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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $4,852,000 | +5.2% | 33,653 | +1.6% | 0.99% | +1.5% |
| Q4 2015 | $4,613,000 | +5.2% | 33,109 | +3.1% | 0.97% | +2.2% |
| Q3 2015 | $4,386,000 | -8.1% | 32,108 | +1.0% | 0.95% | +0.8% |
| Q2 2015 | $4,770,000 | -3.1% | 31,805 | -1.8% | 0.94% | -3.6% |
| Q1 2015 | $4,922,000 | +9.9% | 32,388 | +4.7% | 0.98% | +4.8% |
| Q4 2014 | $4,478,000 | +11.3% | 30,925 | +5.1% | 0.93% | -0.9% |
| Q3 2014 | $4,022,000 | -5.9% | 29,415 | -1.5% | 0.94% | -6.1% |
| Q2 2014 | $4,273,000 | +4.1% | 29,867 | +0.1% | 1.00% | -1.4% |
| Q1 2014 | $4,103,000 | +17.2% | 29,844 | +14.1% | 1.02% | -11.7% |
| Q4 2013 | $3,501,000 | +10.3% | 26,160 | +2.3% | 1.15% | -5.1% |
| Q3 2013 | $3,175,000 | +12.3% | 25,573 | +4.5% | 1.21% | +3.2% |
| Q2 2013 | $2,826,000 | – | 24,467 | – | 1.17% | – |
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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% |