ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 637 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $14,312,000 | -36.1% | 86,183 | -22.3% | 1.89% | -28.0% |
| Q3 2018 | $22,409,000 | +13.1% | 110,865 | +9.4% | 2.63% | +9.5% |
| Q2 2018 | $19,817,000 | +7.8% | 101,300 | +3.4% | 2.40% | +4.2% |
| Q1 2018 | $18,384,000 | -1.1% | 98,014 | +0.0% | 2.30% | -1.7% |
| Q4 2017 | $18,595,000 | +10.1% | 97,983 | +3.8% | 2.34% | +0.3% |
| Q3 2017 | $16,896,000 | +2.2% | 94,377 | -0.7% | 2.34% | -4.9% |
| Q2 2017 | $16,539,000 | +4.6% | 94,995 | +2.9% | 2.46% | -1.3% |
| Q1 2017 | $15,813,000 | +58.0% | 92,357 | +33.6% | 2.49% | +1.0% |
| Q4 2016 | $10,010,000 | -39.9% | 69,128 | -35.8% | 2.47% | -24.4% |
| Q3 2016 | $16,651,000 | +1.3% | 107,627 | -2.2% | 3.26% | -6.3% |
| Q2 2016 | $16,442,000 | +43.3% | 110,061 | +38.3% | 3.48% | -29.5% |
| Q1 2016 | $11,475,000 | +9.9% | 79,586 | +6.1% | 4.94% | +12.5% |
| Q4 2015 | $10,446,000 | -2.6% | 74,976 | -4.5% | 4.40% | -18.8% |
| Q3 2015 | $10,728,000 | -5.1% | 78,531 | +4.2% | 5.41% | +10.3% |
| Q2 2015 | $11,301,000 | +1.7% | 75,353 | +3.1% | 4.91% | -4.7% |
| Q1 2015 | $11,109,000 | +11.0% | 73,098 | +5.7% | 5.15% | +67.8% |
| Q4 2014 | $10,010,000 | +8.6% | 69,128 | +2.6% | 3.07% | -48.5% |
| Q3 2014 | $9,216,000 | +9.7% | 67,395 | +14.8% | 5.96% | -21.8% |
| Q2 2014 | $8,400,000 | +2.7% | 58,711 | -1.3% | 7.62% | -1.8% |
| Q1 2014 | $8,178,000 | -0.0% | 59,492 | -2.7% | 7.76% | -6.7% |
| Q4 2013 | $8,181,000 | +10.2% | 61,142 | +2.2% | 8.32% | -1.2% |
| Q3 2013 | $7,425,000 | +8.2% | 59,814 | +0.7% | 8.42% | -9.9% |
| Q2 2013 | $6,863,000 | – | 59,421 | – | 9.35% | – |
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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% |