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 | ||||
|---|---|---|---|---|---|---|
| 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. | 748,496 | $108,824,000 | 42.63% |
| Pachira Investments Inc. | 46,774 | $6,729,000 | 27.00% |
| Leonard Rickey Investment Advisors P.L.L.C. | 228,867 | $32,925,000 | 25.54% |
| HBC Financial Services, PLLC | 150,155 | $20,335,000 | 23.05% |
| Affiance Financial, LLC | 179,372 | $25,804,000 | 17.79% |
| Lee Financial Co | 365,578 | $52,592,000 | 17.45% |
| Millburn Ridgefield Corp | 2,025,674 | $291,413,000 | 17.42% |
| Independent Order of Foresters | 101,500 | $14,602,000 | 17.16% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,694 | $44,984,000 | 16.72% |
| LVZ, Inc. | 457,036 | $65,749,000 | 16.06% |