ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 529 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,456,989 | +3.2% | 13,864 | +8.3% | 0.13% | -0.7% |
| Q2 2023 | $3,348,252 | +9.6% | 12,805 | +4.9% | 0.13% | +8.9% |
| Q1 2023 | $3,053,953 | +58.9% | 12,208 | +53.7% | 0.12% | +57.7% |
| Q4 2022 | $1,921,574 | +19.2% | 7,944 | +8.0% | 0.08% | +11.4% |
| Q3 2022 | $1,612,000 | +0.6% | 7,354 | +3.8% | 0.07% | 0.0% |
| Q2 2022 | $1,603,000 | -17.3% | 7,087 | -1.9% | 0.07% | -12.5% |
| Q1 2022 | $1,938,000 | +7.7% | 7,221 | +13.6% | 0.08% | +3.9% |
| Q4 2021 | $1,799,000 | +94.9% | 6,356 | +81.2% | 0.08% | +79.1% |
| Q3 2021 | $923,000 | +8.8% | 3,507 | +11.2% | 0.04% | +10.3% |
| Q2 2021 | $848,000 | +21.0% | 3,155 | +17.1% | 0.04% | +18.2% |
| Q1 2021 | $701,000 | -4.5% | 2,694 | -15.7% | 0.03% | -15.4% |
| Q4 2020 | $734,000 | +32.7% | 3,194 | +7.0% | 0.04% | +14.7% |
| Q3 2020 | $553,000 | +121.2% | 2,984 | +112.4% | 0.03% | +126.7% |
| Q2 2020 | $250,000 | -7.4% | 1,405 | -25.1% | 0.02% | -25.0% |
| Q1 2020 | $270,000 | -30.1% | 1,875 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $386,000 | +1.0% | 1,875 | -5.3% | 0.02% | 0.0% |
| Q3 2019 | $382,000 | -0.3% | 1,979 | +0.5% | 0.02% | -4.8% |
| Q2 2019 | $383,000 | +2.7% | 1,970 | 0.0% | 0.02% | +5.0% |
| Q1 2019 | $373,000 | +14.1% | 1,970 | 0.0% | 0.02% | +11.1% |
| Q4 2018 | $327,000 | -11.9% | 1,970 | +7.0% | 0.02% | +5.9% |
| Q3 2018 | $371,000 | -0.8% | 1,841 | -4.2% | 0.02% | -5.6% |
| Q2 2018 | $374,000 | +3.9% | 1,921 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $360,000 | +2.0% | 1,921 | +3.2% | 0.02% | +5.6% |
| Q4 2017 | $353,000 | +6.0% | 1,861 | 0.0% | 0.02% | -14.3% |
| Q3 2017 | $333,000 | +2.8% | 1,861 | 0.0% | 0.02% | -4.5% |
| Q2 2017 | $324,000 | +1.6% | 1,861 | 0.0% | 0.02% | +10.0% |
| Q1 2017 | $319,000 | +3.6% | 1,861 | 0.0% | 0.02% | +5.3% |
| Q4 2016 | $308,000 | +2.7% | 1,861 | -3.9% | 0.02% | -13.6% |
| Q3 2016 | $300,000 | -6.8% | 1,936 | -10.1% | 0.02% | 0.0% |
| Q2 2016 | $322,000 | +25.8% | 2,153 | +21.4% | 0.02% | +37.5% |
| Q1 2016 | $256,000 | +3.6% | 1,773 | 0.0% | 0.02% | +6.7% |
| Q4 2015 | $247,000 | +2.1% | 1,773 | 0.0% | 0.02% | +7.1% |
| Q3 2015 | $242,000 | +1.3% | 1,773 | +11.3% | 0.01% | 0.0% |
| Q2 2015 | $239,000 | -1.2% | 1,593 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $242,000 | -1.2% | 1,593 | -5.9% | 0.01% | -6.7% |
| Q4 2014 | $245,000 | -6.8% | 1,693 | -12.0% | 0.02% | 0.0% |
| Q3 2014 | $263,000 | -4.4% | 1,923 | 0.0% | 0.02% | -11.8% |
| Q2 2014 | $275,000 | +4.2% | 1,923 | 0.0% | 0.02% | +13.3% |
| Q1 2014 | $264,000 | +2.7% | 1,923 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $257,000 | +2.8% | 1,923 | -4.5% | 0.02% | -6.2% |
| Q3 2013 | $250,000 | +7.3% | 2,013 | 0.0% | 0.02% | +6.7% |
| Q2 2013 | $233,000 | – | 2,013 | – | 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% |