ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 529 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,007,000 | -30.5% | 6,065 | -15.3% | 0.40% | -14.2% |
| Q3 2018 | $1,448,000 | +91.3% | 7,162 | +85.2% | 0.46% | +83.8% |
| Q2 2018 | $757,000 | +11.2% | 3,868 | +5.5% | 0.25% | +15.0% |
| Q1 2018 | $681,000 | -79.2% | 3,665 | -78.8% | 0.22% | -75.9% |
| Q4 2017 | $3,274,000 | +259.4% | 17,251 | +238.8% | 0.91% | +244.2% |
| Q3 2017 | $911,000 | +6.1% | 5,092 | +3.1% | 0.26% | +6.0% |
| Q2 2017 | $859,000 | -77.3% | 4,938 | -77.7% | 0.25% | -78.7% |
| Q1 2017 | $3,784,000 | -45.2% | 22,098 | -47.0% | 1.17% | -47.8% |
| Q4 2016 | $6,899,000 | +101.9% | 41,724 | +88.9% | 2.24% | +89.8% |
| Q3 2016 | $3,417,000 | -58.5% | 22,084 | -59.9% | 1.18% | -59.5% |
| Q2 2016 | $8,230,000 | -13.5% | 55,122 | -16.5% | 2.92% | -13.4% |
| Q1 2016 | $9,519,000 | +1425.5% | 66,017 | +1373.9% | 3.37% | +694.6% |
| Q4 2015 | $624,000 | -96.7% | 4,479 | -96.4% | 0.42% | -93.2% |
| Q2 2015 | $18,698,000 | +59.3% | 124,667 | +61.4% | 6.25% | +69.4% |
| Q1 2015 | $11,739,000 | -39.3% | 77,240 | -42.2% | 3.69% | -39.7% |
| Q4 2014 | $19,353,000 | -62.7% | 133,658 | -64.8% | 6.12% | -57.3% |
| Q3 2014 | $51,952,000 | +28.9% | 379,929 | +34.8% | 14.32% | +51.6% |
| Q2 2014 | $40,317,000 | +6710.3% | 281,776 | +6428.6% | 9.44% | +13012.5% |
| Q1 2014 | $592,000 | -99.3% | 4,316 | -99.4% | 0.07% | -99.7% |
| Q4 2013 | $88,321,000 | +95.0% | 670,046 | +86.3% | 23.47% | +62.0% |
| Q3 2013 | $45,289,000 | – | 359,582 | – | 14.48% | – |
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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% |