ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 623 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.74 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $209,000 | +2.5% | 1,400 | -1.1% | 0.20% | +5.4% |
| Q1 2016 | $204,000 | +2.0% | 1,416 | -1.4% | 0.19% | +19.2% |
| Q4 2015 | $200,000 | -7.0% | 1,436 | -8.9% | 0.16% | -9.3% |
| Q3 2015 | $215,000 | -11.2% | 1,576 | -2.2% | 0.17% | +4.2% |
| Q2 2015 | $242,000 | -2.0% | 1,611 | -1.0% | 0.16% | -10.3% |
| Q1 2015 | $247,000 | +7.9% | 1,627 | +2.8% | 0.18% | +49.6% |
| Q4 2014 | $229,000 | +4.1% | 1,582 | -1.6% | 0.12% | +4.2% |
| Q3 2014 | $220,000 | -0.9% | 1,607 | +3.7% | 0.12% | +7.3% |
| Q2 2014 | $222,000 | – | 1,549 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 853,525 | $241,616,000 | 43.44% |
| HBC Financial Services, PLLC | 154,207 | $43,652,000 | 27.70% |
| Leonard Rickey Investment Advisors P.L.L.C. | 254,516 | $72,048,000 | 26.39% |
| LVZ, Inc. | 498,297 | $141,058,000 | 18.86% |
| Harbor Group, Inc. | 110,734 | $31,346,000 | 18.67% |
| New England Professional Planning Group Inc. | 110,430 | $30,319,000 | 18.49% |
| Millburn Ridgefield Corp | 968,792 | $274,246,000 | 17.49% |
| Investments & Financial Planning, LLC | 70,663 | $18,897,000 | 16.96% |
| CJM Wealth Advisers, Ltd. | 80,136 | $22,685,027 | 16.14% |
| Bryant Woods Investment Advisors, LLC | 72,757 | $20,607,000 | 16.08% |