ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 451 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.39 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,924,000 | -5.7% | 25,803 | -0.6% | 0.60% | +0.3% |
| Q4 2021 | $7,345,000 | +14.1% | 25,946 | +6.1% | 0.60% | +5.1% |
| Q3 2021 | $6,435,000 | -4.8% | 24,460 | -2.7% | 0.57% | -6.8% |
| Q2 2021 | $6,759,000 | +6.4% | 25,150 | +3.1% | 0.61% | -1.8% |
| Q1 2021 | $6,350,000 | +35.4% | 24,398 | +19.6% | 0.62% | +25.0% |
| Q4 2020 | $4,690,000 | +46.7% | 20,407 | +18.3% | 0.50% | +25.3% |
| Q3 2020 | $3,198,000 | +3.7% | 17,256 | -0.5% | 0.40% | -10.7% |
| Q2 2020 | $3,083,000 | +16.4% | 17,336 | -5.9% | 0.45% | -4.3% |
| Q1 2020 | $2,649,000 | -38.5% | 18,415 | -12.0% | 0.47% | -26.5% |
| Q4 2019 | $4,307,000 | +6.2% | 20,928 | -0.3% | 0.64% | -7.4% |
| Q3 2019 | $4,054,000 | -2.4% | 20,981 | -1.9% | 0.69% | -9.5% |
| Q2 2019 | $4,154,000 | +2.3% | 21,385 | -0.3% | 0.76% | -6.1% |
| Q1 2019 | $4,061,000 | +0.5% | 21,439 | -11.9% | 0.81% | -10.4% |
| Q4 2018 | $4,039,000 | +4.7% | 24,324 | +26.9% | 0.90% | +25.3% |
| Q3 2018 | $3,858,000 | +7.5% | 19,168 | +4.0% | 0.72% | +1.7% |
| Q2 2018 | $3,590,000 | +10.7% | 18,434 | +6.6% | 0.71% | +7.9% |
| Q1 2018 | $3,242,000 | +5.0% | 17,285 | +6.2% | 0.66% | +0.9% |
| Q4 2017 | $3,088,000 | +33.9% | 16,272 | +26.3% | 0.65% | +26.3% |
| Q3 2017 | $2,306,000 | +5.7% | 12,888 | +2.8% | 0.51% | +1.2% |
| Q2 2017 | $2,182,000 | +23.1% | 12,542 | +21.2% | 0.51% | +22.4% |
| Q1 2017 | $1,772,000 | -13.3% | 10,352 | -16.3% | 0.42% | -17.8% |
| Q4 2016 | $2,045,000 | +16.0% | 12,366 | +8.5% | 0.50% | +8.6% |
| Q3 2016 | $1,763,000 | +3.6% | 11,397 | +0.0% | 0.46% | +6.7% |
| Q2 2016 | $1,702,000 | -4.9% | 11,395 | -8.2% | 0.44% | -4.4% |
| Q1 2016 | $1,789,000 | +54.6% | 12,409 | +49.4% | 0.46% | +58.9% |
| Q4 2015 | $1,157,000 | +261.6% | 8,308 | +254.1% | 0.29% | +241.7% |
| Q3 2015 | $320,000 | -9.1% | 2,346 | +0.0% | 0.08% | -1.2% |
| Q2 2015 | $352,000 | -1.1% | 2,345 | +0.0% | 0.08% | -4.5% |
| Q1 2015 | $356,000 | +6.6% | 2,344 | +1.7% | 0.09% | -1.1% |
| Q4 2014 | $334,000 | +39.2% | 2,305 | +31.4% | 0.09% | +23.3% |
| Q3 2014 | $240,000 | -2.4% | 1,754 | +2.2% | 0.07% | -1.4% |
| Q2 2014 | $246,000 | +278.5% | 1,717 | +265.3% | 0.07% | +252.4% |
| Q1 2014 | $65,000 | +75.7% | 470 | +71.5% | 0.02% | +61.5% |
| Q4 2013 | $37,000 | +8.8% | 274 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $34,000 | +70.0% | 274 | +57.5% | 0.01% | +62.5% |
| Q2 2013 | $20,000 | – | 174 | – | 0.01% | – |
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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% |