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 | $578 | -4.6% | 2,317 | 0.0% | 0.07% | +2.9% |
| Q2 2023 | $606 | -99.9% | 2,317 | -5.1% | 0.07% | +1.5% |
| Q4 2021 | $691,000 | +9.2% | 2,442 | +1.5% | 0.07% | +1.5% |
| Q3 2021 | $633,000 | +138.0% | 2,406 | +143.0% | 0.07% | +139.3% |
| Q2 2021 | $266,000 | +8.6% | 990 | -21.9% | 0.03% | -17.6% |
| Q3 2019 | $245,000 | -3.9% | 1,268 | -6.9% | 0.03% | -8.1% |
| Q1 2018 | $255,000 | -1.2% | 1,362 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $258,000 | +5.7% | 1,362 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $244,000 | +1.2% | 1,362 | -1.8% | 0.04% | -2.6% |
| Q2 2017 | $241,000 | -28.5% | 1,387 | -29.5% | 0.04% | -32.1% |
| Q1 2017 | $337,000 | +1.8% | 1,967 | -1.6% | 0.06% | -1.8% |
| Q4 2016 | $331,000 | +2.5% | 2,000 | -4.1% | 0.06% | +1.8% |
| Q3 2016 | $323,000 | +3.9% | 2,085 | 0.0% | 0.06% | -6.7% |
| Q2 2016 | $311,000 | +10.7% | 2,085 | +6.9% | 0.06% | +7.1% |
| Q1 2016 | $281,000 | +5.6% | 1,950 | 0.0% | 0.06% | -6.7% |
| Q3 2015 | $266,000 | +18.8% | 1,950 | +32.2% | 0.06% | +25.0% |
| Q1 2015 | $224,000 | +10.9% | 1,475 | 0.0% | 0.05% | -2.0% |
| Q3 2014 | $202,000 | -0.5% | 1,475 | 0.0% | 0.05% | 0.0% |
| Q1 2014 | $203,000 | – | 1,475 | – | 0.05% | – |
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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% |