ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 934 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.16 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,326,000 | +8.0% | 7,069 | +9.2% | 0.17% | -23.9% |
| Q4 2017 | $1,228,000 | +7.3% | 6,473 | +1.2% | 0.22% | +1.8% |
| Q3 2017 | $1,144,000 | +2.6% | 6,396 | -0.2% | 0.22% | -4.8% |
| Q2 2017 | $1,115,000 | +48.1% | 6,408 | +31.7% | 0.23% | +5.0% |
| Q3 2016 | $753,000 | +3.2% | 4,864 | -0.5% | 0.22% | +4.8% |
| Q2 2016 | $730,000 | +33.9% | 4,887 | +29.4% | 0.21% | +30.0% |
| Q1 2016 | $545,000 | -21.2% | 3,778 | -24.0% | 0.16% | -24.2% |
| Q4 2015 | $692,000 | +8.6% | 4,968 | +6.6% | 0.21% | +3.4% |
| Q3 2015 | $637,000 | -4.9% | 4,660 | +4.3% | 0.20% | +4.1% |
| Q2 2015 | $670,000 | +27.4% | 4,470 | +29.2% | 0.20% | +24.1% |
| Q1 2015 | $526,000 | +9.1% | 3,459 | +3.8% | 0.16% | +2.6% |
| Q4 2014 | $482,000 | +5.0% | 3,331 | -0.7% | 0.15% | +1.3% |
| Q3 2014 | $459,000 | +70.0% | 3,356 | +77.6% | 0.15% | +68.9% |
| Q2 2014 | $270,000 | +3.4% | 1,890 | -0.3% | 0.09% | +2.3% |
| Q1 2014 | $261,000 | -18.4% | 1,895 | -20.7% | 0.09% | -22.1% |
| Q4 2013 | $320,000 | +17.6% | 2,390 | +8.9% | 0.11% | +9.7% |
| Q3 2013 | $272,000 | +2.6% | 2,195 | -4.4% | 0.10% | -1.0% |
| Q2 2013 | $265,000 | – | 2,295 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |