ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 512 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.86 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $294,800,000 | +1.5% | 2,155,918 | +6.2% | 0.22% | -4.4% |
| Q2 2014 | $290,551,000 | +49.2% | 2,030,693 | +43.4% | 0.23% | +31.2% |
| Q1 2014 | $194,701,000 | +18.9% | 1,416,320 | +15.7% | 0.17% | +13.1% |
| Q4 2013 | $163,742,000 | +33.8% | 1,223,696 | +24.1% | 0.15% | +22.4% |
| Q3 2013 | $122,374,000 | +12.5% | 985,775 | +4.7% | 0.12% | -3.1% |
| Q2 2013 | $108,797,000 | – | 941,964 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 853,525 | $241,616,000 | 43.44% |
| HBC Financial Services, PLLC | 154,207 | $43,652,000 | 27.70% |
| Leonard Rickey Investment Advisors P.L.L.C. | 254,516 | $72,048,000 | 26.39% |
| LVZ, Inc. | 498,297 | $141,058,000 | 18.86% |
| Harbor Group, Inc. | 110,734 | $31,346,000 | 18.67% |
| New England Professional Planning Group Inc. | 110,430 | $30,319,000 | 18.49% |
| Millburn Ridgefield Corp | 968,792 | $274,246,000 | 17.49% |
| Investments & Financial Planning, LLC | 70,663 | $18,897,000 | 16.96% |
| CJM Wealth Advisers, Ltd. | 80,136 | $22,685,027 | 16.14% |
| Bryant Woods Investment Advisors, LLC | 72,757 | $20,607,000 | 16.08% |