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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $409,000 | -51.5% | 2,098 | -53.3% | 0.02% | -52.5% |
| Q1 2018 | $843,000 | +38.4% | 4,495 | +40.0% | 0.04% | +42.9% |
| Q4 2017 | $609,000 | +54.2% | 3,210 | +23.5% | 0.03% | +21.7% |
| Q1 2015 | $395,000 | +41.1% | 2,600 | +34.6% | 0.02% | +43.8% |
| Q4 2014 | $280,000 | +15.2% | 1,931 | +8.9% | 0.02% | +6.7% |
| Q3 2014 | $243,000 | -5.1% | 1,774 | -0.7% | 0.02% | 0.0% |
| Q2 2014 | $256,000 | +4.1% | 1,787 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $246,000 | +2.9% | 1,787 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $239,000 | +7.7% | 1,787 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $222,000 | +7.8% | 1,787 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $206,000 | -4.2% | 1,787 | -4.2% | 0.02% | -6.2% |
| Q1 2013 | $215,000 | – | 1,865 | – | 0.02% | – |
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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% |