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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $10,000 | -78.7% | 70 | -69.6% | 0.00% | -70.0% |
| Q4 2019 | $47,000 | +6.8% | 230 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $44,000 | +214.3% | 230 | +228.6% | 0.01% | +233.3% |
| Q2 2019 | $14,000 | -98.3% | 70 | -98.4% | 0.00% | -98.5% |
| Q1 2019 | $838,000 | +20.2% | 4,427 | +5.4% | 0.21% | +2.5% |
| Q4 2018 | $697,000 | -17.9% | 4,200 | -0.5% | 0.20% | -13.4% |
| Q3 2018 | $849,000 | +17.9% | 4,220 | +14.1% | 0.23% | +5.5% |
| Q2 2018 | $720,000 | +7.1% | 3,697 | +3.2% | 0.22% | +3.8% |
| Q1 2018 | $672,000 | -78.9% | 3,584 | -78.6% | 0.21% | -79.7% |
| Q4 2017 | $3,182,000 | +12.0% | 16,766 | +5.6% | 1.05% | +1.2% |
| Q3 2017 | $2,840,000 | +8.9% | 15,874 | +5.9% | 1.03% | -0.1% |
| Q2 2017 | $2,607,000 | +3.3% | 14,986 | +1.7% | 1.04% | +1.5% |
| Q1 2017 | $2,523,000 | +7.6% | 14,735 | +3.9% | 1.02% | -7.9% |
| Q4 2016 | $2,344,000 | +473.1% | 14,178 | +435.6% | 1.11% | +434.8% |
| Q3 2016 | $409,000 | +14.9% | 2,647 | +11.1% | 0.21% | +13.1% |
| Q2 2016 | $356,000 | +4.1% | 2,383 | +0.5% | 0.18% | -12.9% |
| Q1 2016 | $342,000 | +17.1% | 2,370 | +13.3% | 0.21% | -21.3% |
| Q4 2015 | $292,000 | -50.7% | 2,092 | -51.7% | 0.27% | -62.1% |
| Q3 2015 | $592,000 | -13.8% | 4,329 | -5.6% | 0.70% | +7.0% |
| Q2 2015 | $687,000 | -7.9% | 4,585 | -6.5% | 0.66% | +6.3% |
| Q1 2015 | $746,000 | -19.4% | 4,906 | -23.2% | 0.62% | +6.4% |
| Q4 2014 | $925,000 | +8.6% | 6,391 | +2.6% | 0.58% | +3.7% |
| Q3 2014 | $852,000 | +2.5% | 6,228 | +7.2% | 0.56% | -2.6% |
| Q2 2014 | $831,000 | +8.9% | 5,810 | +4.6% | 0.58% | +7.5% |
| Q1 2014 | $763,000 | +7.6% | 5,552 | +4.8% | 0.54% | -3.6% |
| Q4 2013 | $709,000 | – | 5,298 | – | 0.56% | – |
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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% |