ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,115,156 | +3.0% | 44,577 | +8.0% | 9.75% | +7.6% |
| Q2 2023 | $10,794,293 | +5.5% | 41,282 | +0.9% | 9.07% | +2.7% |
| Q1 2023 | $10,233,099 | +0.1% | 40,906 | -3.2% | 8.83% | -0.5% |
| Q4 2022 | $10,223,597 | +19.1% | 42,265 | +8.0% | 8.87% | -5.2% |
| Q3 2022 | $8,583,000 | +14.6% | 39,145 | +18.2% | 9.36% | +7.7% |
| Q2 2022 | $7,490,000 | -3.9% | 33,110 | +14.0% | 8.69% | -5.1% |
| Q1 2022 | $7,796,000 | -13.7% | 29,054 | -9.0% | 9.16% | +0.1% |
| Q4 2021 | $9,036,000 | +5.7% | 31,922 | -1.8% | 9.15% | +9.5% |
| Q3 2021 | $8,552,000 | -4.6% | 32,509 | -2.5% | 8.35% | -0.3% |
| Q2 2021 | $8,962,000 | +1.4% | 33,349 | -1.8% | 8.38% | -3.7% |
| Q1 2021 | $8,836,000 | +16.3% | 33,950 | +2.7% | 8.70% | -1.2% |
| Q4 2020 | $7,595,000 | +13.2% | 33,045 | -8.7% | 8.80% | -13.2% |
| Q3 2020 | $6,708,000 | -23.7% | 36,196 | -26.8% | 10.14% | -18.8% |
| Q2 2020 | $8,794,000 | +22.2% | 49,454 | -1.1% | 12.49% | +10.0% |
| Q1 2020 | $7,196,000 | -20.8% | 50,018 | +13.3% | 11.36% | -14.7% |
| Q4 2019 | $9,083,000 | +14.5% | 44,131 | +7.5% | 13.32% | +1.8% |
| Q3 2019 | $7,932,000 | -30.9% | 41,051 | -30.6% | 13.09% | +54.9% |
| Q2 2019 | $11,484,000 | +6.6% | 59,115 | +3.9% | 8.45% | +2.0% |
| Q1 2019 | $10,774,000 | +14.0% | 56,887 | -0.0% | 8.28% | +5.6% |
| Q4 2018 | $9,449,000 | -10.6% | 56,902 | +8.3% | 7.85% | -21.5% |
| Q3 2018 | $10,574,000 | +5.2% | 52,529 | +1.8% | 10.00% | +20.0% |
| Q2 2018 | $10,048,000 | -21.6% | 51,587 | -24.5% | 8.33% | -20.7% |
| Q1 2018 | $12,811,000 | +0.5% | 68,303 | +1.7% | 10.51% | -5.8% |
| Q4 2017 | $12,746,000 | – | 67,160 | – | 11.16% | – |
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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% |