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 | $11,098,179 | +0.9% | 44,508 | +5.8% | 0.72% | +7.2% |
| Q2 2023 | $10,999,689 | -7.3% | 42,067 | -11.3% | 0.67% | -12.6% |
| Q1 2023 | $11,866,551 | -5.2% | 47,436 | -8.3% | 0.77% | -13.0% |
| Q4 2022 | $12,514,821 | +97572.8% | 51,738 | -11.5% | 0.88% | -11.9% |
| Q3 2022 | $12,813 | +2.6% | 58,435 | +5.8% | 1.00% | +1.4% |
| Q2 2022 | $12,493 | -21.6% | 55,223 | -7.0% | 0.99% | -8.3% |
| Q1 2022 | $15,931 | +6.9% | 59,368 | +12.8% | 1.08% | -6.7% |
| Q4 2021 | $14,900 | +13.1% | 52,635 | +5.1% | 1.15% | -10.3% |
| Q3 2021 | $13,174 | +17.5% | 50,078 | +20.1% | 1.29% | -3.4% |
| Q2 2021 | $11,208 | +7.0% | 41,708 | +3.7% | 1.33% | -18.1% |
| Q1 2021 | $10,471 | +13.8% | 40,229 | +0.5% | 1.63% | -11.2% |
| Q4 2020 | $9,201 | +25.8% | 40,035 | +1.4% | 1.83% | +4.9% |
| Q3 2020 | $7,315 | -99.9% | 39,473 | -0.2% | 1.75% | -2.4% |
| Q2 2020 | $7,036,000 | -0.6% | 39,567 | -19.5% | 1.79% | -2.0% |
| Q1 2020 | $7,076,000 | -26.8% | 49,182 | +4.8% | 1.83% | -22.9% |
| Q4 2019 | $9,663,000 | +8.3% | 46,945 | +1.6% | 2.37% | +4.4% |
| Q3 2019 | $8,926,000 | +203.5% | 46,193 | +205.2% | 2.27% | +153.3% |
| Q2 2019 | $2,941,000 | +86.6% | 15,137 | +81.9% | 0.90% | +55.0% |
| Q1 2019 | $1,576,000 | +22.7% | 8,322 | +7.6% | 0.58% | -22.7% |
| Q4 2018 | $1,284,000 | – | 7,731 | – | 0.75% | – |
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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% |