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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,337,000 | -2.1% | 12,683 | 0.0% | 0.20% | 0.0% |
| Q2 2021 | $3,408,000 | -18.8% | 12,683 | -21.4% | 0.20% | -16.6% |
| Q1 2021 | $4,198,000 | +12.4% | 16,129 | -0.8% | 0.24% | +15.8% |
| Q4 2020 | $3,736,000 | +8.7% | 16,255 | -12.3% | 0.20% | +7.4% |
| Q3 2020 | $3,436,000 | -13.2% | 18,544 | -16.7% | 0.19% | -44.1% |
| Q2 2020 | $3,959,000 | +8.0% | 22,266 | -12.6% | 0.34% | -41.1% |
| Q1 2020 | $3,667,000 | -32.5% | 25,490 | -3.5% | 0.57% | -0.2% |
| Q4 2019 | $5,434,000 | +8.6% | 26,403 | +2.0% | 0.58% | +23.4% |
| Q3 2019 | $5,002,000 | -3.8% | 25,885 | -3.3% | 0.47% | -63.7% |
| Q2 2019 | $5,198,000 | +2.6% | 26,759 | 0.0% | 1.28% | -0.2% |
| Q1 2019 | $5,068,000 | +12.4% | 26,759 | -1.5% | 1.29% | +35.4% |
| Q4 2018 | $4,510,000 | -19.7% | 27,157 | -2.7% | 0.95% | -33.7% |
| Q3 2018 | $5,618,000 | +2.0% | 27,909 | -1.3% | 1.43% | +9.7% |
| Q2 2018 | $5,508,000 | +3.2% | 28,278 | -0.6% | 1.31% | +100.0% |
| Q1 2018 | $5,335,000 | -5.3% | 28,443 | -4.2% | 0.65% | -86.8% |
| Q4 2017 | $5,635,000 | +4.8% | 29,693 | -1.2% | 4.94% | +833.1% |
| Q3 2017 | $5,378,000 | +0.8% | 30,060 | -2.0% | 0.53% | -7.8% |
| Q2 2017 | $5,336,000 | -8.1% | 30,678 | -9.6% | 0.57% | +53.5% |
| Q1 2017 | $5,808,000 | -35.2% | 33,919 | -37.5% | 0.37% | -72.6% |
| Q4 2016 | $8,967,000 | -3.2% | 54,235 | -9.4% | 1.37% | -6.9% |
| Q3 2016 | $9,259,000 | +3.2% | 59,848 | -0.4% | 1.47% | -15.9% |
| Q2 2016 | $8,976,000 | +2.9% | 60,086 | -0.6% | 1.75% | +171.5% |
| Q1 2016 | $8,719,000 | -2.1% | 60,472 | -5.3% | 0.64% | -25.8% |
| Q4 2015 | $8,905,000 | +2.3% | 63,888 | +0.2% | 0.87% | +26.6% |
| Q3 2015 | $8,709,000 | -5.2% | 63,751 | +4.1% | 0.68% | -8.5% |
| Q2 2015 | $9,184,000 | +0.2% | 61,237 | +1.5% | 0.75% | -46.8% |
| Q1 2015 | $9,165,000 | +5.4% | 60,306 | +0.4% | 1.41% | +61.0% |
| Q4 2014 | $8,693,000 | -0.1% | 60,036 | -5.6% | 0.88% | +15.4% |
| Q3 2014 | $8,700,000 | -4.6% | 63,628 | -0.2% | 0.76% | -19.2% |
| Q2 2014 | $9,122,000 | +4.0% | 63,757 | -0.1% | 0.94% | +4.3% |
| Q1 2014 | $8,773,000 | +55.0% | 63,825 | +50.9% | 0.90% | +42.2% |
| Q4 2013 | $5,660,000 | +8.8% | 42,290 | +0.9% | 0.63% | +48.0% |
| Q3 2013 | $5,201,000 | +13.4% | 41,893 | +5.5% | 0.43% | -13.4% |
| Q2 2013 | $4,588,000 | – | 39,726 | – | 0.49% | – |
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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% |