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 | $17,215,623 | -7.8% | 69,042 | -3.3% | 0.63% | +0.5% |
| Q2 2023 | $18,672,548 | -21.4% | 71,411 | -24.8% | 0.62% | -21.4% |
| Q1 2023 | $23,765,200 | +3.4% | 95,000 | 0.0% | 0.80% | +6.4% |
| Q4 2022 | $22,979,550 | +17.6% | 95,000 | +6.6% | 0.75% | +7.6% |
| Q3 2022 | $19,546,000 | -3.1% | 89,144 | 0.0% | 0.69% | +14.9% |
| Q2 2022 | $20,167,000 | -15.7% | 89,144 | 0.0% | 0.60% | -7.2% |
| Q1 2022 | $23,921,000 | -5.2% | 89,144 | 0.0% | 0.65% | -3.3% |
| Q4 2021 | $25,235,000 | +8.0% | 89,144 | +0.4% | 0.67% | +0.3% |
| Q3 2021 | $23,361,000 | -17.7% | 88,803 | -16.0% | 0.67% | -18.5% |
| Q2 2021 | $28,400,000 | +2.1% | 105,682 | -1.1% | 0.82% | -1.7% |
| Q1 2021 | $27,811,000 | +30.4% | 106,849 | +15.2% | 0.84% | +23.6% |
| Q4 2020 | $21,324,000 | +20.2% | 92,780 | -3.1% | 0.68% | +8.3% |
| Q3 2020 | $17,746,000 | +13.2% | 95,766 | +8.6% | 0.62% | +7.4% |
| Q2 2020 | $15,677,000 | +23.6% | 88,164 | 0.0% | 0.58% | +7.8% |
| Q1 2020 | $12,683,000 | -16.0% | 88,164 | +20.2% | 0.54% | +9.1% |
| Q4 2019 | $15,102,000 | +5.7% | 73,377 | -0.7% | 0.50% | 0.0% |
| Q3 2019 | $14,284,000 | -14.6% | 73,924 | -14.2% | 0.50% | -10.5% |
| Q2 2019 | $16,731,000 | +11.3% | 86,129 | +8.5% | 0.55% | +17.7% |
| Q1 2019 | $15,031,000 | +37.9% | 79,363 | +20.9% | 0.47% | +26.7% |
| Q4 2018 | $10,900,000 | -13.4% | 65,636 | +5.0% | 0.37% | -0.5% |
| Q3 2018 | $12,587,000 | +11.5% | 62,533 | +7.9% | 0.37% | +8.4% |
| Q2 2018 | $11,290,000 | -3.5% | 57,964 | -7.1% | 0.34% | -8.8% |
| Q1 2018 | $11,698,000 | -2.2% | 62,364 | -1.0% | 0.38% | -4.6% |
| Q4 2017 | $11,960,000 | +10.8% | 63,019 | +4.4% | 0.40% | +7.3% |
| Q3 2017 | $10,799,000 | +8.0% | 60,365 | +5.1% | 0.37% | +1.4% |
| Q2 2017 | $9,996,000 | -9.2% | 57,462 | -10.6% | 0.36% | -10.6% |
| Q1 2017 | $11,005,000 | +1.2% | 64,272 | -2.3% | 0.41% | -6.5% |
| Q4 2016 | $10,879,000 | +3.4% | 65,797 | -3.2% | 0.43% | +3.6% |
| Q3 2016 | $10,518,000 | -9.1% | 67,987 | -12.3% | 0.42% | -12.3% |
| Q2 2016 | $11,576,000 | +15.8% | 77,487 | +11.8% | 0.48% | +13.8% |
| Q1 2016 | $9,997,000 | +17.9% | 69,333 | +14.0% | 0.42% | +15.7% |
| Q4 2015 | $8,479,000 | -20.1% | 60,833 | -21.7% | 0.36% | -22.1% |
| Q3 2015 | $10,612,000 | +62.5% | 77,683 | +78.4% | 0.47% | +73.9% |
| Q2 2015 | $6,532,000 | +5.0% | 43,550 | +6.4% | 0.27% | +1.5% |
| Q1 2015 | $6,221,000 | +5.0% | 40,933 | 0.0% | 0.26% | -8.7% |
| Q4 2014 | $5,927,000 | +5.9% | 40,933 | 0.0% | 0.29% | -1.4% |
| Q3 2014 | $5,597,000 | -4.4% | 40,933 | 0.0% | 0.29% | -5.8% |
| Q2 2014 | $5,857,000 | – | 40,933 | – | 0.31% | – |
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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% |