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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,584,263 | -1.8% | 218,906 | +3.0% | 6.05% | +2.9% |
| Q2 2023 | $55,599,097 | +12.5% | 212,632 | +7.6% | 5.88% | +5.0% |
| Q1 2023 | $49,413,208 | +24.6% | 197,526 | +20.5% | 5.60% | +15.8% |
| Q4 2022 | $39,667,420 | +15.6% | 163,990 | +4.8% | 4.83% | +2.8% |
| Q3 2022 | $34,314,000 | -2.0% | 156,498 | +1.2% | 4.70% | +1.7% |
| Q2 2022 | $34,997,000 | -14.8% | 154,695 | +1.1% | 4.62% | -3.3% |
| Q1 2022 | $41,058,000 | -0.4% | 153,010 | +5.1% | 4.78% | +9.0% |
| Q4 2021 | $41,217,000 | +14.4% | 145,602 | +6.4% | 4.39% | -0.9% |
| Q3 2021 | $36,014,000 | +4.7% | 136,899 | +6.9% | 4.43% | +4.6% |
| Q2 2021 | $34,402,000 | +9.3% | 128,019 | +5.9% | 4.24% | +2.5% |
| Q1 2021 | $31,463,000 | +18.9% | 120,882 | +5.0% | 4.13% | +13.7% |
| Q4 2020 | $26,471,000 | +34.2% | 115,176 | +8.2% | 3.63% | +12.6% |
| Q3 2020 | $19,718,000 | +19.9% | 106,405 | +15.1% | 3.23% | +8.9% |
| Q2 2020 | $16,443,000 | +24.5% | 92,467 | +0.7% | 2.96% | +18.9% |
| Q1 2020 | $13,212,000 | -16.6% | 91,841 | +19.3% | 2.49% | +14.6% |
| Q4 2019 | $15,850,000 | +19.5% | 77,009 | +12.1% | 2.17% | +9.9% |
| Q3 2019 | $13,269,000 | +9.7% | 68,671 | +10.3% | 1.98% | +10.3% |
| Q2 2019 | $12,095,000 | +90.2% | 62,260 | +85.5% | 1.79% | +82.1% |
| Q1 2019 | $6,358,000 | +54.7% | 33,568 | +35.7% | 0.98% | +43.4% |
| Q4 2018 | $4,109,000 | +101.9% | 24,743 | +144.8% | 0.69% | +71.5% |
| Q3 2018 | $2,035,000 | +842.1% | 10,108 | +553.0% | 0.40% | +471.4% |
| Q4 2015 | $216,000 | – | 1,548 | – | 0.07% | – |
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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% |