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 | $46,769,582 | -5.4% | 187,566 | -0.8% | 5.48% | -8.0% |
| Q2 2023 | $49,423,119 | +6.8% | 189,013 | +2.2% | 5.96% | -1.1% |
| Q1 2023 | $46,261,838 | +104759.3% | 184,929 | +1.4% | 6.03% | +0.7% |
| Q4 2022 | $44,118 | -99.9% | 182,388 | +3.3% | 5.98% | +5.9% |
| Q3 2022 | $38,731,000 | -3.9% | 176,645 | -0.8% | 5.65% | +2.8% |
| Q2 2022 | $40,285,000 | -1.6% | 178,072 | +16.7% | 5.49% | +12.1% |
| Q1 2022 | $40,950,000 | +145.7% | 152,605 | +159.2% | 4.90% | +148.4% |
| Q4 2021 | $16,667,000 | +16.0% | 58,875 | +7.8% | 1.97% | +6.4% |
| Q3 2021 | $14,367,000 | -4.3% | 54,614 | -2.2% | 1.85% | -2.6% |
| Q2 2021 | $15,007,000 | -5.7% | 55,844 | -8.7% | 1.90% | -9.8% |
| Q1 2021 | $15,914,000 | +14.6% | 61,145 | +1.2% | 2.11% | -21.8% |
| Q4 2020 | $13,885,000 | +23.6% | 60,415 | -0.3% | 2.70% | +13.6% |
| Q3 2020 | $11,233,000 | +5.0% | 60,617 | +0.7% | 2.38% | +1.8% |
| Q2 2020 | $10,700,000 | +22.3% | 60,178 | -1.1% | 2.33% | +12.5% |
| Q1 2020 | $8,751,000 | -28.9% | 60,829 | +1.7% | 2.07% | -13.5% |
| Q4 2019 | $12,305,000 | +9.7% | 59,784 | +3.0% | 2.40% | +3.0% |
| Q3 2019 | $11,220,000 | +4.4% | 58,067 | +4.9% | 2.33% | +0.8% |
| Q2 2019 | $10,751,000 | +126.0% | 55,342 | +120.4% | 2.31% | +109.5% |
| Q1 2019 | $4,757,000 | +12.2% | 25,114 | -1.6% | 1.10% | +1.8% |
| Q4 2018 | $4,238,000 | +507.2% | 25,519 | +636.7% | 1.08% | +637.4% |
| Q3 2018 | $698,000 | +39.0% | 3,464 | +34.5% | 0.15% | +30.1% |
| Q2 2018 | $502,000 | +5.5% | 2,575 | +1.5% | 0.11% | +2.7% |
| Q1 2018 | $476,000 | +6.0% | 2,536 | +7.1% | 0.11% | +5.8% |
| Q4 2017 | $449,000 | +4.2% | 2,368 | -1.7% | 0.10% | +2.0% |
| Q3 2017 | $431,000 | -10.6% | 2,408 | -13.2% | 0.10% | -11.3% |
| Q2 2017 | $482,000 | -72.4% | 2,773 | -72.8% | 0.12% | -73.0% |
| Q1 2017 | $1,746,000 | +326.9% | 10,199 | +312.6% | 0.43% | +321.8% |
| Q4 2016 | $409,000 | +8.5% | 2,472 | +1.4% | 0.10% | +5.2% |
| Q3 2016 | $377,000 | +110.6% | 2,437 | +102.9% | 0.10% | +104.3% |
| Q2 2016 | $179,000 | +123.8% | 1,201 | +115.6% | 0.05% | +123.8% |
| Q1 2016 | $80,000 | +2.6% | 557 | -0.5% | 0.02% | 0.0% |
| Q4 2015 | $78,000 | +2.6% | 560 | +0.9% | 0.02% | -4.5% |
| Q3 2015 | $76,000 | -8.4% | 555 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $83,000 | -2.4% | 555 | -1.1% | 0.02% | -4.3% |
| Q1 2015 | $85,000 | +553.8% | 561 | +544.8% | 0.02% | +475.0% |
| Q4 2014 | $13,000 | -99.6% | 87 | -99.7% | 0.00% | -99.6% |
| Q3 2014 | $3,472,000 | -7.5% | 25,394 | -3.2% | 0.96% | -5.1% |
| Q2 2014 | $3,755,000 | -1.7% | 26,244 | -5.5% | 1.02% | -6.4% |
| Q1 2014 | $3,819,000 | – | 27,781 | – | 1.08% | – |
Download | ||||||
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% |