ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 552 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $18,531,000 | +31.3% | 97,839 | +15.1% | 0.28% | +15.4% |
| Q4 2018 | $14,111,000 | -1.5% | 84,973 | +19.4% | 0.25% | +11.3% |
| Q3 2018 | $14,330,000 | +27.1% | 71,189 | +23.0% | 0.22% | +13.8% |
| Q2 2018 | $11,277,000 | +16.9% | 57,896 | +12.6% | 0.20% | +14.0% |
| Q1 2018 | $9,643,000 | +56.6% | 51,409 | +49.3% | 0.17% | +43.7% |
| Q3 2017 | $6,158,000 | +7.7% | 34,424 | +4.7% | 0.12% | +4.4% |
| Q2 2017 | $5,718,000 | +50.4% | 32,869 | +48.1% | 0.11% | +46.2% |
| Q1 2017 | $3,801,000 | +263.0% | 22,199 | +250.5% | 0.08% | +239.1% |
| Q4 2016 | $1,047,000 | -4.9% | 6,334 | -11.0% | 0.02% | -11.5% |
| Q3 2016 | $1,101,000 | +20.6% | 7,115 | +16.4% | 0.03% | +18.2% |
| Q2 2016 | $913,000 | +0.1% | 6,115 | -3.3% | 0.02% | 0.0% |
| Q1 2016 | $912,000 | +17.7% | 6,325 | +13.7% | 0.02% | +10.0% |
| Q4 2015 | $775,000 | +14.0% | 5,563 | +11.8% | 0.02% | +5.3% |
| Q3 2015 | $680,000 | -4.1% | 4,977 | +5.3% | 0.02% | 0.0% |
| Q2 2015 | $709,000 | -82.5% | 4,725 | -82.3% | 0.02% | -82.6% |
| Q1 2015 | $4,055,000 | +5.1% | 26,681 | +0.1% | 0.11% | +2.8% |
| Q4 2014 | $3,859,000 | -35.6% | 26,648 | -39.2% | 0.11% | -39.1% |
| Q3 2014 | $5,996,000 | -31.9% | 43,849 | -28.8% | 0.17% | -32.3% |
| Q2 2014 | $8,809,000 | +78.1% | 61,563 | +71.1% | 0.26% | +72.5% |
| Q1 2014 | $4,946,000 | -44.5% | 35,980 | -46.0% | 0.15% | -44.8% |
| Q4 2013 | $8,911,000 | +13.3% | 66,592 | +5.1% | 0.27% | -1.8% |
| Q3 2013 | $7,864,000 | +1097.0% | 63,350 | +1013.2% | 0.28% | +1045.8% |
| Q2 2013 | $657,000 | – | 5,691 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |