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 | $46,014 | -4.8% | 184,535 | -0.2% | 4.82% | -0.6% |
| Q2 2023 | $48,335 | +5.1% | 184,851 | +0.5% | 4.85% | -17.4% |
| Q1 2023 | $45,990 | -7.8% | 183,841 | -10.8% | 5.87% | -9.9% |
| Q4 2022 | $49,856 | -99.9% | 206,110 | -1.0% | 6.51% | +14.0% |
| Q3 2022 | $45,643,000 | +2.6% | 208,169 | +5.9% | 5.71% | +7.4% |
| Q2 2022 | $44,484,000 | -15.5% | 196,630 | +0.2% | 5.32% | +5.0% |
| Q1 2022 | $52,661,000 | +5.6% | 196,246 | +11.4% | 5.07% | +7.0% |
| Q4 2021 | $49,855,000 | +13.2% | 176,117 | +5.2% | 4.74% | -20.3% |
| Q3 2021 | $44,041,000 | +6.4% | 167,412 | +8.6% | 5.95% | +40.0% |
| Q2 2021 | $41,410,000 | +1.9% | 154,094 | -1.3% | 4.25% | +1.0% |
| Q1 2021 | $40,655,000 | +500.6% | 156,199 | +327.6% | 4.20% | +352.2% |
| Q3 2020 | $6,769,000 | -14.4% | 36,527 | -17.9% | 0.93% | -15.9% |
| Q2 2020 | $7,909,000 | -55.8% | 44,480 | -64.2% | 1.11% | -62.3% |
| Q1 2020 | $17,876,000 | -44.9% | 124,262 | -21.2% | 2.94% | -35.4% |
| Q4 2019 | $32,458,000 | +6.3% | 157,699 | -0.2% | 4.55% | -0.1% |
| Q3 2019 | $30,520,000 | +2.1% | 157,947 | +2.7% | 4.55% | +0.4% |
| Q2 2019 | $29,888,000 | +4.2% | 153,855 | +1.5% | 4.53% | -2.7% |
| Q1 2019 | $28,697,000 | +15.2% | 151,514 | +1.0% | 4.66% | +0.0% |
| Q4 2018 | $24,915,000 | -22.5% | 150,037 | -6.0% | 4.66% | -11.0% |
| Q3 2018 | $32,132,000 | +5.3% | 159,630 | +1.9% | 5.24% | -1.2% |
| Q2 2018 | $30,506,000 | +3.6% | 156,615 | -0.2% | 5.30% | -29.1% |
| Q1 2018 | $29,443,000 | +0.6% | 156,971 | +1.8% | 7.47% | +9.3% |
| Q4 2017 | $29,268,000 | +10.8% | 154,222 | +4.5% | 6.83% | +2.4% |
| Q3 2017 | $26,405,000 | +10.6% | 147,595 | +7.6% | 6.67% | +5.0% |
| Q2 2017 | $23,871,000 | +6.3% | 137,231 | +4.6% | 6.35% | -0.7% |
| Q1 2017 | $22,457,000 | +4.4% | 131,159 | +0.8% | 6.40% | -28.6% |
| Q4 2016 | $21,514,000 | +19.1% | 130,120 | +11.4% | 8.96% | +7.1% |
| Q3 2016 | $18,063,000 | +178.6% | 116,753 | +5.8% | 8.36% | -34.5% |
| Q2 2016 | $6,483,000 | – | 110,333 | – | 12.76% | – |
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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% |