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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $247,000 | -32.9% | 920 | -29.2% | 0.09% | -24.3% |
| Q4 2021 | $368,000 | -12.6% | 1,300 | -18.8% | 0.12% | -17.9% |
| Q3 2021 | $421,000 | -2.1% | 1,600 | 0.0% | 0.14% | -7.3% |
| Q2 2021 | $430,000 | +3.4% | 1,600 | 0.0% | 0.15% | -2.6% |
| Q1 2021 | $416,000 | -23.0% | 1,600 | -31.9% | 0.16% | -28.6% |
| Q4 2020 | $540,000 | +8.0% | 2,350 | -13.0% | 0.22% | -9.2% |
| Q3 2020 | $500,000 | +4.2% | 2,700 | 0.0% | 0.24% | +7.7% |
| Q2 2020 | $480,000 | +23.7% | 2,700 | 0.0% | 0.22% | +1.8% |
| Q1 2020 | $388,000 | -30.2% | 2,700 | 0.0% | 0.22% | +4.3% |
| Q4 2019 | $556,000 | -7.2% | 2,700 | -12.9% | 0.21% | -7.9% |
| Q3 2019 | $599,000 | -0.5% | 3,100 | 0.0% | 0.23% | -5.0% |
| Q2 2019 | $602,000 | -25.2% | 3,100 | -27.1% | 0.24% | -12.8% |
| Q1 2019 | $805,000 | +14.0% | 4,250 | 0.0% | 0.27% | +3.4% |
| Q4 2018 | $706,000 | -17.4% | 4,250 | 0.0% | 0.26% | +5.6% |
| Q3 2018 | $855,000 | +3.3% | 4,250 | 0.0% | 0.25% | +1.6% |
| Q2 2018 | $828,000 | +3.9% | 4,250 | 0.0% | 0.25% | +11.8% |
| Q1 2018 | $797,000 | 0.0% | 4,250 | +1.2% | 0.22% | +1.4% |
| Q4 2017 | $797,000 | +3.6% | 4,200 | -2.3% | 0.22% | 0.0% |
| Q3 2017 | $769,000 | +2.8% | 4,300 | 0.0% | 0.22% | +1.9% |
| Q2 2017 | $748,000 | +1.6% | 4,300 | 0.0% | 0.21% | +0.5% |
| Q1 2017 | $736,000 | +3.5% | 4,300 | 0.0% | 0.21% | +4.9% |
| Q4 2016 | $711,000 | +37.3% | 4,300 | +28.4% | 0.20% | +31.0% |
| Q3 2016 | $518,000 | +3.6% | 3,350 | 0.0% | 0.16% | -3.7% |
| Q2 2016 | $500,000 | +23.8% | 3,350 | +19.6% | 0.16% | +20.1% |
| Q1 2016 | $404,000 | +3.6% | 2,800 | 0.0% | 0.13% | +22.9% |
| Q4 2015 | $390,000 | +1.8% | 2,800 | 0.0% | 0.11% | +7.9% |
| Q3 2015 | $383,000 | -8.8% | 2,800 | 0.0% | 0.10% | +7.4% |
| Q2 2015 | $420,000 | -1.4% | 2,800 | 0.0% | 0.09% | +8.0% |
| Q1 2015 | $426,000 | +5.2% | 2,800 | 0.0% | 0.09% | +20.8% |
| Q4 2014 | $405,000 | +48.4% | 2,800 | +40.0% | 0.07% | +46.9% |
| Q3 2014 | $273,000 | – | 2,000 | – | 0.05% | – |
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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% |