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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $11,245,000 | +7.4% | 39,723 | -0.2% | 0.74% | -9.5% |
| Q3 2021 | $10,470,000 | +5.0% | 39,799 | +7.2% | 0.82% | +2.3% |
| Q2 2021 | $9,975,000 | -10.9% | 37,119 | -13.7% | 0.80% | -19.6% |
| Q1 2021 | $11,191,000 | +4.7% | 42,998 | -7.6% | 0.99% | -2.9% |
| Q4 2020 | $10,693,000 | +43.5% | 46,526 | +15.7% | 1.02% | +27.7% |
| Q3 2020 | $7,451,000 | -16.3% | 40,206 | -19.7% | 0.80% | -22.8% |
| Q2 2020 | $8,907,000 | +53.4% | 50,093 | +24.1% | 1.04% | +38.7% |
| Q1 2020 | $5,808,000 | -19.4% | 40,374 | +15.4% | 0.75% | +0.8% |
| Q4 2019 | $7,203,000 | +10.2% | 34,998 | +3.4% | 0.74% | +4.6% |
| Q3 2019 | $6,538,000 | +5.8% | 33,832 | +6.3% | 0.71% | +7.3% |
| Q2 2019 | $6,180,000 | +488.6% | 31,815 | +473.7% | 0.66% | +148.9% |
| Q1 2019 | $1,050,000 | -81.6% | 5,546 | -83.8% | 0.27% | -77.6% |
| Q4 2018 | $5,699,000 | +1632.2% | 34,319 | +2002.9% | 1.18% | +674.5% |
| Q3 2018 | $329,000 | -65.5% | 1,632 | -66.7% | 0.15% | -58.3% |
| Q2 2018 | $955,000 | -77.8% | 4,902 | -78.6% | 0.37% | -59.5% |
| Q1 2018 | $4,299,000 | +305.9% | 22,920 | +310.8% | 0.91% | +100.2% |
| Q4 2017 | $1,059,000 | -13.2% | 5,579 | -17.1% | 0.45% | +33.2% |
| Q3 2017 | $1,220,000 | -99.9% | 6,726 | -22.9% | 0.34% | -8.4% |
| Q2 2017 | $1,517,000,000 | +58.0% | 8,719 | +56.7% | 0.37% | +39.0% |
| Q1 2017 | $960,000,000 | -60.4% | 5,563 | -62.1% | 0.27% | -37.3% |
| Q4 2016 | $2,424,000,000 | +81819.6% | 14,662 | -23.3% | 0.43% | -20.2% |
| Q3 2016 | $2,959,000 | +136.5% | 19,123 | +128.3% | 0.53% | +34.5% |
| Q2 2016 | $1,251,000 | +133.0% | 8,376 | +124.9% | 0.40% | +110.1% |
| Q1 2016 | $537,000 | +3.3% | 3,725 | -0.2% | 0.19% | -2.6% |
| Q4 2015 | $520,000 | -55.2% | 3,734 | -56.1% | 0.19% | -53.4% |
| Q3 2015 | $1,162,000 | -15.9% | 8,510 | -7.6% | 0.42% | -12.6% |
| Q2 2015 | $1,381,000 | +12.4% | 9,210 | +13.8% | 0.48% | +20.8% |
| Q1 2015 | $1,229,000 | +4.7% | 8,093 | -0.2% | 0.39% | +1.0% |
| Q4 2014 | $1,174,000 | -52.1% | 8,108 | -54.8% | 0.39% | -20.1% |
| Q3 2014 | $2,451,000 | +2853.0% | 17,924 | +2862.6% | 0.49% | +1034.9% |
| Q2 2014 | $83,000 | – | 605 | – | 0.04% | – |
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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% |