ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,578,315 | -7.3% | 403,362 | -2.8% | 0.65% | -2.8% |
| Q2 2023 | $108,556,560 | +11.9% | 415,162 | +7.1% | 0.67% | +5.0% |
| Q1 2023 | $96,977,526 | +14.3% | 387,662 | +10.5% | 0.64% | +8.0% |
| Q4 2022 | $84,845,820 | +17.1% | 350,762 | +6.1% | 0.59% | +11.1% |
| Q3 2022 | $72,457,000 | +7.1% | 330,462 | +10.6% | 0.53% | +14.9% |
| Q2 2022 | $67,623,000 | -6.0% | 298,912 | +11.5% | 0.46% | +11.3% |
| Q1 2022 | $71,959,000 | +8.9% | 268,162 | +14.8% | 0.42% | +19.9% |
| Q4 2021 | $66,103,000 | +10.5% | 233,512 | +2.7% | 0.35% | +2.1% |
| Q3 2021 | $59,799,000 | +8.8% | 227,312 | +11.1% | 0.34% | +5.3% |
| Q2 2021 | $54,959,000 | +6.7% | 204,512 | +3.4% | 0.32% | -0.9% |
| Q1 2021 | $51,484,000 | +56.6% | 197,802 | +38.3% | 0.33% | +45.5% |
| Q4 2020 | $32,878,000 | +13.0% | 143,053 | -8.9% | 0.22% | -3.0% |
| Q3 2020 | $29,085,000 | +4.2% | 156,953 | 0.0% | 0.23% | -5.7% |
| Q2 2020 | $27,909,000 | +22.4% | 156,953 | -1.0% | 0.24% | -2.4% |
| Q1 2020 | $22,801,000 | -30.1% | 158,491 | 0.0% | 0.25% | -7.0% |
| Q4 2019 | $32,621,000 | +5.3% | 158,491 | -1.2% | 0.27% | -3.9% |
| Q3 2019 | $30,992,000 | -3.0% | 160,391 | -2.4% | 0.28% | -2.8% |
| Q2 2019 | $31,935,000 | -60.1% | 164,391 | -61.1% | 0.29% | -55.1% |
| Q1 2019 | $80,096,000 | +14.2% | 422,891 | +0.1% | 0.64% | +2.2% |
| Q4 2018 | $70,126,000 | -8.3% | 422,291 | +11.1% | 0.63% | +12.5% |
| Q3 2018 | $76,480,000 | +6.2% | 379,951 | +2.7% | 0.56% | -1.8% |
| Q2 2018 | $72,030,000 | +11.2% | 369,800 | +7.1% | 0.57% | +9.2% |
| Q1 2018 | $64,768,000 | +0.7% | 345,300 | +1.9% | 0.52% | +2.8% |
| Q4 2017 | $64,316,000 | +1.7% | 338,900 | -4.1% | 0.51% | -1.0% |
| Q3 2017 | $63,241,000 | +1.8% | 353,500 | -1.0% | 0.51% | +9.2% |
| Q2 2017 | $62,100,000 | +15.0% | 357,000 | +13.2% | 0.47% | +12.2% |
| Q1 2017 | $54,020,000 | +3.6% | 315,500 | 0.0% | 0.42% | +1.0% |
| Q4 2016 | $52,165,000 | +6.5% | 315,500 | -0.4% | 0.41% | +7.3% |
| Q3 2016 | $48,997,000 | +3.6% | 316,700 | 0.0% | 0.39% | +4.3% |
| Q2 2016 | $47,312,000 | +51.4% | 316,700 | +46.1% | 0.37% | +49.2% |
| Q1 2016 | $31,246,000 | +3.4% | 216,700 | 0.0% | 0.25% | +7.4% |
| Q4 2015 | $30,204,000 | -0.1% | 216,700 | -2.1% | 0.23% | -1.3% |
| Q3 2015 | $30,245,000 | -8.9% | 221,400 | 0.0% | 0.23% | +1.3% |
| Q2 2015 | $33,206,000 | +17.8% | 221,400 | +19.4% | 0.23% | +17.3% |
| Q1 2015 | $28,177,000 | +7.0% | 185,400 | +2.0% | 0.20% | +13.2% |
| Q4 2014 | $26,325,000 | +1.1% | 181,800 | -4.6% | 0.17% | -3.9% |
| Q3 2014 | $26,049,000 | +33.0% | 190,500 | +39.2% | 0.18% | +32.1% |
| Q2 2014 | $19,588,000 | -7.0% | 136,900 | -10.7% | 0.14% | -13.3% |
| Q1 2014 | $21,073,000 | +2.7% | 153,300 | 0.0% | 0.16% | +0.6% |
| Q4 2013 | $20,518,000 | +6.1% | 153,300 | -1.6% | 0.16% | -7.1% |
| Q3 2013 | $19,341,000 | +7.5% | 155,800 | 0.0% | 0.17% | +2.4% |
| Q2 2013 | $17,995,000 | – | 155,800 | – | 0.16% | – |
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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% |