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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $636,442 | +2.6% | 2,552 | +7.6% | 0.09% | +2.4% |
Q2 2023 | $620,336 | +6.5% | 2,372 | +1.9% | 0.08% | -1.2% |
Q1 2023 | $582,328 | +13.2% | 2,328 | +9.4% | 0.08% | +4.9% |
Q4 2022 | $514,634 | -26.2% | 2,128 | -33.1% | 0.08% | -30.2% |
Q3 2022 | $697,000 | +2.8% | 3,181 | +6.2% | 0.12% | +9.4% |
Q2 2022 | $678,000 | -6.7% | 2,995 | +10.5% | 0.11% | +19.1% |
Q1 2022 | $727,000 | -5.3% | 2,710 | -0.1% | 0.09% | -2.2% |
Q4 2021 | $768,000 | +5.9% | 2,712 | -1.5% | 0.09% | -9.0% |
Q3 2021 | $725,000 | -1.2% | 2,754 | +0.9% | 0.10% | -1.0% |
Q2 2021 | $734,000 | +58.2% | 2,730 | +53.2% | 0.10% | +38.4% |
Q1 2021 | $464,000 | +4540.0% | 1,782 | +2409.9% | 0.07% | +942.9% |
Q2 2014 | $10,000 | 0.0% | 71 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $10,000 | – | 71 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |