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 | $3,041,231 | +7.1% | 12,197 | +12.3% | 2.04% | +10.1% |
| Q2 2023 | $2,840,233 | +10.3% | 10,862 | +5.5% | 1.85% | +4.0% |
| Q1 2023 | $2,575,427 | +1.1% | 10,295 | -2.3% | 1.78% | -5.0% |
| Q4 2022 | $2,548,089 | +20.3% | 10,534 | +9.0% | 1.88% | +14.1% |
| Q3 2022 | $2,118,000 | +2.8% | 9,661 | +6.0% | 1.64% | +7.5% |
| Q2 2022 | $2,061,000 | -7.1% | 9,110 | +10.2% | 1.53% | +7.8% |
| Q1 2022 | $2,218,000 | +5.6% | 8,265 | +11.4% | 1.42% | +8.1% |
| Q4 2021 | $2,101,000 | +18.8% | 7,421 | +10.3% | 1.31% | +6.1% |
| Q3 2021 | $1,769,000 | +3.9% | 6,725 | +6.2% | 1.24% | +6.9% |
| Q2 2021 | $1,702,000 | +22.8% | 6,334 | +18.9% | 1.16% | +9.9% |
| Q1 2021 | $1,386,000 | +30.0% | 5,326 | +14.9% | 1.05% | +20.1% |
| Q4 2020 | $1,066,000 | +27.5% | 4,637 | +2.8% | 0.88% | +9.6% |
| Q3 2020 | $836,000 | +15.2% | 4,510 | +10.4% | 0.80% | +7.1% |
| Q2 2020 | $726,000 | +51.6% | 4,084 | +22.6% | 0.75% | +21.9% |
| Q1 2020 | $479,000 | -5.5% | 3,332 | +34.5% | 0.61% | +27.0% |
| Q4 2019 | $507,000 | +62.5% | 2,478 | +55.2% | 0.48% | +83.3% |
| Q3 2019 | $312,000 | +68.6% | 1,597 | +69.0% | 0.26% | +62.3% |
| Q2 2019 | $185,000 | +8.2% | 945 | +5.1% | 0.16% | +4.5% |
| Q1 2019 | $171,000 | +44.9% | 899 | +25.0% | 0.16% | +28.1% |
| Q4 2018 | $118,000 | -25.8% | 719 | -8.6% | 0.12% | -13.6% |
| Q3 2018 | $159,000 | +13.6% | 787 | +10.2% | 0.14% | +7.7% |
| Q2 2018 | $140,000 | – | 714 | – | 0.13% | – |
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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% |