ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 634 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,596,517 | -0.5% | 6,403 | +4.4% | 0.08% | -1.2% |
| Q2 2023 | $1,604,106 | -36.4% | 6,135 | -39.1% | 0.08% | -40.4% |
| Q1 2023 | $2,520,800 | +71.1% | 10,077 | +65.4% | 0.14% | +54.5% |
| Q4 2022 | $1,473,576 | -33.0% | 6,092 | -39.3% | 0.09% | -36.2% |
| Q3 2022 | $2,201,000 | +61.0% | 10,036 | +66.2% | 0.14% | +53.3% |
| Q2 2022 | $1,367,000 | +421.8% | 6,040 | +499.2% | 0.09% | +462.5% |
| Q1 2021 | $262,000 | -40.3% | 1,008 | -65.7% | 0.02% | -75.8% |
| Q2 2016 | $439,000 | +3.3% | 2,937 | -0.3% | 0.07% | +1.5% |
| Q1 2016 | $425,000 | -1.6% | 2,945 | -5.1% | 0.06% | +4.8% |
| Q4 2015 | $432,000 | +2.1% | 3,103 | +0.3% | 0.06% | -16.2% |
| Q3 2015 | $423,000 | -3.4% | 3,094 | +6.0% | 0.07% | +27.6% |
| Q2 2015 | $438,000 | +0.5% | 2,918 | +1.7% | 0.06% | 0.0% |
| Q1 2015 | $436,000 | -3.5% | 2,870 | -8.0% | 0.06% | -7.9% |
| Q4 2014 | $452,000 | – | 3,119 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |