ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $437,007 | -15.3% | 1,671 | -18.9% | 0.07% | -20.5% |
| Q1 2023 | $515,651 | +32.1% | 2,061 | +27.8% | 0.08% | +27.7% |
| Q4 2022 | $390,237 | +10.2% | 1,613 | 0.0% | 0.06% | +4.8% |
| Q3 2022 | $354,000 | -18.6% | 1,613 | -0.4% | 0.06% | 0.0% |
| Q1 2022 | $435,000 | -6.2% | 1,620 | -1.2% | 0.06% | -1.6% |
| Q4 2021 | $464,000 | +2.2% | 1,640 | -5.0% | 0.06% | -4.5% |
| Q3 2021 | $454,000 | -2.2% | 1,726 | 0.0% | 0.07% | -1.5% |
| Q2 2021 | $464,000 | -1.7% | 1,726 | -4.7% | 0.07% | -9.5% |
| Q1 2021 | $472,000 | +13.5% | 1,812 | 0.0% | 0.07% | -3.9% |
| Q4 2020 | $416,000 | +23.8% | 1,812 | 0.0% | 0.08% | +4.1% |
| Q3 2020 | $336,000 | +4.3% | 1,812 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $322,000 | +23.4% | 1,812 | 0.0% | 0.07% | +4.2% |
| Q1 2020 | $261,000 | -30.4% | 1,812 | -0.5% | 0.07% | -12.3% |
| Q4 2019 | $375,000 | +6.5% | 1,822 | 0.0% | 0.08% | -1.2% |
| Q3 2019 | $352,000 | -75.7% | 1,822 | -75.6% | 0.08% | -69.6% |
| Q2 2019 | $1,449,000 | +1.8% | 7,462 | -0.7% | 0.27% | +11.6% |
| Q1 2019 | $1,423,000 | +15.0% | 7,512 | +0.8% | 0.24% | +2.1% |
| Q4 2018 | $1,237,000 | -18.9% | 7,451 | -1.7% | 0.24% | -4.8% |
| Q3 2018 | $1,526,000 | +3.3% | 7,582 | 0.0% | 0.25% | -5.7% |
| Q2 2018 | $1,477,000 | +0.7% | 7,582 | -3.1% | 0.26% | -7.7% |
| Q1 2018 | $1,467,000 | -2.1% | 7,823 | -0.9% | 0.29% | +14.4% |
| Q4 2017 | $1,499,000 | +7.6% | 7,897 | +1.4% | 0.25% | +0.8% |
| Q3 2017 | $1,393,000 | -6.8% | 7,789 | -9.3% | 0.25% | -7.5% |
| Q2 2017 | $1,495,000 | +3.7% | 8,592 | +2.1% | 0.27% | +5.1% |
| Q1 2017 | $1,441,000 | +167.8% | 8,412 | +158.4% | 0.26% | +102.4% |
| Q4 2016 | $538,000 | +22.6% | 3,256 | +14.9% | 0.13% | +6.8% |
| Q3 2016 | $439,000 | +0.5% | 2,833 | -3.2% | 0.12% | -4.1% |
| Q2 2016 | $437,000 | +10.1% | 2,928 | +6.4% | 0.12% | -13.4% |
| Q1 2016 | $397,000 | -1.0% | 2,751 | -4.5% | 0.14% | -11.8% |
| Q4 2015 | $401,000 | +4.7% | 2,880 | +2.8% | 0.16% | -0.6% |
| Q3 2015 | $383,000 | +128.0% | 2,801 | +150.5% | 0.16% | +170.0% |
| Q2 2015 | $168,000 | +6.3% | 1,118 | +7.8% | 0.06% | -1.6% |
| Q1 2015 | $158,000 | +26.4% | 1,037 | +20.4% | 0.06% | +10.9% |
| Q4 2014 | $125,000 | +54.3% | 861 | +44.9% | 0.06% | +37.5% |
| Q3 2014 | $81,000 | +26.6% | 594 | +33.8% | 0.04% | +29.0% |
| Q2 2014 | $64,000 | +16.4% | 444 | 0.0% | 0.03% | -13.9% |
| Q3 2013 | $55,000 | +5.8% | 444 | 0.0% | 0.04% | -5.3% |
| Q2 2013 | $52,000 | – | 444 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |