ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 934 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.16 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $437,821 | -27.5% | 1,810 | -22.0% | 0.00% | -20.0% |
| Q1 2021 | $604,000 | +13.3% | 2,321 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $533,000 | +24.0% | 2,321 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $430,000 | -9.3% | 2,321 | -13.0% | 0.01% | -16.7% |
| Q2 2020 | $474,000 | -17.6% | 2,668 | -33.3% | 0.01% | -33.3% |
| Q1 2020 | $575,000 | -3.0% | 4,000 | +38.8% | 0.01% | +28.6% |
| Q4 2019 | $593,000 | -11.8% | 2,881 | -17.1% | 0.01% | -22.2% |
| Q3 2019 | $672,000 | -5.2% | 3,477 | -4.7% | 0.01% | 0.0% |
| Q2 2019 | $709,000 | -25.3% | 3,650 | -27.2% | 0.01% | -25.0% |
| Q1 2019 | $949,000 | -47.9% | 5,012 | -54.3% | 0.01% | -55.6% |
| Q4 2018 | $1,822,000 | +121.9% | 10,974 | +168.9% | 0.03% | +145.5% |
| Q3 2018 | $821,000 | +1.4% | 4,081 | -1.8% | 0.01% | 0.0% |
| Q2 2018 | $810,000 | +8.9% | 4,156 | +4.8% | 0.01% | +10.0% |
| Q1 2018 | $744,000 | -5.9% | 3,966 | -4.9% | 0.01% | -16.7% |
| Q4 2017 | $791,000 | +1.3% | 4,169 | -4.5% | 0.01% | 0.0% |
| Q3 2017 | $781,000 | -39.5% | 4,365 | -41.2% | 0.01% | -47.8% |
| Q2 2017 | $1,291,000 | -54.9% | 7,420 | -55.6% | 0.02% | -58.2% |
| Q1 2017 | $2,862,000 | -38.7% | 16,715 | -40.8% | 0.06% | -43.9% |
| Q4 2016 | $4,666,000 | +28.1% | 28,219 | +19.8% | 0.10% | +22.5% |
| Q3 2016 | $3,643,000 | +39.5% | 23,546 | +34.7% | 0.08% | +33.3% |
| Q2 2016 | $2,612,000 | +9.6% | 17,485 | +5.8% | 0.06% | +3.4% |
| Q1 2016 | $2,383,000 | -20.5% | 16,526 | -23.2% | 0.06% | -21.6% |
| Q4 2015 | $2,997,000 | +951.6% | 21,514 | +929.9% | 0.07% | +957.1% |
| Q3 2015 | $285,000 | -96.9% | 2,089 | -96.6% | 0.01% | -97.4% |
| Q2 2015 | $9,288,000 | -17.6% | 61,925 | -16.5% | 0.27% | -1.1% |
| Q1 2015 | $11,269,000 | +14.2% | 74,150 | +8.8% | 0.27% | +7.1% |
| Q4 2014 | $9,871,000 | +189.8% | 68,172 | +173.7% | 0.25% | +189.7% |
| Q3 2014 | $3,406,000 | +19.8% | 24,910 | +25.4% | 0.09% | +20.8% |
| Q2 2014 | $2,843,000 | -38.1% | 19,869 | -40.6% | 0.07% | -37.4% |
| Q1 2014 | $4,596,000 | +1541.4% | 33,436 | +1500.6% | 0.12% | +1542.9% |
| Q4 2013 | $280,000 | +8.1% | 2,089 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $259,000 | +7.5% | 2,089 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $241,000 | – | 2,089 | – | 0.01% | – |
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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% |