ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $590,960 | -4.6% | 2,370 | 0.0% | 0.03% | -8.8% |
| Q2 2023 | $619,708 | +3.8% | 2,370 | -0.7% | 0.03% | -2.9% |
| Q1 2023 | $596,882 | +3.4% | 2,386 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $577,150 | +9.7% | 2,386 | -0.6% | 0.04% | -2.8% |
| Q3 2022 | $526,000 | -3.1% | 2,401 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $543,000 | -15.7% | 2,401 | 0.0% | 0.04% | -5.3% |
| Q1 2022 | $644,000 | +16.5% | 2,401 | +14.3% | 0.04% | +8.6% |
| Q4 2021 | $553,000 | 0.0% | 2,101 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $553,000 | -2.3% | 2,101 | -0.2% | 0.04% | -2.8% |
| Q2 2021 | $566,000 | +3.3% | 2,106 | 0.0% | 0.04% | -2.7% |
| Q1 2021 | $548,000 | +13.2% | 2,106 | 0.0% | 0.04% | -11.9% |
| Q4 2020 | $484,000 | +24.1% | 2,106 | 0.0% | 0.04% | +5.0% |
| Q3 2020 | $390,000 | +4.3% | 2,106 | 0.0% | 0.04% | -4.8% |
| Q2 2020 | $374,000 | +23.4% | 2,106 | 0.0% | 0.04% | +2.4% |
| Q1 2020 | $303,000 | -29.7% | 2,106 | +0.5% | 0.04% | -14.6% |
| Q4 2019 | $431,000 | +6.4% | 2,095 | 0.0% | 0.05% | -2.0% |
| Q3 2019 | $405,000 | -0.5% | 2,095 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $407,000 | +2.5% | 2,095 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $397,000 | +13.8% | 2,095 | -0.3% | 0.05% | 0.0% |
| Q4 2018 | $349,000 | -16.9% | 2,101 | +0.8% | 0.05% | -7.1% |
| Q3 2018 | $420,000 | +13.2% | 2,085 | +9.4% | 0.06% | +5.7% |
| Q2 2018 | $371,000 | +3.9% | 1,905 | 0.0% | 0.05% | +1.9% |
| Q1 2018 | $357,000 | -6.5% | 1,905 | -5.2% | 0.05% | -5.5% |
| Q4 2017 | $382,000 | +12.0% | 2,010 | +5.5% | 0.06% | +5.8% |
| Q3 2017 | $341,000 | +3.0% | 1,905 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $331,000 | +1.5% | 1,905 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $326,000 | +3.5% | 1,905 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $315,000 | +6.8% | 1,905 | 0.0% | 0.05% | -1.9% |
| Q3 2016 | $295,000 | +3.5% | 1,905 | 0.0% | 0.05% | +3.9% |
| Q2 2016 | $285,000 | +3.6% | 1,905 | 0.0% | 0.05% | -3.8% |
| Q1 2016 | $275,000 | +3.8% | 1,905 | 0.0% | 0.05% | -7.0% |
| Q4 2015 | $265,000 | +1.9% | 1,905 | 0.0% | 0.06% | -8.1% |
| Q3 2015 | $260,000 | -11.9% | 1,905 | -3.1% | 0.06% | -7.5% |
| Q2 2015 | $295,000 | -1.3% | 1,965 | 0.0% | 0.07% | -2.9% |
| Q1 2015 | $299,000 | +11.6% | 1,965 | +6.2% | 0.07% | +6.2% |
| Q4 2014 | $268,000 | +5.9% | 1,850 | 0.0% | 0.06% | +1.6% |
| Q3 2014 | $253,000 | -4.5% | 1,850 | 0.0% | 0.06% | 0.0% |
| Q2 2014 | $265,000 | +4.3% | 1,850 | 0.0% | 0.06% | +3.2% |
| Q1 2014 | $254,000 | +2.4% | 1,850 | 0.0% | 0.06% | +3.3% |
| Q4 2013 | $248,000 | +7.8% | 1,850 | 0.0% | 0.06% | 0.0% |
| Q3 2013 | $230,000 | – | 1,850 | – | 0.06% | – |
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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% |