ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $669,413 | -4.1% | 2,685 | +0.6% | 0.34% | +7.2% |
| Q2 2023 | $698,056 | +4.4% | 2,670 | -0.1% | 0.32% | -23.7% |
| Q1 2023 | $668,638 | +3.7% | 2,673 | +0.2% | 0.42% | +6.1% |
| Q4 2022 | $645,003 | +3.9% | 2,667 | -5.8% | 0.39% | -5.5% |
| Q3 2022 | $621,000 | -8.7% | 2,831 | -5.9% | 0.42% | -1.7% |
| Q2 2022 | $680,000 | -23.3% | 3,007 | -8.9% | 0.42% | +4.2% |
| Q1 2022 | $886,000 | -8.0% | 3,301 | -3.0% | 0.41% | +0.7% |
| Q4 2021 | $963,000 | +0.7% | 3,402 | -6.4% | 0.40% | -13.5% |
| Q3 2021 | $956,000 | -6.2% | 3,634 | -4.2% | 0.47% | -6.0% |
| Q2 2021 | $1,019,000 | +3.6% | 3,793 | +0.4% | 0.50% | -12.0% |
| Q1 2021 | $984,000 | +13.2% | 3,779 | -0.0% | 0.56% | +11.7% |
| Q4 2020 | $869,000 | +24.3% | 3,780 | +0.2% | 0.51% | +5.2% |
| Q3 2020 | $699,000 | -9.6% | 3,773 | -13.2% | 0.48% | -24.3% |
| Q2 2020 | $773,000 | +14.9% | 4,345 | -7.2% | 0.64% | -5.6% |
| Q1 2020 | $673,000 | -45.5% | 4,680 | -22.0% | 0.67% | -21.0% |
| Q4 2019 | $1,235,000 | +5.6% | 6,001 | -0.9% | 0.85% | -8.6% |
| Q3 2019 | $1,170,000 | -12.7% | 6,055 | -12.2% | 0.93% | -11.5% |
| Q2 2019 | $1,340,000 | -3.9% | 6,899 | -6.3% | 1.05% | -10.5% |
| Q1 2019 | $1,394,000 | +8.1% | 7,361 | -5.3% | 1.18% | -19.7% |
| Q4 2018 | $1,290,000 | – | 7,770 | – | 1.46% | – |
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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% |