ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,617,362 | -2.6% | 78,674 | +2.2% | 2.89% | +2.6% |
| Q2 2023 | $20,136,313 | +13.7% | 77,009 | +8.7% | 2.82% | +7.5% |
| Q1 2023 | $17,714,830 | -9.7% | 70,814 | -12.7% | 2.62% | -10.3% |
| Q4 2022 | $19,628,406 | +104.2% | 81,146 | +85.1% | 2.92% | +90.1% |
| Q3 2022 | $9,611,000 | +112.1% | 43,835 | +118.9% | 1.54% | +129.6% |
| Q2 2022 | $4,531,000 | -12.0% | 20,029 | +4.4% | 0.67% | +7.2% |
| Q1 2022 | $5,147,000 | -5.6% | 19,180 | -0.4% | 0.62% | +0.5% |
| Q4 2021 | $5,452,000 | +9.9% | 19,260 | +2.1% | 0.62% | +0.8% |
| Q3 2021 | $4,962,000 | -2.1% | 18,860 | +0.1% | 0.62% | -1.6% |
| Q2 2021 | $5,066,000 | +2.2% | 18,850 | -1.0% | 0.63% | -1.9% |
| Q1 2021 | $4,958,000 | +13.0% | 19,050 | -0.2% | 0.64% | +9.2% |
| Q4 2020 | $4,389,000 | +23.5% | 19,095 | -0.5% | 0.58% | +9.6% |
| Q3 2020 | $3,555,000 | -27.1% | 19,185 | -30.0% | 0.53% | -30.6% |
| Q2 2020 | $4,877,000 | +8.3% | 27,425 | -12.4% | 0.77% | -5.3% |
| Q1 2020 | $4,505,000 | -30.3% | 31,312 | -0.3% | 0.81% | -9.3% |
| Q4 2019 | $6,463,000 | +7.4% | 31,402 | +0.8% | 0.90% | +1.1% |
| Q3 2019 | $6,020,000 | -0.6% | 31,152 | -0.0% | 0.89% | +0.7% |
| Q2 2019 | $6,055,000 | +2.7% | 31,167 | +0.1% | 0.88% | 0.0% |
| Q1 2019 | $5,895,000 | +14.0% | 31,127 | 0.0% | 0.88% | -1.2% |
| Q4 2018 | $5,169,000 | -21.7% | 31,127 | -5.1% | 0.89% | -5.8% |
| Q3 2018 | $6,604,000 | +2.4% | 32,807 | -0.9% | 0.95% | -2.7% |
| Q2 2018 | $6,448,000 | +3.7% | 33,102 | -0.1% | 0.97% | +1.8% |
| Q1 2018 | $6,216,000 | +1.0% | 33,137 | +2.2% | 0.96% | +3.1% |
| Q4 2017 | $6,154,000 | +2170.8% | 32,427 | +2040.4% | 0.93% | +1870.2% |
| Q3 2017 | $271,000 | -11.7% | 1,515 | -23.7% | 0.05% | -21.7% |
| Q3 2016 | $307,000 | -2.2% | 1,985 | -5.7% | 0.06% | -4.8% |
| Q2 2016 | $314,000 | +3.3% | 2,105 | 0.0% | 0.06% | -3.1% |
| Q1 2016 | $304,000 | -26.6% | 2,105 | -29.1% | 0.06% | -28.6% |
| Q4 2015 | $414,000 | +16.3% | 2,970 | +14.0% | 0.09% | +12.3% |
| Q3 2015 | $356,000 | -11.0% | 2,605 | -2.3% | 0.08% | -3.6% |
| Q2 2015 | $400,000 | -1.7% | 2,665 | -0.6% | 0.08% | 0.0% |
| Q1 2015 | $407,000 | +6.0% | 2,680 | +1.1% | 0.08% | +5.0% |
| Q4 2014 | $384,000 | +6.1% | 2,650 | 0.0% | 0.08% | -15.8% |
| Q3 2014 | $362,000 | -4.5% | 2,650 | 0.0% | 0.10% | -3.1% |
| Q2 2014 | $379,000 | +4.1% | 2,650 | 0.0% | 0.10% | +1.0% |
| Q1 2014 | $364,000 | +2.5% | 2,650 | 0.0% | 0.10% | +1.0% |
| Q4 2013 | $355,000 | +7.9% | 2,650 | 0.0% | 0.10% | -1.0% |
| Q3 2013 | $329,000 | -0.9% | 2,650 | -7.8% | 0.10% | -4.9% |
| Q2 2013 | $332,000 | – | 2,875 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |