ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 451 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.39 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,059 | +23.3% | 2,008 | +32.9% | 0.01% | +25.0% |
| Q2 2023 | $395,097 | -5.7% | 1,511 | -9.8% | 0.00% | -20.0% |
| Q1 2023 | $419,019 | +1.7% | 1,675 | -1.7% | 0.01% | 0.0% |
| Q4 2022 | $412,181 | +9.0% | 1,704 | -1.1% | 0.01% | 0.0% |
| Q3 2022 | $378,000 | -21.4% | 1,723 | -19.0% | 0.01% | -16.7% |
| Q2 2022 | $481,000 | +76.8% | 2,126 | +110.1% | 0.01% | +100.0% |
| Q1 2022 | $272,000 | -4.9% | 1,012 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $286,000 | -23.7% | 1,012 | -29.1% | 0.00% | -25.0% |
| Q3 2021 | $375,000 | -2.1% | 1,427 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $383,000 | +10.7% | 1,427 | +7.3% | 0.00% | 0.0% |
| Q1 2021 | $346,000 | +2.7% | 1,330 | -9.2% | 0.00% | 0.0% |
| Q4 2020 | $337,000 | -24.1% | 1,465 | -38.9% | 0.00% | -33.3% |
| Q3 2020 | $444,000 | +67.5% | 2,398 | +60.9% | 0.01% | +50.0% |
| Q2 2020 | $265,000 | -43.7% | 1,490 | -54.5% | 0.00% | -50.0% |
| Q1 2020 | $471,000 | -44.8% | 3,277 | -20.9% | 0.01% | -33.3% |
| Q4 2019 | $853,000 | +4.3% | 4,142 | -2.2% | 0.01% | 0.0% |
| Q3 2019 | $818,000 | +13.8% | 4,234 | +14.5% | 0.01% | +20.0% |
| Q2 2019 | $719,000 | +2.6% | 3,699 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $701,000 | +16.3% | 3,699 | +1.8% | 0.01% | 0.0% |
| Q4 2018 | $603,000 | +463.6% | 3,634 | +583.1% | 0.01% | +450.0% |
| Q3 2018 | $107,000 | +2.9% | 532 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $104,000 | +4.0% | 532 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $100,000 | -1.0% | 532 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $101,000 | -5.6% | 532 | -11.2% | 0.00% | 0.0% |
| Q3 2017 | $107,000 | +15.1% | 599 | +12.6% | 0.00% | 0.0% |
| Q2 2017 | $93,000 | +2.2% | 532 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $91,000 | +3.4% | 532 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $88,000 | +7.3% | 532 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $82,000 | +3.8% | 532 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $79,000 | +16.2% | 532 | +12.7% | 0.00% | 0.0% |
| Q1 2016 | $68,000 | +3.0% | 472 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $66,000 | -7.0% | 472 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $71,000 | 0.0% | 472 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $71,000 | -1.4% | 472 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $72,000 | -47.1% | 472 | -50.0% | 0.00% | 0.0% |
| Q4 2014 | $136,000 | +109.2% | 944 | +100.0% | 0.00% | 0.0% |
| Q3 2014 | $65,000 | -4.4% | 472 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $68,000 | +4.6% | 472 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $65,000 | +3.2% | 472 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $63,000 | -11.3% | 472 | -17.5% | 0.00% | 0.0% |
| Q3 2013 | $71,000 | +7.6% | 572 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $66,000 | – | 572 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 748,496 | $108,824,000 | 42.63% |
| Pachira Investments Inc. | 46,774 | $6,729,000 | 27.00% |
| Leonard Rickey Investment Advisors P.L.L.C. | 228,867 | $32,925,000 | 25.54% |
| HBC Financial Services, PLLC | 150,155 | $20,335,000 | 23.05% |
| Affiance Financial, LLC | 179,372 | $25,804,000 | 17.79% |
| Lee Financial Co | 365,578 | $52,592,000 | 17.45% |
| Millburn Ridgefield Corp | 2,025,674 | $291,413,000 | 17.42% |
| Independent Order of Foresters | 101,500 | $14,602,000 | 17.16% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,694 | $44,984,000 | 16.72% |
| LVZ, Inc. | 457,036 | $65,749,000 | 16.06% |