ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 726 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.15 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,128,807 | -4.6% | 4,527 | 0.0% | 0.13% | +1.6% |
| Q2 2023 | $1,183,720 | +3.6% | 4,527 | -0.9% | 0.13% | -0.8% |
| Q1 2023 | $1,142,481 | +2.4% | 4,567 | -1.0% | 0.13% | -0.8% |
| Q4 2022 | $1,115,597 | +10.3% | 4,612 | 0.0% | 0.13% | +1.6% |
| Q3 2022 | $1,011,000 | -3.1% | 4,612 | 0.0% | 0.13% | +5.8% |
| Q2 2022 | $1,043,000 | -4.3% | 4,612 | +13.6% | 0.12% | +9.0% |
| Q1 2022 | $1,090,000 | -5.2% | 4,061 | 0.0% | 0.11% | -1.8% |
| Q4 2021 | $1,150,000 | +7.7% | 4,061 | 0.0% | 0.11% | -4.2% |
| Q3 2021 | $1,068,000 | -2.1% | 4,061 | 0.0% | 0.12% | -7.1% |
| Q2 2021 | $1,091,000 | -4.6% | 4,061 | -7.6% | 0.13% | -14.8% |
| Q1 2021 | $1,144,000 | +13.2% | 4,397 | 0.0% | 0.15% | +2.8% |
| Q4 2020 | $1,011,000 | +33.4% | 4,397 | +7.5% | 0.14% | +16.9% |
| Q3 2020 | $758,000 | +4.3% | 4,091 | 0.0% | 0.12% | -6.8% |
| Q2 2020 | $727,000 | +23.4% | 4,091 | 0.0% | 0.13% | +6.4% |
| Q1 2020 | $589,000 | -30.0% | 4,091 | 0.0% | 0.12% | -4.6% |
| Q4 2019 | $842,000 | +6.4% | 4,091 | 0.0% | 0.13% | -3.0% |
| Q3 2019 | $791,000 | -1.4% | 4,091 | -0.9% | 0.14% | -5.6% |
| Q2 2019 | $802,000 | -1.5% | 4,129 | -4.0% | 0.14% | -5.3% |
| Q1 2019 | $814,000 | +12.0% | 4,300 | -1.8% | 0.15% | +4.9% |
| Q4 2018 | $727,000 | -17.5% | 4,380 | +0.0% | 0.14% | +15.2% |
| Q3 2018 | $881,000 | +2.8% | 4,378 | -0.5% | 0.12% | -6.0% |
| Q2 2018 | $857,000 | +2.8% | 4,399 | -1.1% | 0.13% | +2.3% |
| Q1 2018 | $834,000 | +36.1% | 4,446 | +37.6% | 0.13% | +38.3% |
| Q4 2017 | $613,000 | -47.0% | 3,232 | -50.0% | 0.09% | +3.3% |
| Q3 2017 | $1,156,000 | +104.6% | 6,460 | +99.0% | 0.09% | -2.2% |
| Q2 2017 | $565,000 | +1.6% | 3,247 | +0.0% | 0.09% | -1.1% |
| Q1 2017 | $556,000 | +3.5% | 3,246 | -5.2% | 0.09% | 0.0% |
| Q4 2016 | $537,000 | +7.2% | 3,425 | +5.7% | 0.09% | +4.4% |
| Q3 2016 | $501,000 | +3.5% | 3,241 | 0.0% | 0.09% | 0.0% |
| Q2 2016 | $484,000 | +3.6% | 3,241 | +0.0% | 0.09% | +34.3% |
| Q1 2016 | $467,000 | +3.5% | 3,240 | +0.1% | 0.07% | -20.2% |
| Q4 2015 | $451,000 | -1.1% | 3,236 | -2.9% | 0.08% | -6.7% |
| Q3 2015 | $456,000 | -8.8% | 3,334 | +0.0% | 0.09% | +8.4% |
| Q2 2015 | $500,000 | -1.2% | 3,333 | +0.0% | 0.08% | -5.7% |
| Q1 2015 | $506,000 | -2.9% | 3,332 | -7.3% | 0.09% | +35.4% |
| Q4 2014 | $521,000 | +34.6% | 3,595 | +27.0% | 0.06% | +22.6% |
| Q3 2014 | $387,000 | -6.7% | 2,830 | 0.0% | 0.05% | -32.9% |
| Q2 2014 | $415,000 | – | 2,830 | – | 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% |