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 | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $348,000 | +28.9% | 2,406 | +21.7% | 0.08% | -5.7% |
| Q3 2014 | $270,000 | -2.9% | 1,977 | +1.9% | 0.09% | -3.3% |
| Q2 2014 | $278,000 | +4.5% | 1,940 | +0.3% | 0.09% | 0.0% |
| Q1 2014 | $266,000 | +2.7% | 1,935 | 0.0% | 0.09% | -5.2% |
| Q4 2013 | $259,000 | -11.6% | 1,935 | -18.1% | 0.10% | -18.6% |
| Q3 2013 | $293,000 | +33.2% | 2,362 | +24.2% | 0.12% | +32.6% |
| Q2 2013 | $220,000 | – | 1,902 | – | 0.09% | – |
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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% |