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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,782,000 | -52.8% | 12,384 | -32.5% | 0.81% | -33.9% |
| Q4 2019 | $3,776,000 | -0.6% | 18,344 | -6.7% | 1.23% | -5.3% |
| Q3 2019 | $3,798,000 | -1.6% | 19,654 | -1.1% | 1.30% | -4.5% |
| Q2 2019 | $3,860,000 | +2.6% | 19,868 | +0.0% | 1.36% | +1.3% |
| Q1 2019 | $3,762,000 | +13.0% | 19,865 | -0.9% | 1.34% | +0.4% |
| Q4 2018 | $3,330,000 | -19.3% | 20,054 | -2.2% | 1.34% | -8.8% |
| Q3 2018 | $4,127,000 | +0.3% | 20,504 | -2.9% | 1.47% | -4.2% |
| Q2 2018 | $4,115,000 | +1.6% | 21,126 | -2.2% | 1.53% | -0.6% |
| Q1 2018 | $4,050,000 | -1.9% | 21,594 | -0.8% | 1.54% | +4.0% |
| Q4 2017 | $4,130,000 | +0.9% | 21,761 | -4.9% | 1.48% | -2.7% |
| Q3 2017 | $4,094,000 | +3.1% | 22,886 | +0.3% | 1.52% | -9.6% |
| Q2 2017 | $3,971,000 | +0.4% | 22,826 | -1.2% | 1.68% | +6.6% |
| Q1 2017 | $3,956,000 | +1.9% | 23,102 | -1.7% | 1.58% | -6.1% |
| Q4 2016 | $3,884,000 | +6.3% | 23,493 | -0.6% | 1.68% | +3.6% |
| Q3 2016 | $3,655,000 | -1.1% | 23,623 | -4.5% | 1.62% | -2.2% |
| Q2 2016 | $3,694,000 | +3.7% | 24,725 | +0.1% | 1.66% | -0.7% |
| Q1 2016 | $3,563,000 | +3.7% | 24,708 | +0.2% | 1.67% | -5.9% |
| Q4 2015 | $3,436,000 | -2.0% | 24,660 | -3.9% | 1.78% | -5.5% |
| Q3 2015 | $3,506,000 | -9.3% | 25,666 | -0.4% | 1.88% | -2.8% |
| Q2 2015 | $3,865,000 | -2.3% | 25,767 | -1.0% | 1.93% | -0.7% |
| Q1 2015 | $3,956,000 | +3.5% | 26,028 | -1.4% | 1.95% | -0.6% |
| Q4 2014 | $3,824,000 | +6.1% | 26,406 | +0.2% | 1.96% | +1.4% |
| Q3 2014 | $3,604,000 | -6.6% | 26,359 | -2.2% | 1.93% | -3.2% |
| Q2 2014 | $3,857,000 | +1.9% | 26,957 | -2.1% | 2.00% | -3.1% |
| Q1 2014 | $3,784,000 | +0.2% | 27,528 | -2.5% | 2.06% | -4.4% |
| Q4 2013 | $3,777,000 | +8.0% | 28,230 | +0.2% | 2.15% | +1.0% |
| Q3 2013 | $3,498,000 | +7.8% | 28,175 | +0.7% | 2.13% | +6.8% |
| Q2 2013 | $3,245,000 | – | 27,985 | – | 2.00% | – |
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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% |