ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 561 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.15 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $202,000 | -22.0% | 1,175 | -29.9% | 0.11% | -27.5% |
| Q3 2016 | $259,000 | +3.2% | 1,675 | 0.0% | 0.15% | +2.8% |
| Q2 2016 | $251,000 | +3.7% | 1,675 | 0.0% | 0.14% | 0.0% |
| Q1 2016 | $242,000 | +3.9% | 1,675 | 0.0% | 0.14% | 0.0% |
| Q4 2015 | $233,000 | +2.2% | 1,675 | 0.0% | 0.14% | -2.0% |
| Q3 2015 | $228,000 | -9.5% | 1,675 | 0.0% | 0.15% | 0.0% |
| Q2 2015 | $252,000 | -0.8% | 1,675 | 0.0% | 0.15% | +3.5% |
| Q1 2015 | $254,000 | +5.0% | 1,675 | 0.0% | 0.14% | +9.2% |
| Q4 2014 | $242,000 | +11.0% | 1,675 | +4.7% | 0.13% | +12.9% |
| Q3 2014 | $218,000 | -4.8% | 1,600 | 0.0% | 0.12% | -4.9% |
| Q2 2014 | $229,000 | +5.5% | 1,600 | +1.6% | 0.12% | -1.6% |
| Q1 2014 | $217,000 | +3.3% | 1,575 | 0.0% | 0.12% | +0.8% |
| Q4 2013 | $210,000 | – | 1,575 | – | 0.12% | – |
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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% |