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 | $2,024,729 | -84.1% | 8,120 | -83.3% | 1.32% | -83.4% |
| Q2 2023 | $12,727,514 | +21.5% | 48,675 | +16.3% | 7.99% | +15.4% |
| Q1 2023 | $10,472,439 | +5.8% | 41,863 | +2.3% | 6.93% | +26.0% |
| Q4 2022 | $9,894,678 | +13.0% | 40,906 | +2.4% | 5.50% | +2.8% |
| Q3 2022 | $8,756,000 | +14.4% | 39,935 | +18.1% | 5.35% | +24.0% |
| Q2 2022 | $7,651,000 | -1.4% | 33,819 | +17.0% | 4.31% | +13.4% |
| Q1 2022 | $7,757,000 | +12.4% | 28,907 | +18.6% | 3.80% | +5.7% |
| Q4 2021 | $6,901,000 | +38.0% | 24,378 | +28.3% | 3.60% | +24.2% |
| Q3 2021 | $4,999,000 | +2.5% | 19,003 | +4.7% | 2.90% | -23.6% |
| Q2 2021 | $4,875,000 | +10.0% | 18,142 | +6.5% | 3.79% | -13.3% |
| Q1 2021 | $4,432,000 | +36.7% | 17,028 | +20.8% | 4.37% | +27.8% |
| Q4 2020 | $3,241,000 | +27.4% | 14,100 | +2.7% | 3.42% | +43.3% |
| Q3 2020 | $2,544,000 | -5.3% | 13,731 | -9.1% | 2.38% | -4.8% |
| Q2 2020 | $2,686,000 | +44.3% | 15,106 | +16.7% | 2.50% | +40.1% |
| Q1 2020 | $1,861,000 | -56.5% | 12,939 | -37.7% | 1.79% | -34.0% |
| Q4 2019 | $4,277,000 | +15.3% | 20,780 | +8.3% | 2.71% | +7.1% |
| Q3 2019 | $3,708,000 | +1.7% | 19,189 | +2.2% | 2.53% | -2.9% |
| Q2 2019 | $3,646,000 | +9.5% | 18,771 | +6.8% | 2.60% | -2.6% |
| Q1 2019 | $3,330,000 | +10.2% | 17,584 | -3.4% | 2.67% | -9.1% |
| Q4 2018 | $3,022,000 | – | 18,196 | – | 2.94% | – |
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% |