ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,485,145 | -7.7% | 50,072 | -3.2% | 2.78% | -1.6% |
| Q2 2023 | $13,526,734 | +8.7% | 51,731 | +4.0% | 2.82% | +10.7% |
| Q1 2023 | $12,443,418 | +104987.6% | 49,742 | +1.6% | 2.55% | +0.2% |
| Q4 2022 | $11,841 | -99.9% | 48,953 | -3.6% | 2.54% | -7.0% |
| Q3 2022 | $11,132,000 | -2.3% | 50,771 | +0.8% | 2.73% | +0.2% |
| Q2 2022 | $11,389,000 | -15.1% | 50,345 | +0.7% | 2.73% | -19.6% |
| Q1 2022 | $13,421,000 | -4.2% | 50,014 | +1.0% | 3.39% | -3.6% |
| Q4 2021 | $14,011,000 | +6.1% | 49,496 | -1.4% | 3.52% | -4.7% |
| Q3 2021 | $13,211,000 | -0.5% | 50,218 | +1.6% | 3.69% | +1.2% |
| Q2 2021 | $13,279,000 | -7.1% | 49,413 | -10.1% | 3.65% | -11.6% |
| Q1 2021 | $14,299,000 | -3.0% | 54,938 | -14.3% | 4.13% | -8.8% |
| Q4 2020 | $14,736,000 | +23.7% | 64,117 | -0.3% | 4.53% | +1.3% |
| Q3 2020 | $11,917,000 | -6.3% | 64,307 | -10.0% | 4.47% | +5.0% |
| Q2 2020 | $12,712,000 | +26.2% | 71,486 | +2.1% | 4.26% | +1.9% |
| Q1 2020 | $10,072,000 | -17.0% | 70,014 | +18.7% | 4.18% | +1.1% |
| Q4 2019 | $12,140,000 | +6.5% | 58,983 | -0.0% | 4.14% | -5.7% |
| Q3 2019 | $11,399,000 | 0.0% | 58,991 | +0.5% | 4.38% | +1.7% |
| Q2 2019 | $11,399,000 | +3.6% | 58,677 | +1.0% | 4.31% | -1.0% |
| Q1 2019 | $11,001,000 | +66.2% | 58,085 | +45.7% | 4.35% | +74.1% |
| Q4 2018 | $6,621,000 | -25.1% | 39,868 | -9.2% | 2.50% | -25.7% |
| Q3 2018 | $8,841,000 | +0.1% | 43,923 | -3.2% | 3.37% | -11.8% |
| Q2 2018 | $8,835,000 | +6.5% | 45,361 | +2.6% | 3.82% | +2.8% |
| Q1 2018 | $8,294,000 | -32.0% | 44,221 | -31.1% | 3.72% | -26.7% |
| Q4 2017 | $12,189,000 | +7.3% | 64,225 | +1.2% | 5.07% | +2.5% |
| Q3 2017 | $11,357,000 | +5.4% | 63,483 | +2.4% | 4.95% | +0.9% |
| Q2 2017 | $10,780,000 | +5.5% | 61,973 | +3.9% | 4.91% | -3.0% |
| Q1 2017 | $10,216,000 | +3.1% | 59,664 | -0.4% | 5.06% | -2.2% |
| Q4 2016 | $9,909,000 | -83.5% | 59,928 | +546.4% | 5.18% | +150.1% |
| Q3 2016 | $59,924,000 | +501.8% | 9,271 | -86.1% | 2.07% | -62.2% |
| Q2 2016 | $9,958,000 | +3.2% | 66,656 | -0.4% | 5.48% | +0.8% |
| Q1 2016 | $9,648,000 | -17.3% | 66,914 | -20.1% | 5.43% | -6.8% |
| Q4 2015 | $11,670,000 | +12.0% | 83,767 | +9.9% | 5.83% | -6.1% |
| Q3 2015 | $10,416,000 | -11.1% | 76,245 | -2.4% | 6.21% | -16.5% |
| Q2 2015 | $11,715,000 | -1.9% | 78,111 | -0.6% | 7.44% | -2.1% |
| Q1 2015 | $11,945,000 | +251.5% | 78,598 | +234.9% | 7.60% | +176.8% |
| Q4 2014 | $3,398,000 | +6.8% | 23,469 | +0.9% | 2.74% | +10.2% |
| Q3 2014 | $3,181,000 | -7.5% | 23,266 | -3.2% | 2.49% | -8.2% |
| Q2 2014 | $3,439,000 | +2.4% | 24,038 | -1.6% | 2.71% | -0.2% |
| Q1 2014 | $3,357,000 | -71.3% | 24,418 | -72.0% | 2.72% | -70.9% |
| Q4 2013 | $11,677,000 | +6.7% | 87,262 | -1.0% | 9.33% | -2.0% |
| Q3 2013 | $10,943,000 | – | 88,149 | – | 9.52% | – |
Download | ||||||
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% |