ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $615,895 | -4.6% | 2,470 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $645,856 | +4.5% | 2,470 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $617,895 | +3.4% | 2,470 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $597,468 | +2.5% | 2,470 | -7.0% | 0.06% | -5.2% |
| Q3 2022 | $583,000 | -3.0% | 2,657 | 0.0% | 0.06% | +3.6% |
| Q2 2022 | $601,000 | -15.7% | 2,657 | 0.0% | 0.06% | -8.2% |
| Q1 2022 | $713,000 | -5.2% | 2,657 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $752,000 | +7.6% | 2,657 | 0.0% | 0.06% | -4.7% |
| Q3 2021 | $699,000 | -2.1% | 2,657 | 0.0% | 0.06% | -11.1% |
| Q2 2021 | $714,000 | +3.2% | 2,657 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $692,000 | +13.3% | 2,657 | -0.1% | 0.07% | +17.7% |
| Q4 2020 | $611,000 | +23.9% | 2,659 | 0.0% | 0.06% | +12.7% |
| Q3 2020 | $493,000 | +4.4% | 2,659 | +0.1% | 0.06% | -1.8% |
| Q2 2020 | $472,000 | +23.6% | 2,657 | 0.0% | 0.06% | +5.7% |
| Q1 2020 | $382,000 | -30.2% | 2,657 | 0.0% | 0.05% | -14.5% |
| Q4 2019 | $547,000 | +6.6% | 2,657 | 0.0% | 0.06% | -6.1% |
| Q3 2019 | $513,000 | -0.6% | 2,657 | 0.0% | 0.07% | -5.7% |
| Q2 2019 | $516,000 | -22.2% | 2,657 | -24.1% | 0.07% | -23.9% |
| Q1 2019 | $663,000 | -37.5% | 3,502 | -45.1% | 0.09% | -43.2% |
| Q4 2018 | $1,060,000 | -21.9% | 6,380 | -5.4% | 0.16% | -12.9% |
| Q3 2018 | $1,357,000 | +3.4% | 6,742 | 0.0% | 0.19% | 0.0% |
| Q2 2018 | $1,313,000 | +3.9% | 6,742 | 0.0% | 0.19% | +2.2% |
| Q1 2018 | $1,264,000 | -4.0% | 6,742 | -2.9% | 0.18% | -2.7% |
| Q4 2017 | $1,317,000 | -0.8% | 6,941 | -6.4% | 0.19% | -3.1% |
| Q3 2017 | $1,327,000 | +58.9% | 7,417 | +54.6% | 0.19% | +55.6% |
| Q2 2017 | $835,000 | +1.7% | 4,799 | 0.0% | 0.12% | -1.6% |
| Q1 2017 | $821,000 | +2.6% | 4,799 | -0.8% | 0.13% | -2.3% |
| Q4 2016 | $800,000 | -4.3% | 4,838 | -10.5% | 0.13% | -4.4% |
| Q3 2016 | $836,000 | +5.0% | 5,404 | +1.5% | 0.14% | +1.5% |
| Q2 2016 | $796,000 | – | 5,324 | – | 0.13% | – |
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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% |