ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,678,000 | -24.3% | 10,104 | -8.2% | 0.98% | -7.9% |
| Q3 2018 | $2,216,000 | +10.0% | 11,008 | +6.4% | 1.06% | +2.3% |
| Q2 2018 | $2,015,000 | +3.1% | 10,346 | -0.7% | 1.04% | +0.6% |
| Q1 2018 | $1,954,000 | -10.0% | 10,419 | -9.0% | 1.03% | -3.4% |
| Q4 2017 | $2,172,000 | +0.4% | 11,445 | -5.3% | 1.07% | -2.7% |
| Q3 2017 | $2,163,000 | -4.7% | 12,091 | -7.4% | 1.10% | -6.3% |
| Q2 2017 | $2,270,000 | +0.9% | 13,051 | -0.7% | 1.17% | -3.3% |
| Q1 2017 | $2,250,000 | +6.9% | 13,141 | +3.3% | 1.21% | +0.2% |
| Q4 2016 | $2,104,000 | +101.1% | 12,724 | +88.2% | 1.21% | +92.1% |
| Q3 2016 | $1,046,000 | +3.3% | 6,760 | -0.3% | 0.63% | +1.0% |
| Q2 2016 | $1,013,000 | -9.7% | 6,778 | -12.9% | 0.62% | -13.0% |
| Q1 2016 | $1,122,000 | -33.6% | 7,780 | -35.9% | 0.72% | -29.6% |
| Q4 2015 | $1,690,000 | -4.5% | 12,129 | -6.4% | 1.02% | -7.2% |
| Q3 2015 | $1,770,000 | -8.3% | 12,958 | +0.7% | 1.10% | -5.6% |
| Q2 2015 | $1,931,000 | +1.2% | 12,874 | +2.5% | 1.16% | -0.6% |
| Q1 2015 | $1,909,000 | +18.1% | 12,562 | +12.5% | 1.17% | -13.9% |
| Q4 2014 | $1,617,000 | +17.6% | 11,165 | +11.1% | 1.36% | -10.6% |
| Q3 2014 | $1,375,000 | +30.8% | 10,053 | +36.8% | 1.52% | +34.9% |
| Q2 2014 | $1,051,000 | +1.1% | 7,347 | -2.9% | 1.12% | -4.3% |
| Q1 2014 | $1,040,000 | +7.1% | 7,567 | +4.3% | 1.17% | +3.9% |
| Q4 2013 | $971,000 | +14.8% | 7,255 | +6.4% | 1.13% | +6.1% |
| Q3 2013 | $846,000 | +3.7% | 6,818 | -3.5% | 1.06% | -3.4% |
| Q2 2013 | $816,000 | – | 7,065 | – | 1.10% | – |
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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% |