ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 623 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.74 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $218,000 | +39.7% | 1,218 | +36.1% | 0.06% | +35.7% |
| Q2 2017 | $156,000 | +17.3% | 895 | +15.6% | 0.04% | +13.5% |
| Q1 2017 | $133,000 | +8.1% | 774 | +4.0% | 0.04% | +2.8% |
| Q4 2016 | $123,000 | -66.1% | 744 | -70.5% | 0.04% | -66.0% |
| Q1 2016 | $363,000 | -52.8% | 2,519 | -54.4% | 0.11% | -51.8% |
| Q4 2015 | $769,000 | +123.5% | 5,519 | +119.1% | 0.22% | +120.0% |
| Q3 2015 | $344,000 | -9.0% | 2,519 | 0.0% | 0.10% | +6.4% |
| Q2 2015 | $378,000 | -1.3% | 2,519 | 0.0% | 0.09% | -5.1% |
| Q1 2015 | $383,000 | +4.9% | 2,519 | 0.0% | 0.10% | +4.2% |
| Q4 2014 | $365,000 | +6.1% | 2,519 | 0.0% | 0.10% | 0.0% |
| Q3 2014 | $344,000 | -4.4% | 2,519 | 0.0% | 0.10% | +3.3% |
| Q2 2014 | $360,000 | +4.0% | 2,519 | 0.0% | 0.09% | +9.5% |
| Q1 2014 | $346,000 | +3.6% | 2,519 | +0.8% | 0.08% | -13.4% |
| Q4 2013 | $334,000 | – | 2,498 | – | 0.10% | – |
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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% |