ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,471,814 | +13.8% | 5,903 | +19.3% | 0.07% | +23.2% |
| Q2 2023 | $1,293,339 | -15.3% | 4,947 | -18.9% | 0.06% | -20.0% |
| Q1 2023 | $1,526,603 | -2.1% | 6,103 | -5.3% | 0.07% | -6.7% |
| Q4 2022 | $1,558,657 | +50.2% | 6,444 | +36.2% | 0.08% | +47.1% |
| Q3 2022 | $1,038,000 | +91.9% | 4,732 | +97.9% | 0.05% | +112.5% |
| Q2 2022 | $541,000 | -18.4% | 2,391 | -3.2% | 0.02% | 0.0% |
| Q1 2022 | $663,000 | -8.4% | 2,470 | -3.4% | 0.02% | -4.0% |
| Q4 2021 | $724,000 | +56.7% | 2,556 | +45.6% | 0.02% | +47.1% |
| Q3 2021 | $462,000 | -2.1% | 1,755 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $472,000 | +18.3% | 1,755 | +14.6% | 0.02% | +5.9% |
| Q1 2021 | $399,000 | -9.1% | 1,532 | -19.8% | 0.02% | -10.5% |
| Q4 2020 | $439,000 | +9.5% | 1,910 | -15.3% | 0.02% | -9.5% |
| Q2 2020 | $401,000 | +48.0% | 2,256 | +71.3% | 0.02% | +61.5% |
| Q4 2019 | $271,000 | -31.7% | 1,317 | -33.3% | 0.01% | -40.9% |
| Q3 2018 | $397,000 | -8.9% | 1,974 | -11.8% | 0.02% | -15.4% |
| Q2 2018 | $436,000 | -61.7% | 2,239 | -63.1% | 0.03% | -58.7% |
| Q1 2018 | $1,138,000 | -7.0% | 6,066 | -5.9% | 0.06% | -4.5% |
| Q4 2017 | $1,223,000 | +55.0% | 6,446 | +46.2% | 0.07% | +46.7% |
| Q3 2017 | $789,000 | -11.3% | 4,410 | -13.9% | 0.04% | -13.5% |
| Q2 2017 | $890,000 | +1.6% | 5,119 | 0.0% | 0.05% | -3.7% |
| Q1 2017 | $876,000 | +319.1% | 5,119 | +203.8% | 0.05% | +92.9% |
| Q4 2013 | $209,000 | 0.0% | 1,685 | 0.0% | 0.03% | -15.2% |
| Q3 2013 | $209,000 | – | 1,685 | – | 0.03% | – |
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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% |