ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 512 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.86 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $796,175 | -4.6% | 3,193 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $834,906 | -9.5% | 3,193 | -13.4% | 0.04% | -12.8% |
| Q1 2023 | $922,340 | +3.4% | 3,687 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $891,848 | +7.1% | 3,687 | -3.0% | 0.05% | 0.0% |
| Q3 2022 | $833,000 | +9.2% | 3,801 | +12.7% | 0.05% | +20.5% |
| Q2 2022 | $763,000 | -15.2% | 3,372 | +0.5% | 0.04% | -7.1% |
| Q1 2022 | $900,000 | -5.3% | 3,355 | 0.0% | 0.04% | +2.4% |
| Q4 2021 | $950,000 | +7.6% | 3,355 | 0.0% | 0.04% | +2.5% |
| Q3 2021 | $883,000 | -2.1% | 3,355 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $902,000 | +14.2% | 3,355 | +10.5% | 0.04% | +8.1% |
| Q1 2021 | $790,000 | +283.5% | 3,035 | +186.3% | 0.04% | +270.0% |
| Q2 2019 | $206,000 | +2.5% | 1,060 | 0.0% | 0.01% | +11.1% |
| Q1 2019 | $201,000 | -5.6% | 1,060 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $213,000 | -40.7% | 1,060 | -42.5% | 0.01% | -43.8% |
| Q2 2018 | $359,000 | +3.8% | 1,845 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $346,000 | -1.1% | 1,845 | 0.0% | 0.02% | +6.7% |
| Q4 2017 | $350,000 | -2.0% | 1,845 | -7.4% | 0.02% | -6.2% |
| Q3 2017 | $357,000 | +2.9% | 1,993 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $347,000 | +1.8% | 1,993 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $341,000 | +28.2% | 1,993 | +23.9% | 0.02% | +23.1% |
| Q4 2016 | $266,000 | -52.0% | 1,608 | -58.5% | 0.01% | -59.4% |
| Q2 2014 | $554,000 | +6.1% | 3,875 | +2.0% | 0.03% | -3.0% |
| Q1 2014 | $522,000 | +2.8% | 3,800 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $508,000 | +13.4% | 3,800 | +5.4% | 0.03% | +3.1% |
| Q3 2013 | $448,000 | +7.7% | 3,606 | 0.0% | 0.03% | +3.2% |
| Q2 2013 | $416,000 | – | 3,606 | – | 0.03% | – |
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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% |