ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 713 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193 | -4.9% | 776 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $203 | -7.3% | 776 | -11.2% | 0.00% | -25.0% |
| Q1 2023 | $219 | +3.8% | 874 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $211 | -99.9% | 874 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $192,000 | -13.9% | 874 | -11.3% | 0.00% | -25.0% |
| Q2 2022 | $223,000 | -15.5% | 985 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $264,000 | +6.9% | 985 | +12.7% | 0.00% | +33.3% |
| Q4 2021 | $247,000 | +7.4% | 874 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $230,000 | -2.1% | 874 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $235,000 | -6.4% | 874 | -9.3% | 0.00% | -25.0% |
| Q1 2021 | $251,000 | -20.3% | 964 | -29.7% | 0.00% | -20.0% |
| Q4 2020 | $315,000 | +50.7% | 1,371 | +21.7% | 0.01% | +25.0% |
| Q3 2020 | $209,000 | +6.1% | 1,127 | +1.8% | 0.00% | 0.0% |
| Q2 2020 | $197,000 | +56.3% | 1,107 | +26.7% | 0.00% | +33.3% |
| Q1 2020 | $126,000 | -30.0% | 874 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $180,000 | -36.8% | 874 | -40.7% | 0.00% | -40.0% |
| Q3 2019 | $285,000 | -0.3% | 1,474 | 0.0% | 0.01% | +25.0% |
| Q2 2019 | $286,000 | +4.4% | 1,474 | +1.9% | 0.00% | 0.0% |
| Q1 2019 | $274,000 | +14.2% | 1,446 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $240,000 | -17.5% | 1,446 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $291,000 | +3.2% | 1,446 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $282,000 | +4.1% | 1,446 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $271,000 | -1.1% | 1,446 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $274,000 | +3.0% | 1,446 | -2.6% | 0.00% | 0.0% |
| Q3 2017 | $266,000 | +3.9% | 1,485 | +0.7% | 0.00% | 0.0% |
| Q2 2017 | $256,000 | +70.7% | 1,474 | +68.6% | 0.00% | +50.0% |
| Q1 2017 | $150,000 | +7.1% | 874 | +3.3% | 0.00% | 0.0% |
| Q4 2016 | $140,000 | +6.9% | 846 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $131,000 | -5.1% | 846 | -8.1% | 0.00% | 0.0% |
| Q2 2016 | $138,000 | -48.1% | 921 | -50.0% | 0.00% | 0.0% |
| Q1 2016 | $266,000 | +107.8% | 1,842 | +100.0% | 0.00% | 0.0% |
| Q4 2015 | $128,000 | +1.6% | 921 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $126,000 | -8.7% | 921 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $138,000 | -1.4% | 921 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $140,000 | +5.3% | 921 | 0.0% | 0.00% | -33.3% |
| Q4 2014 | $133,000 | +5.6% | 921 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $126,000 | -4.5% | 921 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $132,000 | +3.9% | 921 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $127,000 | +12.4% | 921 | +8.9% | 0.00% | 0.0% |
| Q4 2013 | $113,000 | +7.6% | 846 | 0.0% | 0.00% | +50.0% |
| Q3 2013 | $105,000 | +303.8% | 846 | +282.8% | 0.00% | +100.0% |
| Q2 2013 | $26,000 | – | 221 | – | 0.00% | – |
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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% |