ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 873 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $397,000 | +77.2% | 2,407 | +65.2% | 0.54% | +75.4% |
| Q3 2016 | $224,000 | -54.4% | 1,457 | -55.7% | 0.31% | -58.3% |
| Q2 2016 | $491,000 | -5.0% | 3,292 | -7.9% | 0.74% | -0.3% |
| Q1 2016 | $517,000 | -36.3% | 3,576 | -34.0% | 0.74% | -19.6% |
| Q2 2015 | $812,000 | +24.5% | 5,415 | +26.4% | 0.92% | +30.7% |
| Q1 2015 | $652,000 | -18.5% | 4,285 | -22.6% | 0.71% | -15.6% |
| Q4 2014 | $800,000 | -64.3% | 5,533 | -66.2% | 0.84% | -64.8% |
| Q3 2014 | $2,239,000 | -4.1% | 16,369 | +0.3% | 2.38% | +14.4% |
| Q2 2014 | $2,335,000 | -78.4% | 16,328 | -79.8% | 2.08% | -79.5% |
| Q4 2013 | $10,830,000 | +3450.8% | 80,921 | +3201.6% | 10.17% | +3597.8% |
| Q3 2013 | $305,000 | – | 2,451 | – | 0.28% | – |
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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% |