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 | $1,449,721 | -2.1% | 5,814 | +2.6% | 0.13% | +4.8% |
| Q2 2023 | $1,481,545 | -2.7% | 5,666 | -6.9% | 0.13% | -7.4% |
| Q1 2023 | $1,522,473 | -3.5% | 6,086 | -6.7% | 0.14% | -9.9% |
| Q4 2022 | $1,578,332 | +10.1% | 6,525 | -0.2% | 0.15% | -5.0% |
| Q3 2022 | $1,434,000 | -3.2% | 6,540 | -0.2% | 0.16% | +6.7% |
| Q2 2022 | $1,482,000 | -25.8% | 6,551 | -12.0% | 0.15% | -13.4% |
| Q1 2022 | $1,998,000 | -5.4% | 7,446 | -0.1% | 0.17% | -3.9% |
| Q4 2021 | $2,111,000 | +7.5% | 7,456 | -0.1% | 0.18% | -5.8% |
| Q3 2021 | $1,963,000 | -0.5% | 7,464 | +1.7% | 0.19% | -3.6% |
| Q2 2021 | $1,972,000 | +7.5% | 7,341 | +4.2% | 0.20% | -5.3% |
| Q1 2021 | $1,834,000 | +13.1% | 7,045 | -0.1% | 0.21% | -1.0% |
| Q4 2020 | $1,621,000 | +28.3% | 7,053 | +3.4% | 0.21% | +2.4% |
| Q3 2020 | $1,263,000 | +4.2% | 6,818 | 0.0% | 0.20% | -6.0% |
| Q2 2020 | $1,212,000 | +19.6% | 6,818 | -3.1% | 0.22% | -8.4% |
| Q1 2020 | $1,013,000 | -30.7% | 7,036 | -1.4% | 0.24% | -7.4% |
| Q4 2019 | $1,462,000 | +6.5% | 7,137 | +0.5% | 0.26% | -3.4% |
| Q3 2019 | $1,373,000 | +0.1% | 7,104 | +0.6% | 0.27% | +1.9% |
| Q2 2019 | $1,372,000 | +2.3% | 7,061 | -0.3% | 0.26% | -5.1% |
| Q1 2019 | $1,341,000 | +14.0% | 7,082 | 0.0% | 0.28% | +2.6% |
| Q4 2018 | $1,176,000 | -15.1% | 7,082 | +2.9% | 0.27% | -3.2% |
| Q3 2018 | $1,385,000 | +81.8% | 6,882 | +75.9% | 0.28% | +75.3% |
| Q2 2018 | $762,000 | +6.3% | 3,913 | +2.0% | 0.16% | -7.6% |
| Q1 2018 | $717,000 | -3.0% | 3,837 | -1.4% | 0.17% | -1.7% |
| Q4 2017 | $739,000 | +67.6% | 3,892 | +52.4% | 0.17% | +54.0% |
| Q3 2017 | $441,000 | -0.7% | 2,553 | 0.0% | 0.11% | -7.4% |
| Q2 2017 | $444,000 | -6.7% | 2,553 | -8.3% | 0.12% | -11.6% |
| Q1 2017 | $476,000 | +6.7% | 2,783 | +1.4% | 0.14% | -6.1% |
| Q4 2016 | $446,000 | +4.9% | 2,745 | 0.0% | 0.15% | 0.0% |
| Q3 2016 | $425,000 | +12.7% | 2,745 | +8.7% | 0.15% | +4.3% |
| Q2 2016 | $377,000 | -1.8% | 2,526 | -5.3% | 0.14% | -7.8% |
| Q1 2016 | $384,000 | +82.0% | 2,666 | +75.6% | 0.15% | +73.9% |
| Q4 2015 | $211,000 | +170.5% | 1,518 | +181.1% | 0.09% | +91.3% |
| Q3 2014 | $78,000 | – | 540 | – | 0.05% | – |
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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% |