ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,106,809 | +50.6% | 32,512 | +58.0% | 0.29% | +37.9% |
| Q2 2023 | $5,382,119 | -12.2% | 20,583 | -16.0% | 0.21% | -17.9% |
| Q1 2023 | $6,130,625 | +11.5% | 24,507 | +7.8% | 0.26% | +7.5% |
| Q4 2022 | $5,499,486 | +31.1% | 22,735 | +18.9% | 0.24% | +20.1% |
| Q3 2022 | $4,194,000 | -14.7% | 19,129 | -12.0% | 0.20% | -15.3% |
| Q2 2022 | $4,918,000 | -15.1% | 21,740 | +6.3% | 0.24% | -2.5% |
| Q4 2021 | $5,792,000 | -0.2% | 20,460 | -7.2% | 0.24% | -12.4% |
| Q3 2021 | $5,802,000 | +17.9% | 22,057 | +21.6% | 0.28% | +13.2% |
| Q2 2021 | $4,920,000 | +6.7% | 18,146 | +3.9% | 0.24% | -7.3% |
| Q1 2021 | $4,612,000 | +23.9% | 17,470 | +7.9% | 0.26% | -3.0% |
| Q4 2020 | $3,723,000 | +24.0% | 16,197 | -0.0% | 0.27% | +0.4% |
| Q3 2020 | $3,003,000 | -2.2% | 16,204 | -6.1% | 0.27% | -12.4% |
| Q2 2020 | $3,069,000 | +18.8% | 17,261 | -3.9% | 0.31% | -12.0% |
| Q1 2020 | $2,583,000 | -26.3% | 17,954 | +5.4% | 0.35% | -20.5% |
| Q4 2019 | $3,505,000 | +40.7% | 17,032 | +32.1% | 0.44% | +12.0% |
| Q3 2019 | $2,492,000 | -12.5% | 12,898 | -12.0% | 0.39% | -18.0% |
| Q2 2019 | $2,849,000 | -1.8% | 14,665 | -4.3% | 0.48% | +8.4% |
| Q1 2019 | $2,901,000 | +80.5% | 15,317 | +58.3% | 0.44% | +25.6% |
| Q4 2018 | $1,607,000 | -17.3% | 9,676 | +0.2% | 0.35% | -10.9% |
| Q3 2018 | $1,944,000 | +45.6% | 9,657 | +40.9% | 0.39% | +23.5% |
| Q2 2018 | $1,335,000 | +8.3% | 6,853 | +4.3% | 0.32% | +4.2% |
| Q1 2018 | $1,233,000 | +3.0% | 6,571 | +4.2% | 0.31% | -28.3% |
| Q4 2017 | $1,197,000 | +22.9% | 6,308 | +15.9% | 0.43% | -0.2% |
| Q3 2017 | $974,000 | +21.1% | 5,443 | +17.8% | 0.43% | +3.4% |
| Q2 2017 | $804,000 | +21.6% | 4,621 | +19.7% | 0.41% | +5.6% |
| Q1 2017 | $661,000 | – | 3,859 | – | 0.39% | – |
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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% |