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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $340,000 | -4.2% | 1,797 | -16.0% | 0.05% | +2.0% |
| Q4 2018 | $355,000 | -53.9% | 2,140 | -44.1% | 0.05% | -34.2% |
| Q3 2018 | $770,000 | -48.5% | 3,826 | -50.1% | 0.08% | -39.2% |
| Q2 2018 | $1,494,000 | -5.1% | 7,670 | -8.7% | 0.12% | +3.3% |
| Q1 2018 | $1,575,000 | -31.5% | 8,397 | -30.7% | 0.12% | -26.2% |
| Q4 2017 | $2,299,000 | -11.7% | 12,112 | -16.7% | 0.16% | -8.4% |
| Q3 2017 | $2,603,000 | -11.4% | 14,547 | -13.9% | 0.18% | -2.2% |
| Q2 2017 | $2,939,000 | -29.8% | 16,897 | -30.9% | 0.18% | -21.8% |
| Q1 2017 | $4,189,000 | -31.7% | 24,465 | -34.0% | 0.23% | -27.6% |
| Q4 2016 | $6,129,000 | -1.3% | 37,068 | -7.6% | 0.32% | +87.8% |
| Q3 2016 | $6,209,000 | +70.6% | 40,131 | +64.7% | 0.17% | +57.8% |
| Q2 2016 | $3,639,000 | +141.2% | 24,362 | +132.9% | 0.11% | +118.0% |
| Q1 2016 | $1,509,000 | +39.6% | 10,462 | +34.8% | 0.05% | +42.9% |
| Q4 2015 | $1,081,000 | +41.5% | 7,760 | +38.7% | 0.04% | +29.6% |
| Q3 2015 | $764,000 | +200.8% | 5,594 | +234.8% | 0.03% | +200.0% |
| Q1 2015 | $254,000 | – | 1,671 | – | 0.01% | – |
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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% |