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 | $5,753,120 | -15.1% | 23,072 | -10.9% | 1.48% | -11.0% |
| Q2 2023 | $6,774,060 | +2.4% | 25,907 | -2.0% | 1.66% | +2.7% |
| Q1 2023 | $6,614,733 | +2.5% | 26,442 | -0.9% | 1.62% | -4.3% |
| Q4 2022 | $6,454,329 | +4.0% | 26,683 | -5.7% | 1.69% | +1.7% |
| Q3 2022 | $6,207,000 | -0.9% | 28,309 | +2.2% | 1.66% | -4.4% |
| Q2 2022 | $6,265,000 | -42.1% | 27,693 | -31.3% | 1.74% | -38.7% |
| Q1 2022 | $10,819,000 | -0.8% | 40,318 | +4.6% | 2.84% | +13.9% |
| Q4 2021 | $10,909,000 | +12.8% | 38,538 | +4.8% | 2.49% | -4.1% |
| Q3 2021 | $9,673,000 | +2.4% | 36,768 | +4.6% | 2.60% | -2.1% |
| Q2 2021 | $9,449,000 | +6.1% | 35,163 | +2.8% | 2.65% | -4.0% |
| Q1 2021 | $8,904,000 | +24.7% | 34,210 | +10.1% | 2.76% | +7.3% |
| Q4 2020 | $7,143,000 | +7.6% | 31,081 | -13.2% | 2.57% | -1.3% |
| Q3 2020 | $6,636,000 | +49.4% | 35,809 | +43.3% | 2.61% | +19.3% |
| Q2 2020 | $4,443,000 | – | 24,985 | – | 2.19% | – |
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% |