ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 944 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,245,237 | -8.6% | 45,098 | -4.1% | 0.30% | -8.0% |
Q2 2023 | $12,301,379 | +12.6% | 47,045 | +7.7% | 0.32% | +4.5% |
Q1 2023 | $10,929,344 | +103603.8% | 43,689 | +0.3% | 0.31% | +2.0% |
Q4 2022 | $10,539 | -99.9% | 43,569 | +0.9% | 0.30% | +3.8% |
Q3 2022 | $9,470,000 | -5.0% | 43,193 | -1.9% | 0.29% | +4.3% |
Q2 2022 | $9,965,000 | -14.9% | 44,049 | +1.0% | 0.28% | -1.1% |
Q1 2022 | $11,703,000 | -11.9% | 43,612 | -7.0% | 0.28% | -9.8% |
Q4 2021 | $13,278,000 | +16.1% | 46,905 | +7.9% | 0.32% | +6.8% |
Q3 2021 | $11,434,000 | +6.7% | 43,461 | +9.0% | 0.30% | +5.4% |
Q2 2021 | $10,717,000 | +3.5% | 39,880 | +0.2% | 0.28% | -2.1% |
Q1 2021 | $10,356,000 | +21.3% | 39,785 | +7.1% | 0.29% | +4.0% |
Q4 2020 | $8,536,000 | +23.2% | 37,141 | -0.7% | 0.28% | 0.0% |
Q3 2020 | $6,930,000 | +8.2% | 37,395 | +3.8% | 0.28% | +2.6% |
Q2 2020 | $6,404,000 | +24.6% | 36,015 | +0.8% | 0.27% | +12.6% |
Q1 2020 | $5,140,000 | -33.6% | 35,730 | -5.0% | 0.24% | -17.4% |
Q4 2019 | $7,743,000 | +6.5% | 37,619 | -0.1% | 0.29% | -9.1% |
Q3 2019 | $7,272,000 | -2.3% | 37,639 | -1.8% | 0.32% | -5.1% |
Q2 2019 | $7,444,000 | +10.6% | 38,320 | +7.8% | 0.33% | +9.5% |
Q1 2019 | $6,732,000 | +15.3% | 35,547 | +1.1% | 0.30% | +8.5% |
Q4 2018 | $5,841,000 | -11.0% | 35,176 | +7.9% | 0.28% | +11.1% |
Q3 2018 | $6,562,000 | +3.2% | 32,598 | -0.1% | 0.25% | -8.3% |
Q2 2018 | $6,358,000 | +5.5% | 32,639 | +1.6% | 0.28% | +1.8% |
Q1 2018 | $6,024,000 | +12.3% | 32,113 | +13.6% | 0.27% | -5.2% |
Q4 2017 | $5,366,000 | +7.9% | 28,276 | +1.7% | 0.29% | -0.7% |
Q3 2017 | $4,972,000 | +11.3% | 27,793 | +8.2% | 0.29% | -0.3% |
Q2 2017 | $4,467,000 | +72.5% | 25,680 | +69.8% | 0.29% | +65.1% |
Q1 2017 | $2,589,000 | +68.8% | 15,120 | +63.0% | 0.18% | +56.2% |
Q4 2016 | $1,534,000 | +238.6% | 9,276 | +216.7% | 0.11% | +143.5% |
Q3 2016 | $453,000 | +8.6% | 2,929 | +5.0% | 0.05% | -6.1% |
Q2 2016 | $417,000 | -16.6% | 2,789 | -19.6% | 0.05% | -19.7% |
Q1 2016 | $500,000 | -51.3% | 3,471 | -52.1% | 0.06% | -9.0% |
Q4 2015 | $1,027,000 | +122.3% | 7,246 | +114.3% | 0.07% | +13.6% |
Q3 2015 | $462,000 | +11.6% | 3,382 | +22.5% | 0.06% | +20.4% |
Q2 2015 | $414,000 | -1.0% | 2,761 | – | 0.05% | -3.9% |
Q1 2015 | $418,000 | -8.9% | 0 | -100.0% | 0.05% | -8.9% |
Q4 2014 | $459,000 | +36.2% | 3,170 | +28.8% | 0.06% | +30.2% |
Q3 2014 | $337,000 | -4.3% | 2,462 | 0.0% | 0.04% | -6.5% |
Q2 2014 | $352,000 | +2.0% | 2,462 | -2.0% | 0.05% | -6.1% |
Q1 2014 | $345,000 | +2.7% | 2,512 | 0.0% | 0.05% | -3.9% |
Q4 2013 | $336,000 | -6.7% | 2,512 | -13.3% | 0.05% | -17.7% |
Q3 2013 | $360,000 | -94.5% | 2,897 | -94.9% | 0.06% | -94.4% |
Q2 2013 | $6,506,000 | – | 56,325 | – | 1.12% | – |
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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% |