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 | $545,080 | -7.0% | 2,186 | -2.5% | 0.04% | -2.3% |
| Q2 2023 | $586,239 | +4.5% | 2,242 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $560,859 | +3.4% | 2,242 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $542,317 | +10.2% | 2,242 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $492,000 | -3.0% | 2,242 | 0.0% | 0.04% | +7.5% |
| Q2 2022 | $507,000 | -12.3% | 2,242 | +4.1% | 0.04% | 0.0% |
| Q1 2022 | $578,000 | -5.1% | 2,153 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $609,000 | +9.3% | 2,153 | +1.7% | 0.04% | 0.0% |
| Q3 2021 | $557,000 | +14.1% | 2,118 | +16.7% | 0.04% | +14.3% |
| Q2 2021 | $488,000 | +3.4% | 1,815 | 0.0% | 0.04% | -5.4% |
| Q1 2021 | $472,000 | +13.2% | 1,815 | 0.0% | 0.04% | +5.7% |
| Q4 2020 | $417,000 | +24.1% | 1,815 | 0.0% | 0.04% | +12.9% |
| Q3 2020 | $336,000 | +10.2% | 1,815 | +5.8% | 0.03% | 0.0% |
| Q2 2020 | $305,000 | +23.5% | 1,715 | 0.0% | 0.03% | +3.3% |
| Q1 2020 | $247,000 | -31.4% | 1,715 | -2.0% | 0.03% | -14.3% |
| Q4 2019 | $360,000 | +5.6% | 1,750 | -0.8% | 0.04% | 0.0% |
| Q3 2019 | $341,000 | -0.6% | 1,765 | 0.0% | 0.04% | -2.8% |
| Q2 2019 | $343,000 | +0.9% | 1,765 | -1.7% | 0.04% | -5.3% |
| Q1 2019 | $340,000 | +14.1% | 1,795 | 0.0% | 0.04% | +2.7% |
| Q4 2018 | $298,000 | -17.5% | 1,795 | 0.0% | 0.04% | -2.6% |
| Q3 2018 | $361,000 | +3.1% | 1,795 | 0.0% | 0.04% | -5.0% |
| Q2 2018 | $350,000 | +3.9% | 1,795 | 0.0% | 0.04% | +2.6% |
| Q1 2018 | $337,000 | -8.7% | 1,795 | -7.7% | 0.04% | -7.1% |
| Q4 2017 | $369,000 | +3.1% | 1,945 | -2.8% | 0.04% | -2.3% |
| Q3 2017 | $358,000 | +2.9% | 2,000 | 0.0% | 0.04% | +2.4% |
| Q2 2017 | $348,000 | +9.8% | 2,000 | +8.1% | 0.04% | +10.5% |
| Q1 2017 | $317,000 | +3.6% | 1,850 | 0.0% | 0.04% | -5.0% |
| Q4 2016 | $306,000 | +7.0% | 1,850 | 0.0% | 0.04% | +11.1% |
| Q3 2016 | $286,000 | +3.6% | 1,850 | 0.0% | 0.04% | -2.7% |
| Q2 2016 | $276,000 | +3.0% | 1,850 | -0.8% | 0.04% | 0.0% |
| Q1 2016 | $268,000 | +3.5% | 1,865 | 0.0% | 0.04% | +2.8% |
| Q4 2015 | $259,000 | -0.4% | 1,865 | -2.4% | 0.04% | -5.3% |
| Q3 2015 | $260,000 | -9.1% | 1,910 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $286,000 | -7.7% | 1,910 | -6.6% | 0.04% | -9.5% |
| Q1 2015 | $310,000 | -2.2% | 2,045 | -6.6% | 0.04% | -2.3% |
| Q4 2014 | $317,000 | -0.3% | 2,190 | -6.0% | 0.04% | -2.3% |
| Q3 2014 | $318,000 | -5.1% | 2,329 | -0.6% | 0.04% | 0.0% |
| Q2 2014 | $335,000 | +0.9% | 2,344 | -3.1% | 0.04% | -6.4% |
| Q1 2014 | $332,000 | -1.8% | 2,420 | -4.4% | 0.05% | -4.1% |
| Q4 2013 | $338,000 | +7.6% | 2,531 | 0.0% | 0.05% | -2.0% |
| Q3 2013 | $314,000 | +7.5% | 2,531 | 0.0% | 0.05% | +4.2% |
| Q2 2013 | $292,000 | – | 2,531 | – | 0.05% | – |
Download | ||||||
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% |