ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 637 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $770 | +4.1% | 3,090 | +9.2% | 0.08% | +3.8% |
| Q2 2023 | $740 | +3.9% | 2,830 | -0.5% | 0.08% | 0.0% |
| Q1 2023 | $712 | -1.7% | 2,845 | -5.0% | 0.08% | -2.5% |
| Q4 2022 | $724 | -99.8% | 2,995 | +60.7% | 0.08% | +81.8% |
| Q3 2022 | $409,000 | +12.7% | 1,864 | +16.1% | 0.04% | -8.3% |
| Q2 2022 | $363,000 | -15.8% | 1,605 | 0.0% | 0.05% | +9.1% |
| Q1 2022 | $431,000 | -19.3% | 1,605 | -14.9% | 0.04% | 0.0% |
| Q4 2021 | $534,000 | +7.7% | 1,885 | 0.0% | 0.04% | +7.3% |
| Q3 2021 | $496,000 | +0.4% | 1,885 | +2.4% | 0.04% | -2.4% |
| Q2 2021 | $494,000 | -87.2% | 1,840 | -60.2% | 0.04% | -90.4% |
| Q2 2016 | $3,857,000 | +1054.8% | 4,626 | +100.0% | 0.44% | +410.5% |
| Q1 2016 | $334,000 | +3.7% | 2,313 | 0.0% | 0.09% | +8.9% |
| Q4 2015 | $322,000 | +1.9% | 2,313 | 0.0% | 0.08% | +3.9% |
| Q3 2015 | $316,000 | -42.6% | 2,313 | -37.0% | 0.08% | +8.6% |
| Q2 2015 | $551,000 | -1.3% | 3,672 | 0.0% | 0.07% | +11.1% |
| Q1 2015 | $558,000 | +4.9% | 3,672 | 0.0% | 0.06% | +80.0% |
| Q4 2014 | $532,000 | +15.2% | 3,672 | +8.6% | 0.04% | +12.9% |
| Q3 2014 | $462,000 | +15.8% | 3,382 | +21.3% | 0.03% | +19.2% |
| Q2 2014 | $399,000 | +45.1% | 2,788 | +39.4% | 0.03% | +36.8% |
| Q1 2014 | $275,000 | +2.6% | 2,000 | 0.0% | 0.02% | -29.6% |
| Q4 2013 | $268,000 | +8.1% | 2,000 | 0.0% | 0.03% | +50.0% |
| Q3 2013 | $248,000 | +7.4% | 2,000 | 0.0% | 0.02% | +5.9% |
| Q2 2013 | $231,000 | – | 2,000 | – | 0.02% | – |
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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% |