ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 561 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.15 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $6,111,000 | +2.9% | 34,158 | +0.1% | 1.44% | +1.7% |
| Q2 2017 | $5,937,000 | -0.7% | 34,133 | -2.2% | 1.42% | -0.5% |
| Q1 2017 | $5,977,000 | +3.9% | 34,907 | +0.4% | 1.42% | -0.5% |
| Q4 2016 | $5,751,000 | +7.2% | 34,784 | +0.3% | 1.43% | +7.3% |
| Q3 2016 | $5,364,000 | +4.4% | 34,670 | +0.9% | 1.33% | +5.3% |
| Q2 2016 | $5,136,000 | +0.6% | 34,377 | -2.9% | 1.26% | -3.2% |
| Q1 2016 | $5,106,000 | -3.1% | 35,409 | -6.3% | 1.31% | -0.2% |
| Q4 2015 | $5,267,000 | +5.6% | 37,806 | +3.6% | 1.31% | +1.4% |
| Q3 2015 | $4,986,000 | -12.2% | 36,495 | -3.6% | 1.29% | -2.0% |
| Q2 2015 | $5,679,000 | -1.1% | 37,868 | +0.2% | 1.32% | +0.7% |
| Q1 2015 | $5,742,000 | +4.1% | 37,782 | -0.8% | 1.31% | +2.3% |
| Q4 2014 | $5,515,000 | +6.5% | 38,087 | +0.6% | 1.28% | +1.6% |
| Q3 2014 | $5,176,000 | -1.4% | 37,852 | +3.1% | 1.26% | -0.2% |
| Q2 2014 | $5,252,000 | +7.2% | 36,705 | +3.0% | 1.26% | +3.5% |
| Q1 2014 | $4,898,000 | -1.1% | 35,627 | -3.7% | 1.22% | -3.0% |
| Q4 2013 | $4,951,000 | +23.3% | 37,002 | +14.3% | 1.26% | +11.1% |
| Q3 2013 | $4,017,000 | +22.1% | 32,361 | +13.6% | 1.13% | +15.4% |
| Q2 2013 | $3,290,000 | – | 28,487 | – | 0.98% | – |
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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% |