ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 529 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $11,668,000 | +28.4% | 61,605 | +12.6% | 1.10% | +16.0% |
| Q4 2018 | $9,088,000 | +1.9% | 54,728 | +23.5% | 0.95% | +14.6% |
| Q3 2018 | $8,922,000 | +14.5% | 44,326 | +10.9% | 0.83% | +9.4% |
| Q2 2018 | $7,789,000 | +26.0% | 39,987 | +21.3% | 0.76% | +22.3% |
| Q1 2018 | $6,183,000 | +67.5% | 32,962 | +69.5% | 0.62% | +65.8% |
| Q4 2017 | $3,691,000 | +50.8% | 19,450 | +42.1% | 0.37% | +45.0% |
| Q3 2017 | $2,448,000 | +42.9% | 13,684 | +39.0% | 0.26% | +37.2% |
| Q2 2017 | $1,713,000 | +34.0% | 9,848 | +31.9% | 0.19% | +31.5% |
| Q1 2017 | $1,278,000 | +2508.2% | 7,466 | +2095.9% | 0.14% | +1942.9% |
| Q4 2014 | $49,000 | -34.7% | 340 | -37.6% | 0.01% | -36.4% |
| Q3 2014 | $75,000 | -3.8% | 545 | 0.0% | 0.01% | -8.3% |
| Q2 2014 | $78,000 | -16.1% | 545 | -19.9% | 0.01% | -14.3% |
| Q1 2014 | $93,000 | +27.4% | 680 | +24.8% | 0.01% | +27.3% |
| Q4 2013 | $73,000 | -12.0% | 545 | -18.7% | 0.01% | -21.4% |
| Q3 2013 | $83,000 | -19.4% | 670 | -25.1% | 0.01% | -22.2% |
| Q2 2013 | $103,000 | – | 895 | – | 0.02% | – |
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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% |