $86,870,000 | 0.0% | 458,659 | 0.0% | 9.30% | 0.0% |
| Q1 2019 | $86,870,000 | +314.9% | 458,659 | +263.8% | 9.30% | +43.0% |
| Q4 2018 | $20,937,000 | -12.7% | 126,081 | +5.8% | 6.50% | -9.9% |
| Q3 2018 | $23,994,000 | +9.3% | 119,206 | +5.8% | 7.22% | +2.8% |
| Q2 2018 | $21,951,000 | +9.5% | 112,699 | +5.4% | 7.02% | +0.9% |
| Q1 2018 | $20,054,000 | -9.3% | 106,920 | -8.3% | 6.96% | -12.9% |
| Q4 2017 | $22,121,000 | – | 116,563 | – | 7.98% | – |
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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% |