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 2015 | $2,445,000 | -23.2% | 17,549 | -24.0% | 0.36% | -33.9% |
| Q3 2015 | $3,185,000 | +30.4% | 23,086 | +41.8% | 0.54% | +5.8% |
| Q2 2015 | $2,442,000 | -25.2% | 16,281 | -24.2% | 0.52% | +14.2% |
| Q1 2015 | $3,264,000 | +8.1% | 21,482 | +2.2% | 0.45% | +21.6% |
| Q4 2014 | $3,019,000 | +20.4% | 21,016 | +14.6% | 0.37% | +33.5% |
| Q3 2014 | $2,507,000 | +5.7% | 18,331 | +9.2% | 0.28% | +1.1% |
| Q2 2014 | $2,372,000 | +22.1% | 16,789 | +17.0% | 0.28% | +11.8% |
| Q1 2014 | $1,942,000 | +30.5% | 14,352 | +29.1% | 0.25% | +21.2% |
| Q4 2013 | $1,488,000 | +36.8% | 11,115 | +26.8% | 0.20% | +5.2% |
| Q3 2013 | $1,088,000 | +40.9% | 8,768 | +31.3% | 0.19% | +1.6% |
| Q2 2013 | $772,000 | – | 6,679 | – | 0.19% | – |
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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% |