ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 451 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.39 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $86,000 | +3.6% | 504 | 0.0% | 0.01% | -8.3% |
| Q4 2016 | $83,000 | +7.8% | 504 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $77,000 | +2.7% | 504 | 0.0% | 0.01% | -7.7% |
| Q2 2016 | $75,000 | +4.2% | 504 | 0.0% | 0.01% | +8.3% |
| Q1 2016 | $72,000 | +2.9% | 504 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $70,000 | +2.9% | 504 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $68,000 | -9.3% | 504 | 0.0% | 0.01% | +9.1% |
| Q2 2015 | $75,000 | -1.3% | 504 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $76,000 | +5.6% | 504 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $72,000 | -41.5% | 504 | -46.9% | 0.01% | +10.0% |
| Q3 2014 | $123,000 | +70.8% | 949 | +88.3% | 0.01% | 0.0% |
| Q2 2014 | $72,000 | +4.3% | 504 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $69,000 | +3.0% | 504 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $67,000 | +21.8% | 504 | +13.3% | 0.01% | +11.1% |
| Q3 2013 | $55,000 | +7.8% | 445 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $51,000 | – | 445 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |