NEW ENGLAND ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 561 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.15 and the average weighting 1.3%.

Quarter-by-quarter ownership
NEW ENGLAND ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,368,469
-4.6%
13,5090.0%0.55%
+8.0%
Q2 2023$3,532,333
+4.5%
13,5090.0%0.51%
+1.8%
Q1 2023$3,379,411
+3.4%
13,5090.0%0.50%
+738.3%
Q4 2022$3,267,692
+10.3%
13,5090.0%0.06%
+20.0%
Q3 2022$2,962,000
-3.1%
13,5090.0%0.05%
-3.8%
Q2 2022$3,056,000
-15.7%
13,5090.0%0.05%
-8.8%
Q1 2022$3,625,000
-5.2%
13,5090.0%0.06%
-3.4%
Q4 2021$3,824,000
+7.6%
13,5090.0%0.06%
-4.8%
Q3 2021$3,554,000
-2.1%
13,5090.0%0.06%
-6.1%
Q2 2021$3,630,000
+3.2%
13,5090.0%0.07%
-4.3%
Q1 2021$3,516,000
+13.2%
13,5090.0%0.07%
+9.5%
Q4 2020$3,105,000
+24.1%
13,5090.0%0.06%
+5.0%
Q3 2020$2,503,000
+4.2%
13,5090.0%0.06%
+1.7%
Q2 2020$2,402,000
+23.6%
13,5090.0%0.06%
+28.3%
Q1 2020$1,943,000
-30.1%
13,5090.0%0.05%
+2.2%
Q4 2019$2,780,000
-90.5%
13,509
-93.7%
0.04%
-93.7%
Q3 2014$29,276,000
-5.3%
214,100
-0.9%
0.71%
-3.5%
Q2 2014$30,920,000
+4.1%
216,1000.0%0.74%
-1.3%
Q1 2014$29,707,000
+2.7%
216,1000.0%0.75%
-0.8%
Q4 2013$28,916,000
+7.8%
216,1000.0%0.75%
-4.0%
Q3 2013$26,827,000
-3.3%
216,100
-10.0%
0.78%
-5.9%
Q2 2013$27,732,000240,1000.83%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 853,525$241,616,00043.44%
HBC Financial Services, PLLC 154,207$43,652,00027.70%
Leonard Rickey Investment Advisors P.L.L.C. 254,516$72,048,00026.39%
LVZ, Inc. 498,297$141,058,00018.86%
Harbor Group, Inc. 110,734$31,346,00018.67%
New England Professional Planning Group Inc. 110,430$30,319,00018.49%
Millburn Ridgefield Corp 968,792$274,246,00017.49%
Investments & Financial Planning, LLC 70,663$18,897,00016.96%
CJM Wealth Advisers, Ltd. 80,136$22,685,02716.14%
Bryant Woods Investment Advisors, LLC 72,757$20,607,00016.08%
View complete list of ISHARES TR shareholders