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 | $7,481,561 | -5.1% | 30,004 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $7,884,939 | +0.7% | 30,155 | -3.6% | 0.01% | -7.7% |
| Q1 2023 | $7,827,325 | +9.9% | 31,289 | +6.2% | 0.01% | 0.0% |
| Q4 2022 | $7,124,871 | +43.4% | 29,455 | +30.0% | 0.01% | +30.0% |
| Q3 2022 | $4,968,000 | -7.0% | 22,662 | -4.0% | 0.01% | 0.0% |
| Q2 2022 | $5,340,000 | -27.1% | 23,607 | -13.6% | 0.01% | -9.1% |
| Q1 2022 | $7,328,000 | -8.9% | 27,313 | -3.9% | 0.01% | +10.0% |
| Q4 2021 | $8,044,000 | +34.3% | 28,414 | +24.8% | 0.01% | +11.1% |
| Q3 2021 | $5,988,000 | -5.3% | 22,765 | -3.2% | 0.01% | -10.0% |
| Q2 2021 | $6,323,000 | +11.4% | 23,527 | +7.8% | 0.01% | 0.0% |
| Q1 2021 | $5,678,000 | +13.0% | 21,816 | -0.2% | 0.01% | +11.1% |
| Q4 2020 | $5,027,000 | +36.0% | 21,870 | +9.6% | 0.01% | +12.5% |
| Q3 2020 | $3,697,000 | -14.4% | 19,951 | -17.8% | 0.01% | -20.0% |
| Q2 2020 | $4,318,000 | +18.9% | 24,279 | -3.8% | 0.01% | -9.1% |
| Q1 2020 | $3,633,000 | -66.0% | 25,243 | -51.4% | 0.01% | -59.3% |
| Q4 2019 | $10,684,000 | +31.9% | 51,910 | +23.8% | 0.03% | +17.4% |
| Q3 2019 | $8,103,000 | +1.6% | 41,933 | +2.1% | 0.02% | 0.0% |
| Q2 2019 | $7,975,000 | -1.7% | 41,055 | -4.2% | 0.02% | 0.0% |
| Q1 2019 | $8,115,000 | +27.0% | 42,846 | +11.4% | 0.02% | +9.5% |
| Q4 2018 | $6,388,000 | -16.7% | 38,470 | +1.0% | 0.02% | -4.5% |
| Q3 2018 | $7,668,000 | +4.1% | 38,091 | +0.8% | 0.02% | -4.3% |
| Q2 2018 | $7,364,000 | +0.3% | 37,805 | -3.4% | 0.02% | -4.2% |
| Q1 2018 | $7,340,000 | -5.9% | 39,132 | -4.8% | 0.02% | -4.0% |
| Q4 2017 | $7,801,000 | +8.9% | 41,101 | +2.6% | 0.02% | +4.2% |
| Q3 2017 | $7,164,000 | -3.5% | 40,040 | -6.2% | 0.02% | +4.3% |
| Q2 2017 | $7,422,000 | +9.9% | 42,670 | +8.1% | 0.02% | 0.0% |
| Q1 2017 | $6,755,000 | +9.3% | 39,456 | +5.6% | 0.02% | +4.5% |
| Q4 2016 | $6,178,000 | +6.6% | 37,364 | -0.3% | 0.02% | +10.0% |
| Q3 2016 | $5,796,000 | +6.3% | 37,464 | +2.6% | 0.02% | +5.3% |
| Q2 2016 | $5,454,000 | -16.6% | 36,507 | -19.5% | 0.02% | -17.4% |
| Q1 2016 | $6,541,000 | -23.5% | 45,366 | -26.1% | 0.02% | -20.7% |
| Q4 2015 | $8,549,000 | +1.1% | 61,358 | -0.8% | 0.03% | -3.3% |
| Q3 2015 | $8,452,000 | +253.2% | 61,869 | +287.8% | 0.03% | +275.0% |
| Q2 2015 | $2,393,000 | -0.3% | 15,952 | +1.1% | 0.01% | 0.0% |
| Q1 2015 | $2,399,000 | +5.9% | 15,786 | +0.9% | 0.01% | +14.3% |
| Q4 2014 | $2,266,000 | -0.8% | 15,648 | -6.3% | 0.01% | 0.0% |
| Q3 2014 | $2,284,000 | +45.4% | 16,708 | +52.1% | 0.01% | +40.0% |
| Q2 2014 | $1,571,000 | +31.2% | 10,983 | +26.2% | 0.01% | +25.0% |
| Q1 2014 | $1,197,000 | -3.4% | 8,703 | -6.0% | 0.00% | 0.0% |
| Q4 2013 | $1,239,000 | -7.3% | 9,261 | -14.0% | 0.00% | -20.0% |
| Q3 2013 | $1,336,000 | +7.5% | 10,765 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $1,243,000 | – | 10,765 | – | 0.01% | – |
Download | ||||||
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% |