ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313,932 | -4.6% | 1,259 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $329,204 | +4.5% | 1,259 | 0.0% | 0.07% | -2.8% |
| Q1 2023 | $314,952 | +3.4% | 1,259 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $304,540 | +10.3% | 1,259 | 0.0% | 0.07% | +1.4% |
| Q3 2022 | $276,000 | -3.2% | 1,259 | 0.0% | 0.07% | +1.4% |
| Q2 2022 | $285,000 | -26.0% | 1,259 | -12.3% | 0.07% | -11.5% |
| Q1 2022 | $385,000 | -5.4% | 1,436 | 0.0% | 0.08% | -2.5% |
| Q4 2021 | $407,000 | +7.7% | 1,436 | 0.0% | 0.08% | -29.8% |
| Q3 2021 | $378,000 | -2.1% | 1,436 | 0.0% | 0.11% | +39.0% |
| Q2 2021 | $386,000 | +3.2% | 1,436 | 0.0% | 0.08% | -7.9% |
| Q1 2021 | $374,000 | +13.3% | 1,436 | 0.0% | 0.09% | +4.7% |
| Q4 2020 | $330,000 | +24.1% | 1,436 | 0.0% | 0.08% | +10.4% |
| Q3 2020 | $266,000 | +4.3% | 1,436 | 0.0% | 0.08% | -4.9% |
| Q2 2020 | $255,000 | +23.2% | 1,436 | 0.0% | 0.08% | +3.8% |
| Q1 2020 | $207,000 | -30.1% | 1,436 | 0.0% | 0.08% | -9.3% |
| Q4 2019 | $296,000 | +6.9% | 1,436 | 0.0% | 0.09% | -3.4% |
| Q3 2019 | $277,000 | +1.8% | 1,436 | 0.0% | 0.09% | +1.1% |
| Q1 2019 | $272,000 | +14.3% | 1,436 | 0.0% | 0.09% | +2.3% |
| Q4 2018 | $238,000 | -15.0% | 1,436 | 0.0% | 0.09% | 0.0% |
| Q2 2018 | $280,000 | +4.1% | 1,436 | 0.0% | 0.09% | +3.6% |
| Q1 2018 | $269,000 | -1.5% | 1,436 | 0.0% | 0.08% | 0.0% |
| Q4 2017 | $273,000 | +6.2% | 1,436 | 0.0% | 0.08% | +1.2% |
| Q3 2017 | $257,000 | +2.8% | 1,436 | 0.0% | 0.08% | -1.2% |
| Q2 2017 | $250,000 | +1.6% | 1,436 | 0.0% | 0.08% | +2.5% |
| Q1 2017 | $246,000 | +3.8% | 1,436 | 0.0% | 0.08% | 0.0% |
| Q4 2016 | $237,000 | +6.8% | 1,436 | 0.0% | 0.08% | +2.5% |
| Q3 2016 | $222,000 | +3.3% | 1,436 | 0.0% | 0.08% | +5.3% |
| Q2 2016 | $215,000 | +3.9% | 1,436 | 0.0% | 0.08% | 0.0% |
| Q1 2016 | $207,000 | +3.5% | 1,436 | 0.0% | 0.08% | +7.1% |
| Q4 2015 | $200,000 | – | 1,436 | – | 0.07% | – |
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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% |