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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,139,537 | -5.2% | 8,580 | -0.6% | 1.12% | -1.7% |
| Q2 2023 | $2,257,215 | +4.4% | 8,632 | -0.1% | 1.14% | +0.1% |
| Q1 2023 | $2,161,366 | +4.6% | 8,640 | +1.2% | 1.14% | -3.2% |
| Q4 2022 | $2,065,474 | +13.1% | 8,539 | +2.5% | 1.18% | +4.9% |
| Q3 2022 | $1,826,000 | -1.7% | 8,329 | +1.5% | 1.12% | +0.3% |
| Q2 2022 | $1,857,000 | -10.5% | 8,208 | +6.1% | 1.12% | -1.3% |
| Q1 2022 | $2,076,000 | -3.0% | 7,735 | +2.3% | 1.14% | -2.2% |
| Q4 2021 | $2,140,000 | +8.6% | 7,561 | +1.0% | 1.16% | +0.5% |
| Q3 2021 | $1,970,000 | -1.9% | 7,488 | +0.2% | 1.16% | -2.4% |
| Q2 2021 | $2,009,000 | +0.3% | 7,475 | -2.8% | 1.18% | -4.9% |
| Q1 2021 | $2,002,000 | +9.8% | 7,692 | -3.1% | 1.25% | +1.9% |
| Q4 2020 | $1,824,000 | +29.4% | 7,936 | +4.3% | 1.22% | +13.7% |
| Q3 2020 | $1,410,000 | +1.0% | 7,607 | -3.1% | 1.08% | -10.2% |
| Q2 2020 | $1,396,000 | +33.0% | 7,852 | +7.5% | 1.20% | +11.6% |
| Q1 2020 | $1,050,000 | -43.4% | 7,301 | -19.0% | 1.07% | -23.0% |
| Q4 2019 | $1,856,000 | +6.7% | 9,019 | +0.2% | 1.39% | -2.9% |
| Q3 2019 | $1,740,000 | +0.9% | 9,004 | +1.5% | 1.44% | -1.6% |
| Q2 2019 | $1,724,000 | +4.5% | 8,875 | +1.8% | 1.46% | +0.8% |
| Q1 2019 | $1,650,000 | +12.6% | 8,714 | -1.2% | 1.45% | -4.0% |
| Q4 2018 | $1,465,000 | -9.5% | 8,824 | +9.7% | 1.51% | +5.5% |
| Q3 2018 | $1,619,000 | +4.5% | 8,043 | +1.2% | 1.43% | -5.5% |
| Q2 2018 | $1,549,000 | +3.4% | 7,951 | -0.4% | 1.51% | -3.5% |
| Q1 2018 | $1,498,000 | -13.6% | 7,986 | -12.6% | 1.57% | -13.5% |
| Q4 2017 | $1,733,000 | – | 9,133 | – | 1.81% | – |
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% |