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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $7,019,000 | +15.4% | 46,800 | +16.9% | 1.80% | +21.7% |
| Q1 2015 | $6,084,000 | +15.1% | 40,030 | +9.7% | 1.48% | +14.4% |
| Q4 2014 | $5,286,000 | +32.8% | 36,507 | +25.5% | 1.29% | +30.0% |
| Q3 2014 | $3,979,000 | -2.4% | 29,100 | +2.2% | 0.99% | +1.3% |
| Q2 2014 | $4,076,000 | -7.1% | 28,487 | -10.7% | 0.98% | -4.1% |
| Q1 2014 | $4,387,000 | +2.4% | 31,912 | -0.3% | 1.02% | +3.7% |
| Q4 2013 | $4,285,000 | +20.0% | 32,020 | +11.3% | 0.98% | +11.8% |
| Q3 2013 | $3,572,000 | +10.5% | 28,775 | +2.8% | 0.88% | +3.9% |
| Q2 2013 | $3,232,000 | – | 27,980 | – | 0.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |