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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $648,000 | -1.1% | 3,455 | +0.1% | 0.17% | -5.6% |
| Q4 2017 | $655,000 | +9.5% | 3,452 | +3.2% | 0.18% | 0.0% |
| Q3 2017 | $598,000 | +89.8% | 3,345 | +84.8% | 0.18% | +86.3% |
| Q2 2017 | $315,000 | +32.4% | 1,810 | +30.3% | 0.10% | +28.4% |
| Q1 2017 | $238,000 | +4.8% | 1,389 | +1.3% | 0.07% | -2.6% |
| Q4 2016 | $227,000 | +2.3% | 1,371 | -4.3% | 0.08% | +1.3% |
| Q3 2016 | $222,000 | – | 1,433 | – | 0.08% | – |
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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% |