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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $193,028 | -18.9% | 798 | – | 0.07% | -20.9% |
| Q3 2022 | $238,000 | -5.2% | 0 | -100.0% | 0.09% | +9.6% |
| Q2 2022 | $251,000 | -9.4% | 1,109 | +7.3% | 0.08% | -1.2% |
| Q1 2022 | $277,000 | -9.2% | 1,034 | -3.9% | 0.08% | -4.5% |
| Q4 2021 | $305,000 | +7.8% | 1,076 | 0.0% | 0.09% | +2.3% |
| Q3 2021 | $283,000 | -2.1% | 1,076 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $289,000 | +1.8% | 1,076 | -12.8% | 0.09% | -8.4% |
| Q4 2020 | $284,000 | +15.0% | 1,234 | -7.3% | 0.10% | +2.2% |
| Q3 2020 | $247,000 | +4.2% | 1,331 | 0.0% | 0.09% | -2.1% |
| Q2 2020 | $237,000 | +19.1% | 1,331 | -3.6% | 0.10% | +11.8% |
| Q1 2020 | $199,000 | -29.9% | 1,381 | 0.0% | 0.08% | -6.6% |
| Q4 2019 | $284,000 | +10.5% | 1,381 | +3.8% | 0.09% | +7.1% |
| Q3 2019 | $257,000 | -0.8% | 1,331 | 0.0% | 0.08% | -5.6% |
| Q2 2019 | $259,000 | +1.6% | 1,331 | -1.0% | 0.09% | +7.1% |
| Q1 2019 | $255,000 | +3.2% | 1,344 | -9.7% | 0.08% | -1.2% |
| Q4 2018 | $247,000 | -74.0% | 1,489 | -68.5% | 0.08% | -70.6% |
| Q3 2018 | $951,000 | +3.4% | 4,724 | 0.0% | 0.29% | -33.1% |
| Q2 2018 | $920,000 | -6.1% | 4,724 | -9.6% | 0.43% | +40.3% |
| Q1 2018 | $980,000 | -1.1% | 5,224 | 0.0% | 0.31% | -0.3% |
| Q4 2017 | $991,000 | +6.0% | 5,224 | 0.0% | 0.31% | +3.0% |
| Q3 2017 | $935,000 | +37.5% | 5,224 | +31.6% | 0.30% | +27.7% |
| Q1 2017 | $680,000 | +225.4% | 3,970 | +213.6% | 0.24% | +213.3% |
| Q4 2016 | $209,000 | +37.5% | 1,266 | +28.7% | 0.08% | +38.9% |
| Q3 2016 | $152,000 | +3.4% | 984 | 0.0% | 0.05% | +1.9% |
| Q2 2016 | $147,000 | +3.5% | 984 | 0.0% | 0.05% | 0.0% |
| Q1 2016 | $142,000 | +3.6% | 984 | 0.0% | 0.05% | +12.8% |
| Q4 2015 | $137,000 | +38.4% | 984 | +35.9% | 0.05% | +34.3% |
| Q3 2015 | $99,000 | -8.3% | 724 | 0.0% | 0.04% | -5.4% |
| Q2 2015 | $108,000 | -27.5% | 724 | -26.4% | 0.04% | -24.5% |
| Q1 2015 | $149,000 | +2.1% | 984 | 0.0% | 0.05% | 0.0% |
| Q4 2014 | $146,000 | +10.6% | 984 | +6.5% | 0.05% | +2.1% |
| Q3 2014 | $132,000 | +26.9% | 924 | +27.6% | 0.05% | +23.1% |
| Q2 2014 | $104,000 | +4.0% | 724 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $100,000 | +3.1% | 724 | 0.0% | 0.04% | +2.6% |
| Q4 2013 | $97,000 | 0.0% | 724 | -7.7% | 0.04% | -9.5% |
| Q3 2013 | $97,000 | -3.0% | 784 | -9.3% | 0.04% | -10.6% |
| Q2 2013 | $100,000 | – | 864 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 748,496 | $108,824,000 | 42.63% |
| Pachira Investments Inc. | 46,774 | $6,729,000 | 27.00% |
| Leonard Rickey Investment Advisors P.L.L.C. | 228,867 | $32,925,000 | 25.54% |
| HBC Financial Services, PLLC | 150,155 | $20,335,000 | 23.05% |
| Affiance Financial, LLC | 179,372 | $25,804,000 | 17.79% |
| Lee Financial Co | 365,578 | $52,592,000 | 17.45% |
| Millburn Ridgefield Corp | 2,025,674 | $291,413,000 | 17.42% |
| Independent Order of Foresters | 101,500 | $14,602,000 | 17.16% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,694 | $44,984,000 | 16.72% |
| LVZ, Inc. | 457,036 | $65,749,000 | 16.06% |