ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $605,693 | -37.4% | 2,504 | -26.8% | 0.04% | -13.0% |
| Q4 2021 | $968,000 | -4.3% | 3,419 | -11.1% | 0.05% | -11.5% |
| Q3 2021 | $1,012,000 | -93.0% | 3,846 | -96.4% | 0.05% | -96.9% |
| Q3 2015 | $14,506,000 | -12.8% | 106,185 | -4.3% | 1.70% | -4.0% |
| Q2 2015 | $16,640,000 | -1.0% | 110,946 | +0.3% | 1.77% | +3.7% |
| Q1 2015 | $16,806,000 | +4.7% | 110,583 | -0.3% | 1.71% | +6.9% |
| Q4 2014 | $16,057,000 | +11.5% | 110,893 | +5.3% | 1.60% | +18.6% |
| Q3 2014 | $14,397,000 | – | 105,288 | – | 1.35% | – |
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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% |