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 | $1,038,218 | -3.9% | 4,164 | +0.8% | 0.22% | +1.9% |
| Q2 2023 | $1,080,101 | -1.2% | 4,131 | -5.5% | 0.22% | -6.5% |
| Q1 2023 | $1,093,198 | +17.2% | 4,370 | +13.3% | 0.23% | +9.5% |
| Q4 2022 | $932,584 | +11.2% | 3,856 | +0.8% | 0.21% | +1.0% |
| Q3 2022 | $839,000 | +7.8% | 3,827 | +11.2% | 0.21% | +11.2% |
| Q2 2022 | $778,000 | -15.6% | 3,440 | +0.1% | 0.19% | -3.1% |
| Q1 2022 | $922,000 | +17.9% | 3,437 | +24.3% | 0.19% | +21.2% |
| Q4 2021 | $782,000 | +7.6% | 2,764 | 0.0% | 0.16% | -0.6% |
| Q3 2021 | $727,000 | -4.0% | 2,764 | -2.0% | 0.16% | -1.2% |
| Q2 2021 | $757,000 | +1.7% | 2,819 | -1.4% | 0.16% | -9.4% |
| Q1 2021 | $744,000 | +11.9% | 2,860 | -1.1% | 0.18% | +4.0% |
| Q4 2020 | $665,000 | +36.3% | 2,892 | +9.8% | 0.17% | +18.5% |
| Q3 2020 | $488,000 | -8.1% | 2,633 | -11.8% | 0.15% | -16.6% |
| Q2 2020 | $531,000 | +23.8% | 2,986 | +0.2% | 0.18% | +8.7% |
| Q1 2020 | $429,000 | -32.9% | 2,981 | -3.9% | 0.16% | -19.9% |
| Q4 2019 | $639,000 | +1.4% | 3,103 | -4.9% | 0.20% | -6.5% |
| Q3 2019 | $630,000 | -1.7% | 3,263 | -1.1% | 0.22% | -4.9% |
| Q2 2019 | $641,000 | -7.4% | 3,299 | -9.8% | 0.23% | -11.0% |
| Q1 2019 | $692,000 | +14.0% | 3,656 | 0.0% | 0.25% | +4.1% |
| Q4 2018 | $607,000 | – | 3,656 | – | 0.24% | – |
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% |