ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $89,631,351 | -2.9% | 359,460 | +1.9% | 1.64% | +0.8% |
| Q2 2023 | $92,264,787 | +4.6% | 352,856 | +0.1% | 1.63% | -0.6% |
| Q1 2023 | $88,217,173 | +7.1% | 352,643 | +3.5% | 1.64% | +2.1% |
| Q4 2022 | $82,385,557 | +14.9% | 340,591 | +4.2% | 1.60% | +3.4% |
| Q3 2022 | $71,701,000 | -2.8% | 327,012 | +0.3% | 1.55% | -0.1% |
| Q2 2022 | $73,747,000 | -14.6% | 325,981 | +1.3% | 1.55% | +0.4% |
| Q1 2022 | $86,314,000 | -2.5% | 321,661 | +2.8% | 1.55% | +6.2% |
| Q4 2021 | $88,550,000 | +9.1% | 312,809 | +1.4% | 1.46% | +0.8% |
| Q3 2021 | $81,185,000 | +2.5% | 308,607 | +4.7% | 1.44% | -5.8% |
| Q2 2021 | $79,236,000 | +7.1% | 294,856 | +3.7% | 1.53% | +2.2% |
| Q1 2021 | $73,994,000 | +16.0% | 284,284 | +2.5% | 1.50% | +12.9% |
| Q4 2020 | $63,764,000 | +24.7% | 277,442 | +0.5% | 1.33% | +10.3% |
| Q3 2020 | $51,135,000 | -2.9% | 275,940 | -6.8% | 1.20% | -7.5% |
| Q2 2020 | $52,655,000 | +33.7% | 296,117 | +8.1% | 1.30% | +14.0% |
| Q1 2020 | $39,395,000 | -27.0% | 273,842 | +4.5% | 1.14% | -9.1% |
| Q4 2019 | $53,955,000 | +12.1% | 262,146 | +5.3% | 1.26% | +4.1% |
| Q3 2019 | $48,122,000 | +3.1% | 249,041 | +3.7% | 1.21% | -1.3% |
| Q2 2019 | $46,656,000 | +12.1% | 240,173 | +9.3% | 1.22% | +9.4% |
| Q1 2019 | $41,629,000 | +43.0% | 219,793 | +25.3% | 1.12% | +25.4% |
| Q4 2018 | $29,118,000 | -5.4% | 175,346 | +14.7% | 0.89% | +3.2% |
| Q3 2018 | $30,768,000 | +60.0% | 152,854 | +54.8% | 0.86% | +48.5% |
| Q2 2018 | $19,236,000 | +215.5% | 98,755 | +203.8% | 0.58% | +209.6% |
| Q1 2018 | $6,097,000 | +94.1% | 32,507 | +96.4% | 0.19% | +102.2% |
| Q4 2017 | $3,141,000 | +7.6% | 16,552 | +1.4% | 0.09% | +3.3% |
| Q3 2017 | $2,919,000 | -0.3% | 16,316 | -3.1% | 0.09% | 0.0% |
| Q2 2017 | $2,929,000 | +19.2% | 16,838 | +17.3% | 0.09% | +20.0% |
| Q1 2017 | $2,458,000 | +3.0% | 14,353 | -0.5% | 0.08% | -2.6% |
| Q4 2016 | $2,386,000 | +6.9% | 14,431 | 0.0% | 0.08% | +1.3% |
| Q3 2016 | $2,233,000 | +16.2% | 14,431 | +12.2% | 0.08% | +13.4% |
| Q2 2016 | $1,921,000 | +3.6% | 12,858 | 0.0% | 0.07% | +1.5% |
| Q1 2016 | $1,854,000 | +12.4% | 12,858 | +8.6% | 0.07% | -5.7% |
| Q4 2015 | $1,649,000 | +2.0% | 11,835 | 0.0% | 0.07% | -4.1% |
| Q3 2015 | $1,617,000 | -5.7% | 11,835 | +3.5% | 0.07% | +2.8% |
| Q2 2015 | $1,715,000 | +18.7% | 11,435 | +20.3% | 0.07% | +18.3% |
| Q1 2015 | $1,445,000 | +5.8% | 9,504 | +0.8% | 0.06% | +5.3% |
| Q4 2014 | $1,366,000 | – | 9,432 | – | 0.06% | – |
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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% |