ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 623 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.74 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $711,396 | -4.6% | 2,853 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $746,002 | +4.5% | 2,853 | 0.0% | 0.06% | -6.2% |
| Q1 2023 | $713,706 | +101134.9% | 2,853 | -2.2% | 0.06% | -1.5% |
| Q4 2022 | $705 | -99.9% | 2,916 | 0.0% | 0.06% | +4.8% |
| Q3 2022 | $639,000 | -3.2% | 2,916 | 0.0% | 0.06% | +5.1% |
| Q2 2022 | $660,000 | -15.6% | 2,916 | 0.0% | 0.06% | +3.5% |
| Q1 2022 | $782,000 | -5.2% | 2,916 | 0.0% | 0.06% | +3.6% |
| Q4 2021 | $825,000 | +7.6% | 2,916 | 0.0% | 0.06% | -3.5% |
| Q3 2021 | $767,000 | -2.2% | 2,916 | 0.0% | 0.06% | -3.4% |
| Q2 2021 | $784,000 | +3.3% | 2,916 | 0.0% | 0.06% | -6.3% |
| Q1 2021 | $759,000 | +15.7% | 2,916 | +2.2% | 0.06% | +12.5% |
| Q4 2020 | $656,000 | +20.4% | 2,853 | -3.0% | 0.06% | +3.7% |
| Q3 2020 | $545,000 | +4.2% | 2,942 | 0.0% | 0.05% | -5.3% |
| Q2 2020 | $523,000 | +5.7% | 2,942 | -14.5% | 0.06% | -16.2% |
| Q1 2020 | $495,000 | -40.6% | 3,442 | -15.0% | 0.07% | -15.0% |
| Q4 2019 | $834,000 | +42.8% | 4,050 | +34.0% | 0.08% | +23.1% |
| Q3 2019 | $584,000 | -0.5% | 3,022 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $587,000 | +2.6% | 3,022 | 0.0% | 0.06% | -1.5% |
| Q1 2019 | $572,000 | +15.3% | 3,022 | +1.2% | 0.07% | -1.5% |
| Q4 2018 | $496,000 | -17.5% | 2,987 | 0.0% | 0.07% | +4.7% |
| Q3 2018 | $601,000 | +3.3% | 2,987 | 0.0% | 0.06% | -7.2% |
| Q2 2018 | $582,000 | +3.9% | 2,987 | 0.0% | 0.07% | +1.5% |
| Q1 2018 | $560,000 | -4.1% | 2,987 | 0.0% | 0.07% | +9.7% |
| Q4 2017 | $584,000 | -9.3% | 2,987 | -17.1% | 0.06% | -20.5% |
| Q3 2017 | $644,000 | -10.1% | 3,602 | -12.5% | 0.08% | -17.0% |
| Q2 2017 | $716,000 | +12.9% | 4,116 | +11.2% | 0.09% | +5.6% |
| Q1 2017 | $634,000 | +3.6% | 3,702 | 0.0% | 0.09% | +1.1% |
| Q4 2016 | $612,000 | +6.8% | 3,702 | 0.0% | 0.09% | -7.4% |
| Q3 2016 | $573,000 | +3.6% | 3,702 | 0.0% | 0.10% | -4.0% |
| Q2 2016 | $553,000 | +3.6% | 3,702 | 0.0% | 0.10% | +17.9% |
| Q1 2016 | $534,000 | -7.3% | 3,702 | -10.4% | 0.08% | -7.7% |
| Q4 2015 | $576,000 | +13.8% | 4,132 | +11.6% | 0.09% | -6.2% |
| Q3 2015 | $506,000 | -40.8% | 3,702 | -35.1% | 0.10% | -28.7% |
| Q2 2015 | $855,000 | -1.4% | 5,702 | 0.0% | 0.14% | -1.4% |
| Q1 2015 | $867,000 | +5.0% | 5,702 | 0.0% | 0.14% | +16.9% |
| Q4 2014 | $826,000 | +5.9% | 5,702 | 0.0% | 0.12% | +1.7% |
| Q3 2014 | $780,000 | +15.9% | 5,702 | +21.3% | 0.12% | +26.1% |
| Q2 2014 | $673,000 | +1.7% | 4,702 | -2.3% | 0.09% | -4.2% |
| Q1 2014 | $662,000 | +2.8% | 4,813 | 0.0% | 0.10% | +9.1% |
| Q4 2013 | $644,000 | +1.7% | 4,813 | -5.6% | 0.09% | -10.2% |
| Q3 2013 | $633,000 | +7.5% | 5,100 | 0.0% | 0.10% | -4.9% |
| Q2 2013 | $589,000 | – | 5,100 | – | 0.10% | – |
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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% |