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 | $423,396 | -1.5% | 1,698 | +3.3% | 0.12% | +5.1% |
Q2 2023 | $429,873 | +6.1% | 1,644 | +1.5% | 0.12% | +11.3% |
Q1 2023 | $405,259 | +3.1% | 1,620 | -0.3% | 0.11% | -9.4% |
Q4 2022 | $393,071 | +10.4% | 1,625 | 0.0% | 0.12% | +6.4% |
Q3 2022 | $356,000 | +119.8% | 1,625 | +126.6% | 0.11% | +115.7% |
Q2 2022 | $162,000 | -15.6% | 717 | 0.0% | 0.05% | -7.3% |
Q1 2022 | $192,000 | -8.1% | 717 | -3.1% | 0.06% | -15.4% |
Q4 2021 | $209,000 | +20.1% | 740 | +11.6% | 0.06% | +14.0% |
Q3 2021 | $174,000 | +10.1% | 663 | +12.8% | 0.06% | +3.6% |
Q2 2021 | $158,000 | +26.4% | 588 | +22.2% | 0.06% | +7.8% |
Q1 2021 | $125,000 | +14.7% | 481 | +1.5% | 0.05% | +2.0% |
Q4 2020 | $109,000 | +41.6% | 474 | +13.7% | 0.05% | +22.0% |
Q3 2020 | $77,000 | +42.6% | 417 | +36.7% | 0.04% | +24.2% |
Q2 2020 | $54,000 | +22.7% | 305 | 0.0% | 0.03% | 0.0% |
Q1 2020 | $44,000 | -30.2% | 305 | 0.0% | 0.03% | -5.7% |
Q4 2019 | $63,000 | +6.8% | 305 | 0.0% | 0.04% | +6.1% |
Q3 2019 | $59,000 | 0.0% | 305 | 0.0% | 0.03% | -10.8% |
Q2 2019 | $59,000 | +1.7% | 305 | 0.0% | 0.04% | -27.5% |
Q1 2019 | $58,000 | +38.1% | 305 | +19.6% | 0.05% | +15.9% |
Q4 2018 | $42,000 | – | 255 | – | 0.04% | – |
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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% |