ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 552 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,952,089 | -5.7% | 7,828 | -1.1% | 0.24% | -1.6% |
| Q2 2023 | $2,069,615 | +6.3% | 7,915 | +1.7% | 0.25% | +6.0% |
| Q1 2023 | $1,946,746 | +2.3% | 7,782 | -1.1% | 0.23% | -14.3% |
| Q4 2022 | $1,902,465 | +10.2% | 7,865 | -0.1% | 0.27% | +5.4% |
| Q3 2022 | $1,726,000 | -6.0% | 7,872 | -3.0% | 0.26% | -0.4% |
| Q2 2022 | $1,837,000 | -3.1% | 8,118 | +15.0% | 0.26% | +11.6% |
| Q1 2022 | $1,895,000 | -13.2% | 7,062 | -8.4% | 0.23% | -6.1% |
| Q4 2021 | $2,183,000 | +7.0% | 7,710 | -0.6% | 0.25% | -0.8% |
| Q3 2021 | $2,041,000 | -9.0% | 7,760 | -7.0% | 0.25% | -8.1% |
| Q2 2021 | $2,243,000 | +1.9% | 8,346 | -1.4% | 0.27% | -4.9% |
| Q1 2021 | $2,202,000 | +7.5% | 8,461 | -5.1% | 0.28% | +4.4% |
| Q4 2020 | $2,049,000 | +24.1% | 8,915 | +0.0% | 0.27% | +13.3% |
| Q3 2020 | $1,651,000 | +1.6% | 8,912 | -2.5% | 0.24% | -6.2% |
| Q2 2020 | $1,625,000 | +26.7% | 9,137 | +2.5% | 0.26% | +5.3% |
| Q1 2020 | $1,283,000 | -30.1% | 8,917 | -0.0% | 0.24% | -13.2% |
| Q4 2019 | $1,836,000 | +6.6% | 8,921 | +0.1% | 0.28% | +12.4% |
| Q3 2019 | $1,723,000 | -2.4% | 8,914 | -1.9% | 0.25% | -6.0% |
| Q2 2019 | $1,765,000 | +2.1% | 9,084 | -0.5% | 0.27% | +1.1% |
| Q1 2019 | $1,729,000 | +13.7% | 9,129 | -0.4% | 0.26% | +3.1% |
| Q4 2018 | $1,521,000 | -17.6% | 9,164 | -0.1% | 0.26% | -5.2% |
| Q3 2018 | $1,845,000 | +3.1% | 9,169 | -0.3% | 0.27% | -3.9% |
| Q2 2018 | $1,790,000 | +1.9% | 9,192 | -1.8% | 0.28% | -6.7% |
| Q1 2018 | $1,756,000 | -2.3% | 9,364 | -1.1% | 0.30% | +6.0% |
| Q4 2017 | $1,797,000 | +11.6% | 9,467 | +5.2% | 0.28% | -5.7% |
| Q3 2017 | $1,610,000 | -1.4% | 9,002 | -4.1% | 0.30% | -2.6% |
| Q2 2017 | $1,633,000 | +2.8% | 9,389 | +1.2% | 0.31% | +1.0% |
| Q1 2017 | $1,589,000 | -0.1% | 9,281 | -3.5% | 0.30% | -5.0% |
| Q4 2016 | $1,591,000 | +3.3% | 9,621 | -3.3% | 0.32% | -3.9% |
| Q3 2016 | $1,540,000 | +3.5% | 9,953 | -0.1% | 0.33% | +3.4% |
| Q2 2016 | $1,488,000 | +30.8% | 9,958 | +26.1% | 0.32% | +24.2% |
| Q1 2016 | $1,138,000 | +4.9% | 7,895 | +1.4% | 0.26% | +2.0% |
| Q4 2015 | $1,085,000 | +0.3% | 7,785 | -1.7% | 0.26% | -4.9% |
| Q3 2015 | $1,082,000 | -1.4% | 7,923 | +8.3% | 0.27% | -10.7% |
| Q2 2015 | $1,097,000 | -1.2% | 7,313 | +0.1% | 0.30% | -0.3% |
| Q1 2015 | $1,110,000 | +5.1% | 7,306 | +0.2% | 0.30% | +3.1% |
| Q4 2014 | $1,056,000 | +4.1% | 7,291 | -1.7% | 0.29% | +4.3% |
| Q3 2014 | $1,014,000 | -4.7% | 7,415 | -0.2% | 0.28% | -2.8% |
| Q2 2014 | $1,064,000 | +2.5% | 7,433 | -1.6% | 0.29% | -5.3% |
| Q1 2014 | $1,038,000 | +2.6% | 7,554 | -0.1% | 0.30% | +2.4% |
| Q4 2013 | $1,012,000 | +3.7% | 7,562 | -3.8% | 0.30% | -7.2% |
| Q3 2013 | $976,000 | +7.0% | 7,861 | -0.4% | 0.32% | +2.2% |
| Q2 2013 | $912,000 | – | 7,894 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 748,496 | $108,824,000 | 42.63% |
| Pachira Investments Inc. | 46,774 | $6,729,000 | 27.00% |
| Leonard Rickey Investment Advisors P.L.L.C. | 228,867 | $32,925,000 | 25.54% |
| HBC Financial Services, PLLC | 150,155 | $20,335,000 | 23.05% |
| Affiance Financial, LLC | 179,372 | $25,804,000 | 17.79% |
| Lee Financial Co | 365,578 | $52,592,000 | 17.45% |
| Millburn Ridgefield Corp | 2,025,674 | $291,413,000 | 17.42% |
| Independent Order of Foresters | 101,500 | $14,602,000 | 17.16% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,694 | $44,984,000 | 16.72% |
| LVZ, Inc. | 457,036 | $65,749,000 | 16.06% |