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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $32,985,000 | -3.1% | 150,437 | -0.1% | 0.99% | -12.0% |
| Q2 2022 | $34,056,000 | -9.2% | 150,539 | +7.7% | 1.12% | +5.7% |
| Q1 2022 | $37,515,000 | +6.9% | 139,805 | +12.8% | 1.06% | +8.4% |
| Q4 2021 | $35,085,000 | +19.6% | 123,939 | +11.1% | 0.98% | +10.2% |
| Q3 2021 | $29,339,000 | +7.9% | 111,527 | +10.3% | 0.89% | +6.3% |
| Q2 2021 | $27,179,000 | +62.0% | 101,138 | +56.9% | 0.84% | +47.3% |
| Q1 2021 | $16,781,000 | +1344.1% | 64,473 | +1175.4% | 0.57% | +1132.6% |
| Q4 2020 | $1,162,000 | +172.1% | 5,055 | +119.6% | 0.05% | +142.1% |
| Q3 2020 | $427,000 | -49.5% | 2,302 | -51.6% | 0.02% | -59.6% |
| Q2 2020 | $845,000 | +24.3% | 4,752 | +0.5% | 0.05% | -11.3% |
| Q1 2020 | $680,000 | -29.8% | 4,730 | +0.5% | 0.05% | -10.2% |
| Q4 2019 | $969,000 | +4.6% | 4,707 | -1.8% | 0.06% | -3.3% |
| Q3 2019 | $926,000 | -0.6% | 4,793 | -0.1% | 0.06% | -3.2% |
| Q2 2019 | $932,000 | +2.2% | 4,797 | -0.4% | 0.06% | -1.6% |
| Q1 2019 | $912,000 | +0.1% | 4,815 | -12.2% | 0.06% | -16.9% |
| Q4 2018 | $911,000 | -17.5% | 5,485 | 0.0% | 0.08% | -9.4% |
| Q3 2018 | $1,104,000 | +3.4% | 5,485 | 0.0% | 0.08% | -7.6% |
| Q2 2018 | $1,068,000 | -29.2% | 5,485 | -31.8% | 0.09% | -27.0% |
| Q1 2018 | $1,509,000 | -1.1% | 8,043 | 0.0% | 0.13% | +0.8% |
| Q4 2017 | $1,526,000 | +6.0% | 8,043 | 0.0% | 0.12% | 0.0% |
| Q3 2017 | $1,439,000 | -1.8% | 8,043 | -4.5% | 0.12% | -6.0% |
| Q2 2017 | $1,465,000 | +6.3% | 8,422 | +4.6% | 0.13% | +3.9% |
| Q1 2017 | $1,378,000 | +4.4% | 8,050 | +0.8% | 0.13% | -0.8% |
| Q4 2016 | $1,320,000 | -37.1% | 7,986 | -41.1% | 0.13% | -40.6% |
| Q3 2016 | $2,098,000 | +3.8% | 13,560 | +0.2% | 0.22% | +11.3% |
| Q2 2016 | $2,021,000 | +20.0% | 13,528 | +15.8% | 0.20% | +5.4% |
| Q1 2016 | $1,684,000 | +3.8% | 11,681 | +0.3% | 0.18% | +6.9% |
| Q4 2015 | $1,623,000 | -3.9% | 11,651 | -5.8% | 0.17% | +6.8% |
| Q3 2015 | $1,689,000 | +4.7% | 12,363 | +15.0% | 0.16% | +12.5% |
| Q2 2015 | $1,613,000 | -1.3% | 10,753 | 0.0% | 0.14% | +0.7% |
| Q1 2015 | $1,634,000 | -99.9% | 10,753 | 0.0% | 0.14% | +8.3% |
| Q4 2014 | $1,557,034,000 | +105820.7% | 10,753 | 0.0% | 0.13% | -3.6% |
| Q3 2014 | $1,470,000 | -4.5% | 10,753 | 0.0% | 0.14% | -4.2% |
| Q2 2014 | $1,539,000 | 0.0% | 10,753 | -3.9% | 0.14% | -4.7% |
| Q1 2014 | $1,539,000 | +6.9% | 11,193 | +4.1% | 0.15% | +7.9% |
| Q4 2013 | $1,439,000 | +234.7% | 10,753 | +188.6% | 0.14% | +172.5% |
| Q2 2013 | $430,000 | – | 3,726 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |