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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $546,065 | -5.3% | 2,180 | -1.1% | 0.06% | -3.0% |
| Q2 2023 | $576,564 | -3.0% | 2,205 | -7.2% | 0.07% | -13.0% |
| Q1 2023 | $594,130 | +1.7% | 2,375 | -1.7% | 0.08% | -3.8% |
| Q4 2022 | $584,164 | -16.2% | 2,415 | -24.1% | 0.08% | -20.0% |
| Q3 2022 | $697,000 | -14.5% | 3,180 | -11.7% | 0.10% | -11.5% |
| Q2 2022 | $815,000 | -20.3% | 3,602 | -5.4% | 0.11% | -5.8% |
| Q1 2022 | $1,022,000 | -5.2% | 3,807 | 0.0% | 0.12% | 0.0% |
| Q4 2021 | $1,078,000 | +7.1% | 3,807 | -0.5% | 0.12% | -2.4% |
| Q3 2021 | $1,007,000 | -2.0% | 3,826 | 0.0% | 0.12% | -5.4% |
| Q2 2021 | $1,028,000 | +3.2% | 3,826 | 0.0% | 0.13% | -5.8% |
| Q1 2021 | $996,000 | +13.3% | 3,826 | 0.0% | 0.14% | +9.5% |
| Q4 2020 | $879,000 | +23.3% | 3,826 | -0.6% | 0.13% | +9.6% |
| Q3 2020 | $713,000 | -6.2% | 3,849 | -9.9% | 0.12% | -14.2% |
| Q2 2020 | $760,000 | +11.4% | 4,274 | -9.8% | 0.13% | -10.1% |
| Q1 2020 | $682,000 | -37.4% | 4,739 | -10.5% | 0.15% | -28.4% |
| Q4 2019 | $1,090,000 | +3.6% | 5,297 | -2.7% | 0.21% | -7.1% |
| Q3 2019 | $1,052,000 | -22.6% | 5,442 | -22.2% | 0.22% | -17.3% |
| Q2 2019 | $1,359,000 | +32.7% | 6,996 | +29.3% | 0.27% | +29.7% |
| Q1 2019 | $1,024,000 | -13.5% | 5,409 | -24.2% | 0.21% | -25.4% |
| Q4 2018 | $1,184,000 | -20.1% | 7,133 | -3.1% | 0.28% | -7.9% |
| Q3 2018 | $1,481,000 | +2.4% | 7,358 | -0.9% | 0.30% | -9.8% |
| Q2 2018 | $1,446,000 | -2.2% | 7,423 | -5.8% | 0.34% | -3.7% |
| Q1 2018 | $1,478,000 | -4.8% | 7,879 | -3.7% | 0.35% | -6.7% |
| Q4 2017 | $1,553,000 | +5.6% | 8,184 | -0.5% | 0.38% | -3.8% |
| Q3 2017 | $1,471,000 | +4.6% | 8,224 | +1.8% | 0.39% | -1.5% |
| Q2 2017 | $1,406,000 | +0.4% | 8,081 | -1.2% | 0.40% | -4.3% |
| Q1 2017 | $1,401,000 | +32.0% | 8,182 | +27.5% | 0.41% | +22.5% |
| Q4 2016 | $1,061,000 | +4.9% | 6,418 | -1.8% | 0.34% | +0.9% |
| Q3 2016 | $1,011,000 | +4.3% | 6,533 | +0.7% | 0.34% | +4.7% |
| Q2 2016 | $969,000 | -0.5% | 6,487 | -4.1% | 0.32% | -5.0% |
| Q1 2016 | $974,000 | -0.1% | 6,761 | -3.4% | 0.34% | -2.3% |
| Q4 2015 | $975,000 | +0.8% | 7,001 | -1.1% | 0.34% | -11.8% |
| Q3 2015 | $967,000 | -9.1% | 7,082 | -0.2% | 0.39% | -3.5% |
| Q2 2015 | $1,064,000 | +1.5% | 7,097 | +2.9% | 0.40% | -3.3% |
| Q1 2015 | $1,048,000 | +27.8% | 6,897 | +21.8% | 0.42% | +21.8% |
| Q4 2014 | $820,000 | -3.3% | 5,662 | -8.7% | 0.34% | -5.8% |
| Q3 2014 | $848,000 | -51.0% | 6,203 | -48.8% | 0.36% | -1.4% |
| Q2 2014 | $1,732,000 | +154.0% | 12,104 | +143.9% | 0.37% | +17.1% |
| Q1 2014 | $682,000 | +1.9% | 4,962 | -0.7% | 0.32% | -0.9% |
| Q4 2013 | $669,000 | +15.3% | 4,997 | +7.0% | 0.32% | +8.1% |
| Q3 2013 | $580,000 | +10.9% | 4,672 | +3.2% | 0.30% | +2.4% |
| Q2 2013 | $523,000 | – | 4,529 | – | 0.29% | – |
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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% |