ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $866,000 | +21.3% | 4,571 | +6.3% | 0.11% | +20.5% |
| Q4 2018 | $714,000 | +7.4% | 4,299 | +30.1% | 0.09% | +25.7% |
| Q3 2018 | $665,000 | +20.3% | 3,304 | +16.5% | 0.07% | +12.9% |
| Q2 2018 | $553,000 | -10.4% | 2,837 | -13.7% | 0.06% | -11.4% |
| Q1 2018 | $617,000 | +29.6% | 3,289 | +31.2% | 0.07% | +40.0% |
| Q4 2017 | $476,000 | +6.0% | 2,506 | -0.2% | 0.05% | +4.2% |
| Q3 2017 | $449,000 | +39.4% | 2,512 | +35.6% | 0.05% | +37.1% |
| Q2 2017 | $322,000 | +85.1% | 1,852 | +82.3% | 0.04% | +75.0% |
| Q1 2017 | $174,000 | +304.7% | 1,016 | +290.8% | 0.02% | +300.0% |
| Q4 2016 | $43,000 | +4.9% | 260 | -2.6% | 0.01% | +25.0% |
| Q3 2016 | $41,000 | +32.3% | 267 | +27.1% | 0.00% | +33.3% |
| Q2 2016 | $31,000 | -41.5% | 210 | -42.8% | 0.00% | -50.0% |
| Q1 2016 | $53,000 | +3.9% | 367 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $51,000 | -15.0% | 367 | -16.0% | 0.01% | -14.3% |
| Q3 2015 | $60,000 | -79.1% | 437 | -77.2% | 0.01% | -80.0% |
| Q2 2015 | $287,000 | -15.1% | 1,913 | -13.9% | 0.04% | -16.7% |
| Q1 2015 | $338,000 | -21.6% | 2,222 | -25.3% | 0.04% | -17.6% |
| Q4 2014 | $431,000 | -33.0% | 2,976 | -35.1% | 0.05% | +27.5% |
| Q3 2014 | $643,000 | +84.8% | 4,587 | +88.5% | 0.04% | -7.0% |
| Q2 2014 | $348,000 | +11.5% | 2,433 | +7.2% | 0.04% | 0.0% |
| Q1 2014 | $312,000 | -64.1% | 2,270 | -65.0% | 0.04% | -64.5% |
| Q4 2013 | $869,000 | +24.3% | 6,492 | +15.2% | 0.12% | +16.3% |
| Q3 2013 | $699,000 | -14.3% | 5,634 | -20.2% | 0.10% | -18.8% |
| Q2 2013 | $816,000 | – | 7,058 | – | 0.13% | – |
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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% |