ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 561 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.15 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $128,000 | +166.7% | 558 | +117.1% | 0.02% | +100.0% |
Q3 2020 | $48,000 | -7.7% | 257 | -13.2% | 0.01% | -14.3% |
Q2 2020 | $52,000 | +100.0% | 296 | +66.3% | 0.01% | +55.6% |
Q1 2020 | $26,000 | -51.9% | 178 | -29.9% | 0.01% | -35.7% |
Q4 2019 | $54,000 | -32.5% | 254 | -38.6% | 0.01% | -36.4% |
Q3 2019 | $80,000 | -2.4% | 414 | 0.0% | 0.02% | -4.3% |
Q2 2019 | $82,000 | +70.8% | 414 | +63.0% | 0.02% | +64.3% |
Q1 2019 | $48,000 | +9.1% | 254 | 0.0% | 0.01% | -6.7% |
Q4 2018 | $44,000 | -15.4% | 254 | 0.0% | 0.02% | -6.2% |
Q3 2018 | $52,000 | +4.0% | 254 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $50,000 | -99.9% | 254 | 0.0% | 0.02% | +6.7% |
Q1 2018 | $47,456,000 | -1.2% | 254 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $48,016,000 | +51.6% | 254 | +42.7% | 0.02% | +50.0% |
Q3 2017 | $31,666,000 | -73.4% | 178 | -74.1% | 0.01% | -69.7% |
Q2 2017 | $119,010,000 | +77.3% | 686 | +75.0% | 0.03% | +57.1% |
Q1 2017 | $67,120,000 | -7.1% | 392 | -10.5% | 0.02% | -4.5% |
Q4 2016 | $72,254,000 | -54.1% | 438 | -79.6% | 0.02% | -4.3% |
Q3 2016 | $157,496,000 | +157.8% | 2,144 | +422.9% | 0.02% | +27.8% |
Q2 2016 | $61,102,000 | +3.6% | 410 | +0.2% | 0.02% | 0.0% |
Q1 2016 | $58,974,000 | -12.0% | 409 | -15.1% | 0.02% | -5.3% |
Q4 2015 | $67,014,000 | +75.8% | 482 | +72.1% | 0.02% | +58.3% |
Q3 2015 | $38,116,000 | +11.0% | 280 | +21.7% | 0.01% | +20.0% |
Q2 2015 | $34,348,000 | -1.3% | 230 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $34,806,000 | +5.0% | 230 | 0.0% | 0.01% | +11.1% |
Q4 2014 | $33,160,000 | +5.9% | 230 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $31,316,000 | -4.4% | 230 | +0.4% | 0.01% | -18.2% |
Q2 2014 | $32,766,000 | +4.1% | 229 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $31,481,000 | +101451.6% | 229 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $31,000 | – | 229 | – | 0.01% | – |
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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% |