ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 561 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.15 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $27,464,000 | -16.4% | 144,755 | -21.1% | 1.89% | -17.6% |
| Q3 2017 | $32,859,000 | +16.9% | 183,454 | +13.6% | 2.29% | +6.5% |
| Q2 2017 | $28,103,000 | +32.8% | 161,553 | +30.6% | 2.15% | +15.8% |
| Q1 2017 | $21,159,000 | +31.4% | 123,683 | +26.9% | 1.86% | +15.8% |
| Q4 2016 | $16,107,000 | +55.8% | 97,484 | +46.0% | 1.60% | +47.3% |
| Q3 2016 | $10,336,000 | -7.7% | 66,765 | -10.7% | 1.09% | -13.7% |
| Q2 2016 | $11,196,000 | +11.0% | 74,782 | +7.2% | 1.26% | -0.6% |
| Q1 2016 | $10,090,000 | +11.6% | 69,758 | +7.7% | 1.27% | +5.6% |
| Q4 2015 | $9,044,000 | +18.3% | 64,769 | +17.4% | 1.20% | +3.3% |
| Q3 2015 | $7,642,000 | +36.4% | 55,167 | +50.4% | 1.16% | +43.5% |
| Q2 2015 | $5,604,000 | +21.3% | 36,679 | +19.6% | 0.81% | +15.3% |
| Q1 2015 | $4,620,000 | +20.4% | 30,667 | +17.3% | 0.70% | +11.2% |
| Q4 2014 | $3,838,000 | -13.0% | 26,151 | -18.7% | 0.63% | -20.4% |
| Q3 2014 | $4,412,000 | -2.9% | 32,168 | +0.6% | 0.80% | -4.4% |
| Q2 2014 | $4,545,000 | +12.9% | 31,966 | +7.8% | 0.83% | +0.1% |
| Q1 2014 | $4,024,000 | +16.4% | 29,661 | +14.5% | 0.83% | +13.8% |
| Q4 2013 | $3,456,000 | +21.0% | 25,916 | +12.5% | 0.73% | +17.6% |
| Q3 2013 | $2,857,000 | +28.2% | 23,040 | +19.3% | 0.62% | +16.7% |
| Q2 2013 | $2,228,000 | – | 19,308 | – | 0.53% | – |
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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% |