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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $37,976,000 | +1.3% | 196,248 | +1.7% | 0.35% | +1.8% |
| Q2 2019 | $37,490,000 | -1.5% | 192,988 | -4.0% | 0.34% | -6.8% |
| Q1 2019 | $38,055,000 | +8.1% | 200,927 | -5.3% | 0.37% | -5.9% |
| Q4 2018 | $35,215,000 | -15.8% | 212,064 | +2.0% | 0.39% | -5.3% |
| Q3 2018 | $41,830,000 | +0.5% | 207,811 | -2.7% | 0.41% | -7.0% |
| Q2 2018 | $41,604,000 | +8.9% | 213,597 | +4.8% | 0.44% | +2.5% |
| Q1 2018 | $38,211,000 | +13.7% | 203,723 | +15.1% | 0.43% | -0.9% |
| Q4 2017 | $33,597,000 | +15.1% | 177,034 | +8.5% | 0.44% | +9.8% |
| Q3 2017 | $29,192,000 | +15.5% | 163,179 | +12.3% | 0.40% | +8.5% |
| Q2 2017 | $25,268,000 | +46.5% | 145,265 | +44.2% | 0.37% | +55.7% |
| Q1 2017 | $17,251,000 | +151.2% | 100,759 | +127.0% | 0.24% | +135.0% |
| Q4 2016 | $6,868,000 | 0.0% | 44,397 | 0.0% | 0.10% | -2.0% |
| Q3 2016 | $6,868,000 | +27.3% | 44,397 | +23.0% | 0.10% | +22.9% |
| Q2 2016 | $5,394,000 | +52.8% | 36,109 | +47.5% | 0.08% | +43.1% |
| Q1 2016 | $3,530,000 | +4.8% | 24,488 | +1.2% | 0.06% | -18.3% |
| Q4 2015 | $3,369,000 | +76.3% | 24,187 | +72.8% | 0.07% | +69.0% |
| Q3 2015 | $1,911,000 | +1.9% | 13,994 | +11.9% | 0.04% | +5.0% |
| Q2 2015 | $1,876,000 | -88.6% | 12,511 | +15.4% | 0.04% | +11.1% |
| Q1 2015 | $16,481,000 | +5.8% | 10,845 | +0.8% | 0.04% | +2.9% |
| Q4 2014 | $15,583,000 | +27.1% | 10,762 | +20.0% | 0.04% | +20.7% |
| Q3 2014 | $12,262,000 | -8.8% | 8,967 | -4.6% | 0.03% | -9.4% |
| Q2 2014 | $13,451,000 | +5.2% | 9,402 | +1.1% | 0.03% | -3.0% |
| Q1 2014 | $12,785,000 | +7.3% | 9,300 | +4.4% | 0.03% | 0.0% |
| Q4 2013 | $11,915,000 | +54.0% | 8,905 | +42.9% | 0.03% | +37.5% |
| Q3 2013 | $7,735,000 | +23.8% | 6,231 | +15.2% | 0.02% | +20.0% |
| Q2 2013 | $6,248,000 | – | 5,410 | – | 0.02% | – |
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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% |