ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 637 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $374,707 | +10.4% | 1,352 | -0.7% | 0.19% | +8.6% |
| Q3 2023 | $339,365 | -4.0% | 1,361 | +0.7% | 0.17% | +0.6% |
| Q2 2023 | $353,521 | +4.5% | 1,352 | 0.0% | 0.17% | -2.3% |
| Q1 2023 | $338,216 | +3.4% | 1,352 | 0.0% | 0.18% | 0.0% |
| Q4 2022 | $327,035 | +10.5% | 1,352 | 0.0% | 0.18% | +11.3% |
| Q3 2022 | $296,000 | -3.3% | 1,352 | 0.0% | 0.16% | +3.9% |
| Q2 2022 | $306,000 | -15.7% | 1,352 | 0.0% | 0.15% | 0.0% |
| Q1 2022 | $363,000 | -5.0% | 1,352 | +0.1% | 0.15% | +2.7% |
| Q4 2021 | $382,000 | +7.6% | 1,350 | 0.0% | 0.15% | -0.7% |
| Q3 2021 | $355,000 | -49.4% | 1,350 | -48.2% | 0.15% | -31.5% |
| Q2 2021 | $701,000 | +0.7% | 2,607 | -2.5% | 0.22% | +7.4% |
| Q1 2021 | $696,000 | +13.4% | 2,673 | +0.1% | 0.20% | +9.7% |
| Q4 2020 | $614,000 | +24.3% | 2,670 | +0.1% | 0.19% | +12.0% |
| Q3 2020 | $494,000 | +4.2% | 2,668 | +0.2% | 0.17% | +0.6% |
| Q2 2020 | $474,000 | +23.8% | 2,664 | +0.1% | 0.16% | +5.1% |
| Q1 2020 | $383,000 | -31.9% | 2,661 | -2.5% | 0.16% | -6.0% |
| Q4 2019 | $562,000 | +6.6% | 2,730 | +0.1% | 0.17% | +0.6% |
| Q3 2019 | $527,000 | +2.3% | 2,726 | +2.8% | 0.17% | -0.6% |
| Q2 2019 | $515,000 | +2.8% | 2,651 | +0.2% | 0.17% | +1.8% |
| Q1 2019 | $501,000 | +10.1% | 2,647 | -3.3% | 0.16% | +5.1% |
| Q4 2018 | $455,000 | -39.0% | 2,738 | -26.1% | 0.16% | -24.3% |
| Q3 2018 | $746,000 | +5.5% | 3,707 | +2.1% | 0.21% | +1.0% |
| Q2 2018 | $707,000 | +3.8% | 3,632 | +0.1% | 0.20% | +2.0% |
| Q1 2018 | $681,000 | -3.3% | 3,629 | -2.2% | 0.20% | -10.7% |
| Q4 2017 | $704,000 | +6.0% | 3,711 | +0.1% | 0.22% | +0.9% |
| Q3 2017 | $664,000 | +6.4% | 3,709 | +3.4% | 0.22% | +2.8% |
| Q2 2017 | $624,000 | +1.6% | 3,587 | 0.0% | 0.22% | -0.9% |
| Q1 2017 | $614,000 | +37.1% | 3,587 | +32.4% | 0.22% | +29.0% |
| Q4 2016 | $448,000 | +110.3% | 2,709 | +97.0% | 0.17% | +111.2% |
| Q3 2016 | $213,000 | +3.9% | 1,375 | 0.0% | 0.08% | +1.3% |
| Q2 2016 | $205,000 | -1.9% | 1,375 | -5.2% | 0.08% | -3.7% |
| Q1 2016 | $209,000 | +3.5% | 1,450 | 0.0% | 0.08% | +5.1% |
| Q4 2015 | $202,000 | -10.2% | 1,450 | -12.1% | 0.08% | -14.3% |
| Q3 2015 | $225,000 | -10.4% | 1,650 | 0.0% | 0.09% | +15.2% |
| Q1 2015 | $251,000 | +5.0% | 1,650 | 0.0% | 0.08% | +2.6% |
| Q4 2014 | $239,000 | +4.8% | 1,650 | 0.0% | 0.08% | +1.3% |
| Q3 2014 | $228,000 | -6.2% | 1,650 | -2.7% | 0.08% | -3.8% |
| Q2 2014 | $243,000 | +7.5% | 1,695 | +2.9% | 0.08% | -7.1% |
| Q1 2014 | $226,000 | +2.7% | 1,647 | 0.0% | 0.08% | +2.4% |
| Q4 2013 | $220,000 | +7.8% | 1,647 | 0.0% | 0.08% | -1.2% |
| Q3 2013 | $204,000 | – | 1,647 | – | 0.08% | – |
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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% |