ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,631,510 | -3.5% | 56,030 | +3.7% | 0.69% | -0.4% |
Q2 2023 | $14,126,025 | +11.8% | 54,023 | +4.5% | 0.69% | +2.8% |
Q1 2023 | $12,634,463 | +38.9% | 51,709 | +37.6% | 0.67% | +7.4% |
Q4 2022 | $9,093,162 | +13.1% | 37,592 | +13.4% | 0.62% | +2.6% |
Q3 2022 | $8,040,000 | +19.9% | 33,151 | +11.9% | 0.61% | +13.2% |
Q2 2022 | $6,704,000 | -6.0% | 29,635 | -1.3% | 0.54% | -4.1% |
Q1 2022 | $7,133,000 | -5.2% | 30,015 | +5.0% | 0.56% | -24.6% |
Q3 2021 | $7,522,000 | +1.6% | 28,594 | +3.8% | 0.74% | -2.0% |
Q2 2021 | $7,404,000 | +0.9% | 27,553 | -2.3% | 0.76% | -11.6% |
Q1 2021 | $7,338,000 | +11.0% | 28,192 | -2.0% | 0.86% | +3.7% |
Q4 2020 | $6,611,000 | +17.4% | 28,763 | -5.3% | 0.83% | +0.5% |
Q3 2020 | $5,631,000 | -17.2% | 30,385 | -20.6% | 0.82% | -24.1% |
Q2 2020 | $6,801,000 | +6.9% | 38,246 | -13.5% | 1.08% | -9.8% |
Q1 2020 | $6,361,000 | -36.1% | 44,214 | -8.6% | 1.20% | -21.1% |
Q4 2019 | $9,958,000 | +1.6% | 48,381 | -4.6% | 1.52% | -5.3% |
Q3 2019 | $9,797,000 | -26.4% | 50,700 | -26.0% | 1.61% | -36.8% |
Q2 2019 | $13,310,000 | +28.4% | 68,515 | +25.2% | 2.55% | +1.7% |
Q1 2019 | $10,365,000 | +13.8% | 54,725 | -0.2% | 2.51% | +7.7% |
Q4 2018 | $9,110,000 | +5.9% | 54,858 | +28.4% | 2.33% | +19.8% |
Q3 2018 | $8,599,000 | +17.5% | 42,719 | +13.7% | 1.94% | +5.0% |
Q2 2018 | $7,321,000 | +17.2% | 37,584 | +12.8% | 1.85% | +7.5% |
Q1 2018 | $6,248,000 | +15.2% | 33,310 | +16.5% | 1.72% | +15.5% |
Q4 2017 | $5,425,000 | +43.3% | 28,585 | +35.1% | 1.49% | -4.7% |
Q3 2017 | $3,786,000 | +18.6% | 21,163 | +15.3% | 1.56% | +4.3% |
Q2 2017 | $3,192,000 | +30.1% | 18,352 | +28.1% | 1.50% | +9.5% |
Q1 2017 | $2,453,000 | +63.4% | 14,326 | +57.8% | 1.37% | +36.0% |
Q4 2016 | $1,501,000 | – | 9,076 | – | 1.01% | – |
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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% |