ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,023 | -77.6% | 1,119 | -76.5% | 0.02% | -57.4% |
| Q2 2023 | $1,246,737 | +20.7% | 4,768 | +15.5% | 0.05% | +4.4% |
| Q1 2023 | $1,032,550 | +35.9% | 4,127 | +31.3% | 0.04% | +21.6% |
| Q4 2022 | $760,018 | +10.0% | 3,142 | -0.3% | 0.04% | -5.1% |
| Q3 2022 | $691,000 | -6.9% | 3,152 | -3.9% | 0.04% | -7.1% |
| Q2 2022 | $742,000 | -13.0% | 3,281 | +3.2% | 0.04% | -12.5% |
| Q1 2022 | $853,000 | -5.3% | 3,179 | -0.1% | 0.05% | -5.9% |
| Q4 2021 | $901,000 | +7.6% | 3,183 | +0.1% | 0.05% | -10.5% |
| Q3 2021 | $837,000 | -2.7% | 3,180 | -0.6% | 0.06% | -6.6% |
| Q2 2021 | $860,000 | +7.2% | 3,199 | +3.9% | 0.06% | -14.1% |
| Q1 2021 | $802,000 | -3.7% | 3,080 | -15.0% | 0.07% | -23.7% |
| Q4 2020 | $833,000 | +51.7% | 3,624 | +22.2% | 0.09% | +25.7% |
| Q3 2020 | $549,000 | +4.2% | 2,965 | 0.0% | 0.07% | -9.8% |
| Q2 2020 | $527,000 | +110.0% | 2,965 | +128.4% | 0.08% | +100.0% |
| Q3 2019 | $251,000 | -44.5% | 1,298 | -44.2% | 0.04% | -46.8% |
| Q2 2019 | $452,000 | -12.2% | 2,326 | -14.5% | 0.08% | -16.3% |
| Q1 2019 | $515,000 | – | 2,719 | – | 0.09% | – |
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% |