ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $702,000 | -15.0% | 5,140 | -6.7% | 0.04% | -2.2% |
| Q2 2015 | $826,000 | -19.0% | 5,510 | -17.9% | 0.05% | -17.9% |
| Q1 2015 | $1,020,000 | +63.2% | 6,713 | +55.6% | 0.06% | +55.6% |
| Q4 2014 | $625,000 | -19.7% | 4,313 | -24.2% | 0.04% | -20.0% |
| Q3 2014 | $778,000 | -5.8% | 5,688 | -1.5% | 0.04% | -6.2% |
| Q2 2014 | $826,000 | -7.7% | 5,775 | -11.3% | 0.05% | -11.1% |
| Q1 2014 | $895,000 | +20.3% | 6,513 | +17.1% | 0.05% | +17.4% |
| Q4 2013 | $744,000 | -6.9% | 5,563 | -13.6% | 0.05% | -17.9% |
| Q3 2013 | $799,000 | -6.3% | 6,438 | -12.9% | 0.06% | -9.7% |
| Q2 2013 | $853,000 | – | 7,388 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |