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 | $271,792 | -96.6% | 1,090 | -97.5% | 0.00% | -98.3% |
| Q3 2017 | $7,917,000 | +3.1% | 44,251 | +0.3% | 0.18% | -2.2% |
| Q2 2017 | $7,677,000 | +1.6% | 44,135 | 0.0% | 0.18% | -2.1% |
| Q1 2017 | $7,557,000 | +3.6% | 44,135 | 0.0% | 0.19% | -0.5% |
| Q4 2016 | $7,297,000 | +5.6% | 44,135 | -1.2% | 0.19% | +5.6% |
| Q3 2016 | $6,913,000 | +3.6% | 44,685 | 0.0% | 0.18% | 0.0% |
| Q2 2016 | $6,675,000 | +4.2% | 44,685 | +0.5% | 0.18% | +6.6% |
| Q1 2016 | $6,409,000 | +3.5% | 44,445 | 0.0% | 0.17% | 0.0% |
| Q4 2015 | $6,195,000 | +2.0% | 44,445 | 0.0% | 0.17% | -7.7% |
| Q3 2015 | $6,072,000 | -8.9% | 44,445 | 0.0% | 0.18% | -66.0% |
| Q2 2015 | $6,666,000 | -1.3% | 44,445 | 0.0% | 0.53% | +202.3% |
| Q1 2015 | $6,755,000 | +6.3% | 44,445 | +1.3% | 0.18% | +5.4% |
| Q4 2014 | $6,356,000 | +5.9% | 43,895 | 0.0% | 0.17% | +7.7% |
| Q3 2014 | $6,002,000 | +26.4% | 43,895 | +32.2% | 0.16% | +30.3% |
| Q2 2014 | $4,750,000 | +4.1% | 33,195 | 0.0% | 0.12% | -4.8% |
| Q1 2014 | $4,563,000 | +2.7% | 33,195 | 0.0% | 0.12% | -4.6% |
| Q4 2013 | $4,443,000 | – | 33,195 | – | 0.13% | – |
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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% |