ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 713 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $151,309,000 | +7.5% | 845,773 | +4.5% | 0.90% | +1.2% |
| Q2 2017 | $140,782,000 | +15.9% | 809,323 | +14.1% | 0.89% | +10.0% |
| Q1 2017 | $121,470,000 | +20.8% | 709,440 | +16.7% | 0.81% | +9.4% |
| Q4 2016 | $100,547,000 | +11.7% | 608,120 | +4.5% | 0.74% | +4.1% |
| Q3 2016 | $90,007,000 | +28.3% | 581,776 | +23.9% | 0.71% | +20.8% |
| Q2 2016 | $70,150,000 | +28.8% | 469,577 | +24.3% | 0.59% | +21.9% |
| Q1 2016 | $54,459,000 | +17.0% | 377,687 | +13.0% | 0.48% | +10.0% |
| Q4 2015 | $46,547,000 | +10.0% | 334,099 | +7.9% | 0.44% | -0.9% |
| Q3 2015 | $42,308,000 | -12.8% | 309,696 | -4.3% | 0.44% | -7.7% |
| Q2 2015 | $48,537,000 | +8.1% | 323,622 | +9.5% | 0.48% | +3.4% |
| Q1 2015 | $44,916,000 | +21.4% | 295,539 | +15.7% | 0.47% | +12.3% |
| Q4 2014 | $36,997,000 | +4.7% | 255,506 | -1.2% | 0.42% | -3.5% |
| Q3 2014 | $35,348,000 | +0.8% | 258,507 | +5.5% | 0.43% | +0.7% |
| Q2 2014 | $35,058,000 | +11.3% | 245,025 | +7.0% | 0.43% | -1.8% |
| Q1 2014 | $31,491,000 | -3.0% | 229,079 | -5.6% | 0.44% | -7.8% |
| Q4 2013 | $32,473,000 | +27.9% | 242,684 | +18.7% | 0.47% | +14.6% |
| Q3 2013 | $25,388,000 | +15.0% | 204,514 | +7.0% | 0.41% | +5.6% |
| Q2 2013 | $22,083,000 | – | 191,198 | – | 0.39% | – |
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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% |