ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 873 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $99,807,000 | +16.9% | 603,649 | +9.3% | 0.12% | +10.5% |
| Q3 2016 | $85,408,000 | +14.0% | 552,053 | +10.1% | 0.10% | +10.5% |
| Q2 2016 | $74,924,000 | +13.6% | 501,530 | +9.6% | 0.10% | +10.5% |
| Q1 2016 | $65,980,000 | +9.0% | 457,589 | +5.3% | 0.09% | +10.3% |
| Q4 2015 | $60,515,000 | +32.1% | 434,359 | +29.6% | 0.08% | +25.8% |
| Q3 2015 | $45,797,000 | -10.4% | 335,239 | -1.6% | 0.06% | -3.1% |
| Q2 2015 | $51,095,000 | +17.4% | 340,680 | +18.9% | 0.06% | +12.3% |
| Q1 2015 | $43,536,000 | +24.5% | 286,458 | +18.6% | 0.06% | +23.9% |
| Q4 2014 | $34,963,000 | +9.3% | 241,459 | +3.2% | 0.05% | +2.2% |
| Q3 2014 | $31,991,000 | -6.2% | 233,953 | -1.9% | 0.04% | -2.2% |
| Q2 2014 | $34,110,000 | +11.7% | 238,396 | +7.4% | 0.05% | +4.5% |
| Q1 2014 | $30,525,000 | -33.2% | 222,048 | -34.9% | 0.04% | -35.3% |
| Q4 2013 | $45,664,000 | +26.2% | 341,261 | +17.1% | 0.07% | +13.3% |
| Q3 2013 | $36,175,000 | +17.2% | 291,406 | +9.1% | 0.06% | +9.1% |
| Q2 2013 | $30,863,000 | – | 267,215 | – | 0.06% | – |
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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% |