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 | ||||
|---|---|---|---|---|---|---|
| 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. | 748,496 | $108,824,000 | 42.63% |
| Pachira Investments Inc. | 46,774 | $6,729,000 | 27.00% |
| Leonard Rickey Investment Advisors P.L.L.C. | 228,867 | $32,925,000 | 25.54% |
| HBC Financial Services, PLLC | 150,155 | $20,335,000 | 23.05% |
| Affiance Financial, LLC | 179,372 | $25,804,000 | 17.79% |
| Lee Financial Co | 365,578 | $52,592,000 | 17.45% |
| Millburn Ridgefield Corp | 2,025,674 | $291,413,000 | 17.42% |
| Independent Order of Foresters | 101,500 | $14,602,000 | 17.16% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,694 | $44,984,000 | 16.72% |
| LVZ, Inc. | 457,036 | $65,749,000 | 16.06% |