ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,562 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,243,095 | -5.6% | 241,601 | -1.0% | 12.27% | -3.9% |
| Q2 2023 | $63,786,395 | +4.4% | 243,944 | -0.1% | 12.76% | +0.6% |
| Q1 2023 | $61,112,096 | +1.2% | 244,292 | -2.2% | 12.69% | -4.1% |
| Q4 2022 | $60,404,373 | +8.2% | 249,718 | -1.9% | 13.24% | -0.3% |
| Q3 2022 | $55,841,000 | -4.4% | 254,680 | -1.3% | 13.27% | -0.3% |
| Q2 2022 | $58,386,000 | -15.6% | 258,084 | +0.1% | 13.32% | -7.1% |
| Q1 2022 | $69,210,000 | -6.2% | 257,917 | -1.1% | 14.33% | -3.3% |
| Q4 2021 | $73,810,000 | +5.0% | 260,739 | -2.4% | 14.81% | -4.0% |
| Q3 2021 | $70,291,000 | -4.2% | 267,195 | -2.2% | 15.43% | -7.2% |
| Q2 2021 | $73,407,000 | +0.8% | 273,164 | -2.4% | 16.62% | -4.6% |
| Q1 2021 | $72,832,000 | +5.2% | 279,822 | -7.1% | 17.43% | -1.3% |
| Q4 2020 | $69,242,000 | +21.0% | 301,276 | -2.5% | 17.66% | +4.9% |
| Q3 2020 | $57,240,000 | +3.0% | 308,888 | -1.2% | 16.83% | -4.0% |
| Q2 2020 | $55,584,000 | +23.6% | 312,588 | -0.0% | 17.53% | +4.8% |
| Q1 2020 | $44,984,000 | -30.2% | 312,694 | -0.1% | 16.72% | -21.9% |
| Q4 2019 | $64,450,000 | +7.2% | 313,142 | +0.6% | 21.41% | +0.5% |
| Q3 2019 | $60,142,000 | +1.9% | 311,243 | +2.4% | 21.30% | -2.5% |
| Q2 2019 | $59,027,000 | +3.3% | 303,860 | +0.7% | 21.85% | -0.4% |
| Q1 2019 | $57,150,000 | +13.8% | 301,745 | -0.2% | 21.94% | +4.5% |
| Q4 2018 | $50,208,000 | -11.0% | 302,351 | +7.9% | 20.99% | -6.1% |
| Q3 2018 | $56,425,000 | +4.7% | 280,319 | +1.4% | 22.36% | -0.7% |
| Q2 2018 | $53,870,000 | +3.4% | 276,568 | -0.4% | 22.52% | +1.6% |
| Q1 2018 | $52,099,000 | -0.7% | 277,760 | +0.5% | 22.17% | -0.0% |
| Q4 2017 | $52,441,000 | +6.0% | 276,326 | -0.0% | 22.17% | -0.6% |
| Q3 2017 | $49,454,000 | +4.1% | 276,435 | +1.2% | 22.32% | -0.1% |
| Q2 2017 | $47,516,000 | +3.0% | 273,160 | +1.4% | 22.34% | +0.3% |
| Q1 2017 | $46,121,000 | +4.1% | 269,365 | +0.5% | 22.28% | -2.1% |
| Q4 2016 | $44,309,000 | +9.9% | 267,989 | +2.8% | 22.76% | +3.6% |
| Q3 2016 | $40,324,000 | +6.1% | 260,643 | +2.4% | 21.96% | +2.4% |
| Q2 2016 | $38,011,000 | +5.5% | 254,438 | +1.8% | 21.45% | +1.5% |
| Q1 2016 | $36,038,000 | +7.9% | 249,932 | +4.2% | 21.14% | +4.3% |
| Q4 2015 | $33,405,000 | +6.6% | 239,770 | +4.5% | 20.27% | +0.8% |
| Q3 2015 | $31,345,000 | -5.6% | 229,448 | +3.6% | 20.12% | -2.5% |
| Q2 2015 | $33,208,000 | +2.7% | 221,419 | +4.1% | 20.64% | +1.7% |
| Q1 2015 | $32,324,000 | -0.8% | 212,686 | -5.5% | 20.30% | +1.3% |
| Q4 2014 | $32,597,000 | +12.0% | 225,119 | +5.8% | 20.04% | +0.0% |
| Q3 2014 | $29,099,000 | -4.0% | 212,805 | +0.4% | 20.03% | -5.5% |
| Q2 2014 | $30,323,000 | +6.4% | 211,929 | +2.2% | 21.18% | -0.0% |
| Q1 2014 | $28,506,000 | +3.2% | 207,360 | +0.4% | 21.19% | -1.2% |
| Q4 2013 | $27,632,000 | – | 206,499 | – | 21.45% | – |
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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% |