ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 713 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $239,000 | +3.9% | 1,263 | +6.7% | 0.05% | -10.0% |
| Q2 2019 | $230,000 | +0.4% | 1,184 | -2.0% | 0.06% | -45.9% |
| Q1 2019 | $229,000 | -28.2% | 1,208 | -37.1% | 0.11% | -36.6% |
| Q4 2018 | $319,000 | -18.2% | 1,922 | -0.8% | 0.18% | -4.4% |
| Q3 2018 | $390,000 | +6.3% | 1,937 | +2.7% | 0.18% | +7.6% |
| Q2 2018 | $367,000 | +49.2% | 1,886 | +44.2% | 0.17% | +65.0% |
| Q1 2018 | $246,000 | -90.4% | 1,308 | -92.3% | 0.10% | -82.6% |
| Q2 2016 | $2,550,000 | -24.8% | 17,068 | -27.4% | 0.59% | +1.7% |
| Q1 2016 | $3,389,000 | – | 23,507 | – | 0.58% | – |
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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% |