ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $143,626 | -4.6% | 576 | 0.0% | 0.00% | -25.0% |
Q2 2023 | $150,612 | +2051.6% | 576 | +2033.3% | 0.00% | – |
Q4 2022 | $7,000 | -94.9% | 27 | -96.3% | 0.00% | -100.0% |
Q3 2020 | $137,000 | +4.6% | 739 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $131,000 | +23.6% | 739 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $106,000 | -30.3% | 739 | 0.0% | 0.00% | -33.3% |
Q4 2019 | $152,000 | +6.3% | 739 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $143,000 | -0.7% | 739 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $144,000 | +2.9% | 739 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $140,000 | +13.8% | 739 | 0.0% | 0.01% | +20.0% |
Q4 2018 | $123,000 | -37.2% | 739 | -28.5% | 0.01% | +25.0% |
Q4 2017 | $196,000 | -51.5% | 1,034 | -54.2% | 0.00% | -71.4% |
Q3 2017 | $404,000 | -55.2% | 2,260 | -56.4% | 0.01% | -54.8% |
Q2 2017 | $901,000 | +164.2% | 5,180 | +160.3% | 0.03% | +158.3% |
Q1 2017 | $341,000 | -7.3% | 1,990 | -10.5% | 0.01% | +9.1% |
Q4 2016 | $368,000 | -49.7% | 2,224 | -52.9% | 0.01% | -47.6% |
Q3 2016 | $731,000 | +1.5% | 4,724 | -2.0% | 0.02% | 0.0% |
Q2 2016 | $720,000 | +155.3% | 4,818 | +146.6% | 0.02% | +133.3% |
Q1 2016 | $282,000 | +22.6% | 1,954 | +18.8% | 0.01% | +28.6% |
Q4 2015 | $230,000 | +2.2% | 1,645 | 0.0% | 0.01% | -22.2% |
Q3 2015 | $225,000 | +13.1% | 1,645 | +24.2% | 0.01% | +28.6% |
Q2 2015 | $199,000 | +161.8% | 1,325 | +166.6% | 0.01% | +133.3% |
Q1 2015 | $76,000 | +5.6% | 497 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $72,000 | -29.4% | 497 | -33.3% | 0.00% | -25.0% |
Q3 2014 | $102,000 | -4.7% | 745 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $107,000 | +4.9% | 745 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $102,000 | -15.0% | 745 | -16.9% | 0.00% | -20.0% |
Q4 2013 | $120,000 | – | 897 | – | 0.01% | – |
Download |
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% |