ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 561 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.15 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,581,801 | +20.2% | 38,427 | +26.1% | 1.24% | +17.9% |
| Q2 2023 | $7,970,725 | -11.7% | 30,483 | -15.5% | 1.05% | -19.1% |
| Q1 2023 | $9,027,158 | -17.0% | 36,086 | -19.7% | 1.30% | -23.9% |
| Q4 2022 | $10,871,935 | +23.3% | 44,946 | +11.7% | 1.71% | +9.6% |
| Q3 2022 | $8,821,000 | +20.1% | 40,229 | +24.0% | 1.56% | +8.7% |
| Q2 2022 | $7,342,000 | +50.8% | 32,455 | +78.9% | 1.44% | +66.3% |
| Q1 2022 | $4,869,000 | -9.0% | 18,145 | -4.0% | 0.86% | -10.4% |
| Q4 2021 | $5,353,000 | +181.7% | 18,910 | +161.9% | 0.96% | +152.1% |
| Q3 2021 | $1,900,000 | -70.4% | 7,221 | -69.8% | 0.38% | -70.1% |
| Q2 2021 | $6,426,000 | -46.5% | 23,913 | -48.2% | 1.28% | -53.9% |
| Q1 2021 | $12,020,000 | +49.5% | 46,181 | +32.0% | 2.77% | +43.9% |
| Q4 2020 | $8,038,000 | +194.2% | 34,973 | +127.6% | 1.92% | +117.8% |
| Q2 2020 | $2,732,000 | -13.3% | 15,364 | -29.9% | 0.88% | -24.6% |
| Q1 2020 | $3,152,000 | +38.1% | 21,908 | +97.6% | 1.17% | +51.8% |
| Q4 2019 | $2,282,000 | +18.8% | 11,086 | +11.5% | 0.77% | +25.9% |
| Q3 2019 | $1,921,000 | +6.9% | 9,942 | +7.5% | 0.61% | +3.7% |
| Q2 2019 | $1,797,000 | -57.2% | 9,249 | -58.3% | 0.59% | -55.6% |
| Q1 2019 | $4,198,000 | +191.3% | 22,161 | +155.5% | 1.33% | +154.8% |
| Q4 2018 | $1,441,000 | -17.0% | 8,675 | +0.5% | 0.52% | +8.1% |
| Q3 2018 | $1,737,000 | +6.6% | 8,628 | +3.2% | 0.48% | -3.6% |
| Q2 2018 | $1,629,000 | +11.9% | 8,362 | +7.7% | 0.50% | +6.4% |
| Q1 2018 | $1,456,000 | +0.8% | 7,763 | +2.0% | 0.47% | -2.1% |
| Q4 2017 | $1,444,000 | +5.1% | 7,611 | -0.9% | 0.48% | -1.6% |
| Q3 2017 | $1,374,000 | -10.1% | 7,683 | -12.6% | 0.49% | -15.8% |
| Q2 2017 | $1,529,000 | -6.7% | 8,791 | -8.2% | 0.58% | -6.7% |
| Q1 2017 | $1,639,000 | +4.3% | 9,573 | +0.7% | 0.62% | -4.6% |
| Q4 2016 | $1,572,000 | -84.4% | 9,509 | -85.4% | 0.65% | -84.8% |
| Q3 2016 | $10,061,000 | +646.4% | 65,034 | +620.8% | 4.30% | +596.0% |
| Q2 2016 | $1,348,000 | -7.3% | 9,023 | -10.5% | 0.62% | -9.6% |
| Q1 2016 | $1,454,000 | +1.3% | 10,082 | -2.1% | 0.68% | +2.7% |
| Q4 2015 | $1,435,000 | +1.8% | 10,298 | -0.1% | 0.67% | -4.6% |
| Q3 2015 | $1,409,000 | +0.6% | 10,311 | +10.4% | 0.70% | +0.1% |
| Q2 2015 | $1,401,000 | +5.4% | 9,343 | +6.8% | 0.70% | +1.6% |
| Q1 2015 | $1,329,000 | +10.8% | 8,747 | +5.5% | 0.69% | -4.3% |
| Q4 2014 | $1,200,000 | +5.3% | 8,288 | -0.6% | 0.72% | -2.3% |
| Q3 2014 | $1,140,000 | -1.4% | 8,335 | +3.2% | 0.73% | -5.3% |
| Q2 2014 | $1,156,000 | +12.1% | 8,077 | +7.7% | 0.78% | +12.3% |
| Q1 2014 | $1,031,000 | +11.5% | 7,503 | +8.6% | 0.69% | -11.1% |
| Q4 2013 | $925,000 | – | 6,911 | – | 0.78% | – |
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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% |