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 | $945,242 | -4.3% | 3,791 | +0.4% | 0.06% | -3.0% |
| Q2 2023 | $987,303 | -9.4% | 3,776 | -13.3% | 0.07% | -12.0% |
| Q1 2023 | $1,089,654 | +3.9% | 4,356 | +0.5% | 0.08% | +2.7% |
| Q4 2022 | $1,048,614 | +9.7% | 4,335 | -0.6% | 0.07% | 0.0% |
| Q3 2022 | $956,000 | -3.7% | 4,360 | -0.6% | 0.07% | +2.8% |
| Q2 2022 | $993,000 | -15.6% | 4,388 | +0.1% | 0.07% | -1.4% |
| Q1 2022 | $1,177,000 | -4.1% | 4,385 | +1.2% | 0.07% | -4.0% |
| Q4 2021 | $1,227,000 | +6.7% | 4,333 | -0.7% | 0.08% | +4.2% |
| Q3 2021 | $1,150,000 | -3.0% | 4,364 | -1.0% | 0.07% | -13.3% |
| Q2 2021 | $1,185,000 | +3.0% | 4,408 | +0.1% | 0.08% | -5.7% |
| Q1 2021 | $1,151,000 | +23.0% | 4,403 | +8.3% | 0.09% | +11.4% |
| Q4 2020 | $936,000 | +4.9% | 4,066 | -15.5% | 0.08% | -6.0% |
| Q3 2020 | $892,000 | -37.7% | 4,811 | -40.5% | 0.08% | -44.7% |
| Q2 2020 | $1,431,000 | +12.7% | 8,080 | -8.3% | 0.15% | -17.8% |
| Q1 2020 | $1,270,000 | -29.6% | 8,816 | +0.5% | 0.18% | +2.2% |
| Q4 2019 | $1,804,000 | +3.1% | 8,776 | -2.9% | 0.18% | -6.2% |
| Q3 2019 | $1,749,000 | +5.5% | 9,038 | +5.9% | 0.19% | -8.1% |
| Q2 2019 | $1,658,000 | +6.2% | 8,536 | +3.8% | 0.21% | -0.9% |
| Q1 2019 | $1,561,000 | +16.0% | 8,226 | +1.1% | 0.21% | +0.5% |
| Q4 2018 | $1,346,000 | -16.0% | 8,137 | +1.9% | 0.21% | +7.7% |
| Q3 2018 | $1,603,000 | +6.9% | 7,988 | +4.2% | 0.20% | -3.0% |
| Q2 2018 | $1,500,000 | -3.8% | 7,668 | -7.8% | 0.20% | -1.9% |
| Q1 2018 | $1,560,000 | +2.8% | 8,318 | +4.2% | 0.21% | +2.5% |
| Q4 2017 | $1,518,000 | +9.3% | 7,982 | +3.1% | 0.20% | 0.0% |
| Q3 2017 | $1,389,000 | +2.6% | 7,740 | -0.8% | 0.20% | -10.7% |
| Q2 2017 | $1,354,000 | +16.2% | 7,800 | +14.5% | 0.22% | +14.2% |
| Q1 2017 | $1,165,000 | -3.6% | 6,812 | -6.6% | 0.20% | -1.0% |
| Q4 2016 | $1,208,000 | +34.8% | 7,295 | +26.0% | 0.20% | +32.7% |
| Q3 2016 | $896,000 | +5.5% | 5,789 | +1.5% | 0.15% | +0.7% |
| Q2 2016 | $849,000 | +26.3% | 5,701 | +22.4% | 0.15% | +23.1% |
| Q1 2016 | $672,000 | +3.5% | 4,657 | +0.1% | 0.12% | +1.7% |
| Q4 2015 | $649,000 | +4.0% | 4,652 | +1.6% | 0.12% | +3.5% |
| Q3 2015 | $624,000 | -13.1% | 4,578 | -4.4% | 0.12% | -1.7% |
| Q2 2015 | $718,000 | +3.9% | 4,787 | +5.0% | 0.12% | +1.7% |
| Q1 2015 | $691,000 | -5.0% | 4,560 | -9.1% | 0.12% | -6.5% |
| Q4 2014 | $727,000 | +4.3% | 5,017 | -1.9% | 0.12% | +3.4% |
| Q3 2014 | $697,000 | -18.5% | 5,112 | -14.4% | 0.12% | -17.4% |
| Q2 2014 | $855,000 | +87.9% | 5,975 | +80.7% | 0.14% | +25.2% |
| Q1 2014 | $455,000 | – | 3,307 | – | 0.12% | – |
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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% |