ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 713 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,826 | +89.7% | 1,620 | +99.0% | 0.04% | +87.5% |
| Q2 2023 | $212,845 | -64.7% | 814 | -63.8% | 0.02% | -57.9% |
| Q1 2022 | $603,000 | -25.9% | 2,249 | -47.6% | 0.06% | -62.7% |
| Q4 2017 | $814,000 | +6.0% | 4,291 | 0.0% | 0.15% | -6.7% |
| Q3 2017 | $768,000 | +2.9% | 4,291 | 0.0% | 0.16% | +3.1% |
| Q2 2017 | $746,000 | +1.5% | 4,291 | 0.0% | 0.16% | 0.0% |
| Q1 2017 | $735,000 | -23.1% | 4,291 | -25.8% | 0.16% | -3.6% |
| Q4 2016 | $956,000 | +4.1% | 5,783 | -2.5% | 0.16% | +7.8% |
| Q3 2016 | $918,000 | +3.6% | 5,934 | 0.0% | 0.15% | +3.4% |
| Q2 2016 | $886,000 | +3.5% | 5,934 | 0.0% | 0.15% | +1.4% |
| Q1 2016 | $856,000 | -0.5% | 5,934 | -3.9% | 0.15% | +10.6% |
| Q4 2015 | $860,000 | +0.2% | 6,174 | -1.7% | 0.13% | +5.6% |
| Q3 2015 | $858,000 | -32.3% | 6,281 | -25.7% | 0.12% | -20.4% |
| Q2 2015 | $1,268,000 | -22.1% | 8,457 | -21.0% | 0.16% | -28.6% |
| Q1 2015 | $1,628,000 | +4.6% | 10,711 | -0.3% | 0.22% | +5.8% |
| Q4 2014 | $1,556,000 | +4.9% | 10,746 | -1.0% | 0.21% | -7.6% |
| Q3 2014 | $1,484,000 | – | 10,856 | – | 0.22% | – |
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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% |