ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $590,422 | -3.2% | 2,258 | -7.3% | 0.08% | -2.6% |
| Q1 2023 | $609,640 | +103404.2% | 2,437 | 0.0% | 0.08% | +1.3% |
| Q4 2022 | $589 | -99.9% | 2,437 | -13.8% | 0.08% | -11.5% |
| Q3 2022 | $620,000 | -23.0% | 2,827 | -20.5% | 0.09% | -16.3% |
| Q2 2022 | $805,000 | -19.4% | 3,557 | -4.4% | 0.10% | -7.1% |
| Q1 2022 | $999,000 | -7.0% | 3,720 | -2.0% | 0.11% | -0.9% |
| Q4 2021 | $1,074,000 | +4.5% | 3,795 | -2.8% | 0.11% | -1.7% |
| Q3 2021 | $1,028,000 | -4.0% | 3,906 | -2.0% | 0.12% | -3.4% |
| Q2 2021 | $1,071,000 | +13.9% | 3,986 | +10.4% | 0.12% | +11.2% |
| Q1 2021 | $940,000 | +9.4% | 3,610 | -3.4% | 0.11% | +1.9% |
| Q4 2020 | $859,000 | +47.1% | 3,738 | +18.7% | 0.10% | +22.1% |
| Q3 2020 | $584,000 | -8.9% | 3,149 | -12.6% | 0.09% | -14.0% |
| Q2 2020 | $641,000 | -7.1% | 3,604 | -24.9% | 0.10% | -23.1% |
| Q1 2020 | $690,000 | +22.6% | 4,799 | +75.5% | 0.13% | +51.2% |
| Q4 2019 | $563,000 | -24.4% | 2,734 | -29.1% | 0.09% | -28.9% |
| Q3 2019 | $745,000 | +10.7% | 3,854 | +11.2% | 0.12% | +11.0% |
| Q2 2019 | $673,000 | -5.1% | 3,466 | -7.4% | 0.11% | -4.4% |
| Q1 2019 | $709,000 | +14.0% | 3,742 | 0.0% | 0.11% | +1.8% |
| Q4 2018 | $622,000 | +13.1% | 3,742 | +37.0% | 0.11% | +31.8% |
| Q3 2018 | $550,000 | +26.4% | 2,732 | +22.4% | 0.08% | +19.7% |
| Q2 2018 | $435,000 | +14.5% | 2,232 | +10.1% | 0.07% | +16.4% |
| Q1 2018 | $380,000 | -42.0% | 2,027 | -41.3% | 0.06% | -38.4% |
| Q4 2017 | $655,000 | +2.7% | 3,452 | -3.1% | 0.10% | -5.7% |
| Q3 2017 | $638,000 | +2.9% | 3,562 | 0.0% | 0.10% | -22.2% |
| Q2 2017 | $620,000 | -3.9% | 3,562 | -5.5% | 0.14% | -5.6% |
| Q1 2017 | $645,000 | +1.9% | 3,770 | -1.6% | 0.14% | +27.7% |
| Q4 2016 | $633,000 | +6.7% | 3,830 | 0.0% | 0.11% | +0.9% |
| Q3 2016 | $593,000 | -17.9% | 3,830 | -20.7% | 0.11% | -20.7% |
| Q2 2016 | $722,000 | +242.2% | 4,830 | +230.1% | 0.14% | +241.5% |
| Q1 2016 | $211,000 | -34.7% | 1,463 | -36.9% | 0.04% | -39.7% |
| Q4 2015 | $323,000 | +148.5% | 2,320 | +143.4% | 0.07% | +142.9% |
| Q3 2015 | $130,000 | +106.3% | 953 | +128.0% | 0.03% | +133.3% |
| Q2 2015 | $63,000 | – | 418 | – | 0.01% | – |
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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% |