ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 529 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $359,000 | -19.3% | 2,404 | -22.0% | 0.03% | -21.6% |
| Q1 2016 | $445,000 | -32.2% | 3,084 | -34.5% | 0.04% | -33.9% |
| Q4 2015 | $656,000 | +13.1% | 4,705 | +10.8% | 0.06% | +9.8% |
| Q3 2015 | $580,000 | -12.1% | 4,247 | -3.5% | 0.05% | -5.6% |
| Q2 2015 | $660,000 | -15.8% | 4,402 | -19.7% | 0.05% | -16.9% |
| Q2 2014 | $784,000 | -1.6% | 5,479 | -5.5% | 0.06% | -5.8% |
| Q1 2014 | $797,000 | -16.2% | 5,795 | -18.5% | 0.07% | -17.9% |
| Q4 2013 | $951,000 | – | 7,110 | – | 0.08% | – |
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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% |