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 | $10,874,347 | -1.7% | 43,414 | +2.6% | 1.78% | +0.6% |
| Q2 2023 | $11,063,243 | -2.2% | 42,310 | -6.4% | 1.77% | -11.1% |
| Q1 2023 | $11,308,485 | +3.6% | 45,205 | +0.1% | 2.00% | -3.6% |
| Q4 2022 | $10,918,645 | +67.4% | 45,139 | +51.7% | 2.07% | +48.2% |
| Q3 2022 | $6,522,000 | -9.9% | 29,747 | -7.0% | 1.40% | -17.8% |
| Q2 2022 | $7,237,000 | -23.8% | 31,991 | -9.6% | 1.70% | -14.1% |
| Q1 2022 | $9,493,000 | +15.0% | 35,375 | +21.3% | 1.98% | +19.4% |
| Q4 2021 | $8,257,000 | +6.6% | 29,167 | -1.0% | 1.66% | -3.9% |
| Q3 2021 | $7,749,000 | -40.2% | 29,455 | -38.9% | 1.72% | -40.8% |
| Q2 2021 | $12,960,000 | +12.1% | 48,214 | +8.5% | 2.92% | +2.3% |
| Q1 2021 | $11,566,000 | +28.1% | 44,438 | +13.1% | 2.85% | +20.7% |
| Q4 2020 | $9,032,000 | +135.3% | 39,300 | +91.4% | 2.36% | +100.9% |
| Q3 2020 | $3,839,000 | +15.0% | 20,528 | +8.6% | 1.18% | -0.2% |
| Q2 2020 | $3,337,000 | +21.8% | 18,905 | -0.7% | 1.18% | +7.6% |
| Q1 2020 | $2,739,000 | -81.7% | 19,038 | -73.8% | 1.10% | -79.7% |
| Q4 2019 | $14,945,000 | +8.3% | 72,611 | +1.6% | 5.38% | -1.4% |
| Q3 2019 | $13,806,000 | -0.4% | 71,449 | +0.1% | 5.46% | -5.8% |
| Q2 2019 | $13,862,000 | -0.8% | 71,359 | -2.4% | 5.80% | -5.6% |
| Q1 2019 | $13,969,000 | -3.5% | 73,109 | -12.4% | 6.15% | -16.5% |
| Q4 2018 | $14,472,000 | -27.0% | 83,422 | -16.2% | 7.36% | -34.1% |
| Q3 2018 | $19,836,000 | +16.4% | 99,560 | +13.8% | 11.17% | +0.1% |
| Q2 2018 | $17,034,000 | +22.0% | 87,455 | +17.9% | 11.16% | +13.6% |
| Q1 2018 | $13,967,000 | +7.6% | 74,171 | +10.3% | 9.82% | +6.5% |
| Q4 2017 | $12,983,000 | – | 67,270 | – | 9.22% | – |
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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% |