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 | $2,183,558 | +15.6% | 8,757 | +21.2% | 0.00% | 0.0% |
| Q2 2023 | $1,889,409 | -17.7% | 7,225 | -21.3% | 0.00% | 0.0% |
| Q1 2023 | $2,295,969 | +64.7% | 9,178 | +59.3% | 0.00% | +100.0% |
| Q4 2022 | $1,393,770 | -33.9% | 5,762 | -40.0% | 0.00% | -50.0% |
| Q3 2022 | $2,107,000 | +28.3% | 9,610 | +32.3% | 0.00% | 0.0% |
| Q2 2022 | $1,642,000 | -0.8% | 7,263 | +17.7% | 0.00% | +100.0% |
| Q1 2022 | $1,655,000 | +83.7% | 6,169 | +93.8% | 0.00% | – |
| Q4 2021 | $901,000 | +31.7% | 3,183 | +22.5% | 0.00% | – |
| Q3 2021 | $684,000 | -31.0% | 2,598 | -29.5% | 0.00% | -100.0% |
| Q2 2021 | $991,000 | -85.7% | 3,686 | -86.1% | 0.00% | -75.0% |
| Q1 2021 | $6,921,000 | +247.4% | 26,593 | +206.8% | 0.00% | +300.0% |
| Q4 2020 | $1,992,000 | -11.6% | 8,667 | -28.7% | 0.00% | 0.0% |
| Q3 2020 | $2,253,000 | -75.1% | 12,159 | -76.1% | 0.00% | -83.3% |
| Q2 2020 | $9,043,000 | +438.0% | 50,852 | +335.2% | 0.01% | +500.0% |
| Q1 2020 | $1,681,000 | +18.9% | 11,684 | +70.2% | 0.00% | 0.0% |
| Q4 2019 | $1,414,000 | +525.7% | 6,866 | +487.3% | 0.00% | – |
| Q3 2019 | $226,000 | -45.9% | 1,169 | -45.7% | 0.00% | – |
| Q2 2019 | $418,000 | +26.7% | 2,153 | +23.5% | 0.00% | – |
| Q1 2019 | $330,000 | -94.4% | 1,743 | -95.1% | 0.00% | -100.0% |
| Q4 2018 | $5,872,000 | +207.4% | 35,358 | +272.7% | 0.01% | +200.0% |
| Q3 2018 | $1,910,000 | -69.9% | 9,486 | -70.9% | 0.00% | -66.7% |
| Q2 2018 | $6,354,000 | -99.1% | 32,622 | -99.1% | 0.01% | -99.1% |
| Q1 2018 | $717,704,000 | +54312.7% | 3,826,327 | +54963.0% | 0.67% | +66800.0% |
| Q4 2017 | $1,319,000 | -87.5% | 6,949 | -88.2% | 0.00% | -90.0% |
| Q3 2017 | $10,526,000 | +236.6% | 58,842 | +222.1% | 0.01% | +233.3% |
| Q1 2017 | $3,127,000 | +11.1% | 18,268 | +7.3% | 0.00% | 0.0% |
| Q4 2016 | $2,815,000 | -60.7% | 17,030 | -63.2% | 0.00% | -57.1% |
| Q3 2016 | $7,166,000 | +367.1% | 46,319 | +351.0% | 0.01% | +250.0% |
| Q2 2016 | $1,534,000 | -98.8% | 10,270 | -98.9% | 0.00% | -98.7% |
| Q1 2016 | $129,771,000 | +820.9% | 900,001 | +789.8% | 0.16% | +875.0% |
| Q4 2015 | $14,092,000 | +10.4% | 101,150 | +8.2% | 0.02% | +6.7% |
| Q3 2015 | $12,766,000 | +1.7% | 93,450 | +11.6% | 0.02% | +25.0% |
| Q2 2015 | $12,555,000 | +1.3% | 83,714 | +2.7% | 0.01% | -7.7% |
| Q1 2015 | $12,389,000 | +3.8% | 81,515 | -1.1% | 0.01% | +18.2% |
| Q4 2014 | $11,936,000 | +33.2% | 82,429 | +25.8% | 0.01% | +57.1% |
| Q3 2014 | $8,960,000 | -59.1% | 65,526 | -57.2% | 0.01% | -61.1% |
| Q2 2014 | $21,886,000 | +3.5% | 152,963 | -0.6% | 0.02% | -14.3% |
| Q1 2014 | $21,151,000 | +0.5% | 153,861 | -2.1% | 0.02% | +10.5% |
| Q4 2013 | $21,036,000 | +213.8% | 157,209 | +191.1% | 0.02% | +171.4% |
| Q3 2013 | $6,703,000 | -96.5% | 53,999 | -96.7% | 0.01% | -96.3% |
| Q2 2013 | $189,239,000 | -2.6% | 1,638,427 | -3.0% | 0.19% | -2.6% |
| Q1 2013 | $194,342,000 | – | 1,688,897 | – | 0.20% | – |
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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% |