ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $151,601 | +38.2% | 547 | +24.3% | 0.04% | +28.6% |
| Q3 2023 | $109,714 | -43.7% | 440 | -40.9% | 0.04% | -43.5% |
| Q2 2023 | $194,803 | +104.9% | 745 | +96.1% | 0.06% | +93.8% |
| Q1 2023 | $95,061 | +391.2% | 380 | +375.0% | 0.03% | +357.1% |
| Q4 2022 | $19,351 | +141.9% | 80 | +122.2% | 0.01% | +133.3% |
| Q3 2022 | $8,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -86.0% | 36 | -83.3% | 0.00% | -85.0% |
| Q3 2021 | $57,000 | +5600.0% | 216 | +4220.0% | 0.02% | – |
| Q2 2021 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | – | 5 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 5 | -97.6% | 0.00% | -100.0% |
| Q4 2019 | $43,000 | +34.4% | 209 | +23.7% | 0.02% | +46.7% |
| Q3 2019 | $32,000 | 0.0% | 169 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $32,000 | -48.4% | 169 | -13.3% | 0.02% | +15.4% |
| Q1 2019 | $62,000 | +129.6% | 195 | +18.9% | 0.01% | +8.3% |
| Q4 2018 | $27,000 | -27.0% | 164 | -12.3% | 0.01% | -20.0% |
| Q3 2018 | $37,000 | +2.8% | 187 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $36,000 | +2.9% | 187 | 0.0% | 0.02% | +7.1% |
| Q1 2018 | $35,000 | -12.5% | 187 | -13.4% | 0.01% | -12.5% |
| Q4 2017 | $40,000 | +233.3% | 216 | +204.2% | 0.02% | +128.6% |
| Q3 2017 | $12,000 | +200.0% | 71 | +208.7% | 0.01% | +250.0% |
| Q2 2017 | $4,000 | – | 23 | – | 0.00% | – |
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% |