ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $585,000 | +7.5% | 3,363 | +5.9% | 0.01% | +10.0% |
| Q1 2017 | $544,000 | +8.6% | 3,175 | +4.7% | 0.01% | 0.0% |
| Q4 2016 | $501,000 | +7.1% | 3,033 | +0.2% | 0.01% | +11.1% |
| Q3 2016 | $468,000 | -34.4% | 3,026 | -36.6% | 0.01% | -43.8% |
| Q2 2016 | $713,000 | +3.6% | 4,774 | +0.0% | 0.02% | -15.8% |
| Q1 2016 | $688,000 | +2.8% | 4,773 | -0.6% | 0.02% | +5.6% |
| Q4 2015 | $669,000 | +104.6% | 4,803 | +100.5% | 0.02% | +125.0% |
| Q3 2015 | $327,000 | -12.8% | 2,396 | -4.1% | 0.01% | +14.3% |
| Q2 2015 | $375,000 | -7.2% | 2,499 | -6.0% | 0.01% | -12.5% |
| Q1 2015 | $404,000 | -38.9% | 2,658 | -41.7% | 0.01% | -38.5% |
| Q4 2014 | $661,000 | +60.0% | 4,562 | +51.0% | 0.01% | +62.5% |
| Q3 2014 | $413,000 | +0.2% | 3,021 | +5.0% | 0.01% | -11.1% |
| Q2 2014 | $412,000 | +20.5% | 2,876 | +15.6% | 0.01% | 0.0% |
| Q1 2014 | $342,000 | -10.0% | 2,488 | -12.4% | 0.01% | -25.0% |
| Q4 2013 | $380,000 | +27.5% | 2,839 | +18.3% | 0.01% | 0.0% |
| Q3 2013 | $298,000 | -38.9% | 2,400 | -43.2% | 0.01% | -45.5% |
| Q2 2013 | $488,000 | – | 4,222 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 853,525 | $241,616,000 | 43.44% |
| HBC Financial Services, PLLC | 154,207 | $43,652,000 | 27.70% |
| Leonard Rickey Investment Advisors P.L.L.C. | 254,516 | $72,048,000 | 26.39% |
| LVZ, Inc. | 498,297 | $141,058,000 | 18.86% |
| Harbor Group, Inc. | 110,734 | $31,346,000 | 18.67% |
| New England Professional Planning Group Inc. | 110,430 | $30,319,000 | 18.49% |
| Millburn Ridgefield Corp | 968,792 | $274,246,000 | 17.49% |
| Investments & Financial Planning, LLC | 70,663 | $18,897,000 | 16.96% |
| CJM Wealth Advisers, Ltd. | 80,136 | $22,685,027 | 16.14% |
| Bryant Woods Investment Advisors, LLC | 72,757 | $20,607,000 | 16.08% |