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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |