ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 439 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,694,000 | +7.7% | 20,136 | +1.8% | 0.45% | -1.1% |
| Q3 2021 | $5,285,000 | -0.3% | 19,777 | +0.3% | 0.45% | -1.7% |
| Q2 2021 | $5,301,000 | +9.0% | 19,723 | +5.5% | 0.46% | +1.1% |
| Q1 2021 | $4,865,000 | +13.8% | 18,701 | +0.5% | 0.46% | +4.6% |
| Q4 2020 | $4,275,000 | +25.2% | 18,615 | +1.1% | 0.44% | +12.3% |
| Q3 2020 | $3,414,000 | +22.3% | 18,421 | -4.0% | 0.39% | +1.8% |
| Q1 2020 | $2,791,000 | -52.1% | 19,196 | -32.2% | 0.38% | -39.1% |
| Q4 2019 | $5,825,000 | +12.1% | 28,330 | +4.6% | 0.63% | +6.3% |
| Q3 2019 | $5,195,000 | +5.3% | 27,081 | +6.6% | 0.59% | +4.1% |
| Q2 2019 | $4,933,000 | +23.8% | 25,394 | +20.7% | 0.57% | +20.6% |
| Q1 2019 | $3,984,000 | +24.9% | 21,035 | +9.5% | 0.47% | +12.2% |
| Q4 2018 | $3,191,000 | -20.6% | 19,217 | -3.8% | 0.42% | -10.5% |
| Q3 2018 | $4,020,000 | +21.1% | 19,974 | +17.2% | 0.47% | +15.0% |
| Q2 2018 | $3,319,000 | +42.7% | 17,043 | +37.4% | 0.41% | +42.8% |
| Q1 2018 | $2,326,000 | +17.0% | 12,402 | +6.8% | 0.28% | +4.4% |
| Q1 2017 | $1,988,000 | +49.7% | 11,612 | +35.3% | 0.27% | +45.2% |
| Q3 2016 | $1,328,000 | +21.5% | 8,581 | +17.3% | 0.19% | +18.2% |
| Q2 2016 | $1,093,000 | +144.0% | 7,315 | +135.4% | 0.16% | +137.3% |
| Q1 2016 | $448,000 | +4.9% | 3,107 | +1.3% | 0.07% | +3.1% |
| Q4 2015 | $427,000 | -5.1% | 3,067 | -6.8% | 0.06% | -5.8% |
| Q3 2015 | $450,000 | -21.3% | 3,292 | -13.7% | 0.07% | -14.8% |
| Q2 2015 | $572,000 | -0.7% | 3,813 | +0.6% | 0.08% | 0.0% |
| Q1 2015 | $576,000 | +22.8% | 3,791 | +17.0% | 0.08% | +30.6% |
| Q4 2014 | $469,000 | -15.8% | 3,240 | -20.5% | 0.06% | -17.3% |
| Q3 2014 | $557,000 | -14.6% | 4,074 | -10.5% | 0.08% | -11.8% |
| Q2 2014 | $652,000 | +17.1% | 4,554 | +12.5% | 0.08% | +9.0% |
| Q1 2014 | $557,000 | +13.9% | 4,049 | +10.8% | 0.08% | +8.3% |
| Q4 2013 | $489,000 | +7.7% | 3,655 | 0.0% | 0.07% | 0.0% |
| Q3 2013 | $454,000 | +7.6% | 3,655 | 0.0% | 0.07% | +1.4% |
| Q2 2013 | $422,000 | – | 3,655 | – | 0.07% | – |
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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% |