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 | $551,562 | -3.2% | 2,212 | +1.6% | 0.16% | +0.6% |
| Q2 2023 | $569,503 | +8.5% | 2,178 | +3.8% | 0.16% | +7.3% |
| Q1 2023 | $525,086 | +2.8% | 2,099 | -0.6% | 0.15% | +1.3% |
| Q4 2022 | $510,630 | +10.5% | 2,111 | +0.2% | 0.15% | +6.4% |
| Q3 2022 | $462,000 | -2.5% | 2,106 | +0.5% | 0.14% | +8.5% |
| Q2 2022 | $474,000 | -15.4% | 2,096 | +0.4% | 0.13% | +2.4% |
| Q1 2022 | $560,000 | -5.7% | 2,088 | -0.4% | 0.13% | +1.6% |
| Q4 2021 | $594,000 | -8.8% | 2,097 | -15.3% | 0.12% | -13.3% |
| Q3 2021 | $651,000 | -0.2% | 2,475 | +2.1% | 0.14% | -4.0% |
| Q2 2021 | $652,000 | +7.2% | 2,425 | +3.8% | 0.15% | -1.3% |
| Q1 2021 | $608,000 | -18.7% | 2,336 | -28.2% | 0.15% | -29.8% |
| Q4 2020 | $748,000 | +31.2% | 3,255 | +5.8% | 0.22% | +12.6% |
| Q3 2020 | $570,000 | +0.9% | 3,076 | -3.1% | 0.19% | -9.9% |
| Q2 2020 | $565,000 | +32.3% | 3,176 | +7.1% | 0.21% | +1.9% |
| Q1 2020 | $427,000 | -24.4% | 2,965 | +8.0% | 0.21% | 0.0% |
| Q4 2019 | $565,000 | +12.8% | 2,745 | +5.8% | 0.21% | +6.7% |
| Q3 2019 | $501,000 | +7.1% | 2,594 | +7.8% | 0.20% | +4.3% |
| Q2 2019 | $468,000 | +17.6% | 2,407 | +14.5% | 0.19% | +12.7% |
| Q1 2019 | $398,000 | +33.6% | 2,102 | +17.1% | 0.17% | +8.5% |
| Q4 2018 | $298,000 | -11.3% | 1,795 | +7.5% | 0.15% | +7.7% |
| Q3 2018 | $336,000 | +1.2% | 1,670 | -2.1% | 0.14% | +2.2% |
| Q2 2018 | $332,000 | +11.8% | 1,705 | +7.6% | 0.14% | +3.7% |
| Q1 2018 | $297,000 | +7.6% | 1,584 | +8.9% | 0.13% | +15.5% |
| Q4 2017 | $276,000 | +17.4% | 1,454 | +10.9% | 0.12% | +14.9% |
| Q3 2017 | $235,000 | +8.8% | 1,311 | +5.8% | 0.10% | +14.8% |
| Q2 2017 | $216,000 | +12.5% | 1,239 | +10.7% | 0.09% | +11.4% |
| Q1 2017 | $192,000 | – | 1,119 | – | 0.08% | – |
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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% |