ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $12,254,000 | -49.3% | 64,442 | -52.2% | 1.27% | -8.1% |
| Q3 2017 | $24,179,000 | +14.9% | 134,786 | +11.5% | 1.38% | +6.1% |
| Q2 2017 | $21,036,000 | +19.2% | 120,882 | +17.3% | 1.30% | +7.2% |
| Q1 2017 | $17,643,000 | +19.1% | 103,056 | +15.0% | 1.21% | +9.5% |
| Q4 2016 | $14,818,000 | +16.8% | 89,576 | +9.3% | 1.11% | +14.3% |
| Q3 2016 | $12,685,000 | +23.4% | 81,933 | +19.1% | 0.97% | +15.6% |
| Q2 2016 | $10,281,000 | +18.8% | 68,803 | +14.5% | 0.84% | +3.1% |
| Q1 2016 | $8,657,000 | +32.4% | 60,083 | +27.9% | 0.81% | -1.1% |
| Q4 2015 | $6,537,000 | +33.2% | 46,969 | +30.7% | 0.82% | +45.7% |
| Q3 2015 | $4,908,000 | +28.1% | 35,930 | +40.7% | 0.56% | +25.3% |
| Q2 2015 | $3,832,000 | +12.2% | 25,531 | +13.6% | 0.45% | +9.5% |
| Q1 2015 | $3,415,000 | +29.5% | 22,467 | +22.7% | 0.41% | +18.4% |
| Q4 2014 | $2,638,000 | -13.6% | 18,313 | -18.1% | 0.35% | -15.1% |
| Q3 2014 | $3,055,000 | +1.8% | 22,351 | +6.4% | 0.41% | -4.7% |
| Q2 2014 | $3,000,000 | +14.6% | 21,013 | +4.2% | 0.43% | -11.3% |
| Q1 2014 | $2,617,000 | +6.9% | 20,170 | +10.1% | 0.48% | +10.7% |
| Q4 2013 | $2,449,000 | +20.3% | 18,320 | +11.7% | 0.44% | -9.3% |
| Q3 2013 | $2,036,000 | +14.9% | 16,396 | +6.9% | 0.48% | +26.4% |
| Q2 2013 | $1,772,000 | – | 15,340 | – | 0.38% | – |
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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% |