ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 512 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.86 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,276,497 | -4.5% | 107,254 | -0.9% | 0.75% | +2.0% |
| Q1 2024 | $6,575,305 | +9.2% | 108,253 | +398.2% | 0.74% | -14.1% |
| Q4 2023 | $6,022,675 | +11.2% | 21,731 | +0.0% | 0.86% | +3.9% |
| Q3 2023 | $5,418,468 | -4.7% | 21,730 | -0.0% | 0.82% | -0.7% |
| Q2 2023 | $5,684,672 | +4.7% | 21,740 | +0.1% | 0.83% | +0.1% |
| Q1 2023 | $5,431,028 | +2.9% | 21,710 | -0.5% | 0.83% | +0.5% |
| Q4 2022 | $5,275,627 | +10.3% | 21,810 | 0.0% | 0.83% | +3.5% |
| Q3 2022 | $4,782,000 | -3.4% | 21,810 | -0.3% | 0.80% | -2.0% |
| Q2 2022 | $4,948,000 | -15.7% | 21,871 | +0.0% | 0.81% | +0.6% |
| Q1 2022 | $5,869,000 | -5.2% | 21,870 | 0.0% | 0.81% | +5.3% |
| Q4 2021 | $6,191,000 | +7.6% | 21,870 | 0.0% | 0.77% | -1.7% |
| Q3 2021 | $5,753,000 | -2.1% | 21,870 | 0.0% | 0.78% | -1.4% |
| Q2 2021 | $5,877,000 | +3.7% | 21,870 | +0.4% | 0.79% | -5.0% |
| Q1 2021 | $5,669,000 | +13.4% | 21,779 | +0.2% | 0.83% | +10.5% |
| Q4 2020 | $4,997,000 | +24.0% | 21,741 | 0.0% | 0.76% | +7.7% |
| Q3 2020 | $4,029,000 | +4.2% | 21,741 | -0.0% | 0.70% | -9.4% |
| Q2 2020 | $3,867,000 | +22.8% | 21,748 | -0.6% | 0.77% | +17.5% |
| Q1 2020 | $3,148,000 | -30.1% | 21,883 | +0.1% | 0.66% | -23.4% |
| Q4 2019 | $4,502,000 | +6.5% | 21,872 | -0.0% | 0.86% | -1.0% |
| Q3 2019 | $4,228,000 | -0.5% | 21,881 | 0.0% | 0.87% | -0.5% |
| Q2 2019 | $4,251,000 | +2.8% | 21,881 | +0.2% | 0.87% | -2.5% |
| Q1 2019 | $4,134,000 | +14.3% | 21,829 | +0.2% | 0.90% | -8.2% |
| Q4 2018 | $3,618,000 | -17.9% | 21,788 | -0.5% | 0.98% | +6.9% |
| Q3 2018 | $4,406,000 | +3.7% | 21,888 | +0.4% | 0.91% | -8.2% |
| Q2 2018 | $4,248,000 | +5.7% | 21,808 | +1.7% | 0.99% | +2.9% |
| Q1 2018 | $4,020,000 | -1.2% | 21,433 | 0.0% | 0.97% | +0.7% |
| Q4 2017 | $4,068,000 | +7.2% | 21,433 | +1.1% | 0.96% | +0.2% |
| Q3 2017 | $3,794,000 | +3.1% | 21,205 | +0.2% | 0.96% | -1.6% |
| Q2 2017 | $3,681,000 | +1.6% | 21,160 | 0.0% | 0.97% | +1.1% |
| Q1 2017 | $3,623,000 | +3.5% | 21,160 | 0.0% | 0.96% | -2.0% |
| Q4 2016 | $3,499,000 | +6.9% | 21,160 | 0.0% | 0.98% | +6.4% |
| Q3 2016 | $3,274,000 | +3.6% | 21,160 | 0.0% | 0.92% | +0.5% |
| Q2 2016 | $3,161,000 | +3.6% | 21,160 | 0.0% | 0.92% | -2.1% |
| Q1 2016 | $3,051,000 | +3.5% | 21,160 | 0.0% | 0.94% | +5.3% |
| Q4 2015 | $2,948,000 | +2.0% | 21,160 | 0.0% | 0.89% | -8.9% |
| Q3 2015 | $2,891,000 | -8.9% | 21,160 | 0.0% | 0.98% | +12.8% |
| Q2 2015 | $3,174,000 | -1.3% | 21,160 | 0.0% | 0.87% | -2.4% |
| Q1 2015 | $3,216,000 | +5.0% | 21,160 | 0.0% | 0.89% | +11.0% |
| Q4 2014 | $3,064,000 | +5.9% | 21,160 | 0.0% | 0.80% | +1.7% |
| Q3 2014 | $2,893,000 | -4.5% | 21,160 | 0.0% | 0.79% | -3.2% |
| Q2 2014 | $3,028,000 | +4.1% | 21,160 | 0.0% | 0.81% | -0.1% |
| Q1 2014 | $2,909,000 | +2.8% | 21,160 | 0.0% | 0.81% | +4.2% |
| Q4 2013 | $2,831,000 | -2.9% | 21,160 | -9.9% | 0.78% | -17.7% |
| Q3 2013 | $2,916,000 | +11.3% | 23,488 | +3.5% | 0.95% | +6.6% |
| Q2 2013 | $2,621,000 | -0.1% | 22,689 | -0.5% | 0.89% | +0.1% |
| Q1 2013 | $2,623,000 | – | 22,799 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |