ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $3,443 | +4.8% | 13,168 | +0.3% | 0.24% | +24.6% |
Q1 2023 | $3,285 | +4.3% | 13,130 | +0.8% | 0.20% | +16.1% |
Q4 2022 | $3,151 | -99.9% | 13,028 | +0.6% | 0.17% | +1.2% |
Q3 2022 | $2,839,000 | -2.7% | 12,950 | +0.4% | 0.17% | -5.1% |
Q2 2022 | $2,919,000 | -15.4% | 12,904 | +0.3% | 0.18% | +0.6% |
Q1 2022 | $3,452,000 | -5.2% | 12,864 | 0.0% | 0.17% | +3.6% |
Q4 2021 | $3,641,000 | +8.4% | 12,864 | +0.7% | 0.17% | -3.4% |
Q3 2021 | $3,359,000 | -2.1% | 12,770 | 0.0% | 0.17% | +6.1% |
Q2 2021 | $3,432,000 | +3.8% | 12,770 | +0.5% | 0.16% | +6.5% |
Q1 2021 | $3,306,000 | +13.3% | 12,702 | 0.0% | 0.15% | +2.7% |
Q4 2020 | $2,919,000 | +24.4% | 12,702 | +0.3% | 0.15% | +7.9% |
Q3 2020 | $2,347,000 | +5.1% | 12,665 | +0.8% | 0.14% | -2.1% |
Q2 2020 | $2,234,000 | +24.3% | 12,562 | +0.6% | 0.14% | +9.2% |
Q1 2020 | $1,797,000 | -29.8% | 12,490 | +0.4% | 0.13% | -18.8% |
Q4 2019 | $2,559,000 | +7.0% | 12,435 | +0.4% | 0.16% | -1.8% |
Q3 2019 | $2,392,000 | -0.1% | 12,380 | +0.4% | 0.16% | -0.6% |
Q2 2019 | $2,395,000 | +79.0% | 12,330 | +74.5% | 0.16% | +67.3% |
Q1 2019 | $1,338,000 | +83.5% | 7,065 | +60.9% | 0.10% | +66.1% |
Q4 2018 | $729,000 | +166.1% | 4,391 | +222.9% | 0.06% | +181.0% |
Q3 2018 | $274,000 | – | 1,360 | – | 0.02% | – |
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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% |