ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 529 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $466,000 | +7.1% | 3,218 | +1.2% | 0.09% | +12.0% |
| Q3 2014 | $435,000 | -4.4% | 3,180 | 0.0% | 0.08% | -3.5% |
| Q2 2014 | $455,000 | +4.1% | 3,180 | 0.0% | 0.09% | +6.2% |
| Q1 2014 | $437,000 | +2.6% | 3,180 | 0.0% | 0.08% | +6.6% |
| Q4 2013 | $426,000 | -54.2% | 3,180 | -57.6% | 0.08% | -53.7% |
| Q3 2013 | $931,000 | +15.1% | 7,500 | +7.1% | 0.16% | -3.5% |
| Q2 2013 | $809,000 | – | 7,000 | – | 0.17% | – |
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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% |