ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,448,367 | +3.0% | 17,840 | +8.0% | 0.40% | +8.5% |
| Q2 2023 | $4,318,400 | +8.0% | 16,516 | +3.4% | 0.36% | +2.5% |
| Q1 2023 | $3,996,777 | +29.1% | 15,977 | +24.9% | 0.36% | +25.4% |
| Q4 2022 | $3,095,197 | +147.4% | 12,796 | +124.2% | 0.28% | +127.2% |
| Q3 2022 | $1,251,000 | +6.6% | 5,707 | +10.1% | 0.12% | +7.8% |
| Q2 2022 | $1,173,000 | -15.3% | 5,185 | +0.5% | 0.12% | +2.7% |
| Q1 2022 | $1,385,000 | -0.4% | 5,160 | +5.1% | 0.11% | +5.6% |
| Q4 2021 | $1,390,000 | +10.8% | 4,910 | +3.0% | 0.11% | +33.8% |
| Q3 2021 | $1,254,000 | +10.8% | 4,767 | +13.2% | 0.08% | +8.1% |
| Q2 2021 | $1,132,000 | +7.7% | 4,212 | +4.3% | 0.07% | +5.7% |
| Q1 2021 | $1,051,000 | +14.4% | 4,037 | +1.0% | 0.07% | +11.1% |
| Q4 2020 | $919,000 | +26.6% | 3,997 | +2.0% | 0.06% | +14.5% |
| Q3 2020 | $726,000 | +4.2% | 3,919 | 0.0% | 0.06% | -6.8% |
| Q2 2020 | $697,000 | +23.6% | 3,919 | 0.0% | 0.06% | -19.2% |
| Q1 2020 | $564,000 | -38.0% | 3,919 | -11.3% | 0.07% | -21.5% |
| Q4 2019 | $910,000 | +10.3% | 4,419 | +3.5% | 0.09% | +5.7% |
| Q3 2019 | $825,000 | -5.0% | 4,269 | -4.5% | 0.09% | -36.2% |
| Q2 2019 | $868,000 | +2.6% | 4,469 | 0.0% | 0.14% | +0.7% |
| Q1 2019 | $846,000 | +5.4% | 4,469 | -7.6% | 0.14% | -11.0% |
| Q4 2018 | $803,000 | -14.0% | 4,836 | +4.2% | 0.15% | +0.7% |
| Q3 2018 | $934,000 | -2.4% | 4,642 | -5.5% | 0.15% | -8.4% |
| Q2 2018 | $957,000 | +4.9% | 4,911 | +1.0% | 0.17% | +9.2% |
| Q1 2018 | $912,000 | -3.0% | 4,861 | -1.9% | 0.15% | -4.4% |
| Q4 2017 | $940,000 | +4.1% | 4,953 | -2.0% | 0.16% | +2.6% |
| Q3 2017 | $903,000 | +226.0% | 5,053 | +216.8% | 0.16% | +102.6% |
| Q2 2017 | $277,000 | -5.8% | 1,595 | -7.3% | 0.08% | -6.1% |
| Q1 2017 | $294,000 | -61.1% | 1,720 | -64.8% | 0.08% | -66.1% |
| Q3 2016 | $756,000 | +91.9% | 4,889 | +69.4% | 0.24% | +71.6% |
| Q3 2015 | $394,000 | -12.8% | 2,886 | -4.2% | 0.14% | 0.0% |
| Q2 2015 | $452,000 | – | 3,011 | – | 0.14% | – |
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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% |