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 | $1,664 | -4.1% | 6,675 | +0.6% | 0.20% | +30.1% |
| Q2 2023 | $1,735 | +5.3% | 6,637 | +0.8% | 0.16% | -24.3% |
| Q1 2023 | $1,647 | +1.4% | 6,582 | -2.0% | 0.21% | -8.8% |
| Q4 2022 | $1,625 | -99.9% | 6,719 | +4.0% | 0.23% | +10.2% |
| Q3 2022 | $1,417,000 | +1.4% | 6,461 | +4.6% | 0.20% | +4.6% |
| Q2 2022 | $1,397,000 | -16.2% | 6,177 | -0.6% | 0.20% | -3.4% |
| Q1 2022 | $1,668,000 | -4.1% | 6,214 | +1.1% | 0.20% | +2.0% |
| Q4 2021 | $1,739,000 | +4.5% | 6,144 | -2.9% | 0.20% | -10.8% |
| Q3 2021 | $1,664,000 | +2.5% | 6,327 | +4.7% | 0.22% | +1.4% |
| Q2 2021 | $1,623,000 | -13.6% | 6,041 | -16.3% | 0.22% | -14.7% |
| Q1 2021 | $1,879,000 | +15.1% | 7,220 | +1.7% | 0.26% | +8.4% |
| Q4 2020 | $1,632,000 | +23.6% | 7,100 | -0.3% | 0.24% | +10.2% |
| Q3 2020 | $1,320,000 | +4.1% | 7,122 | -0.1% | 0.22% | -2.3% |
| Q2 2020 | $1,268,000 | +21.5% | 7,130 | -1.8% | 0.22% | -3.1% |
| Q1 2020 | $1,044,000 | -51.6% | 7,258 | -30.7% | 0.23% | -47.3% |
| Q4 2019 | $2,155,000 | +7.5% | 10,470 | +0.9% | 0.43% | -2.9% |
| Q3 2019 | $2,005,000 | +0.6% | 10,375 | +1.1% | 0.45% | -6.7% |
| Q2 2019 | $1,993,000 | +8.0% | 10,260 | +5.3% | 0.48% | -2.6% |
| Q1 2019 | $1,845,000 | -0.3% | 9,740 | -12.6% | 0.49% | -14.0% |
| Q4 2018 | $1,851,000 | – | 11,144 | – | 0.57% | – |
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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% |