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 2019 | $412,000 | +6.5% | 2,002 | 0.0% | 0.13% | -2.3% |
| Q3 2019 | $387,000 | -6.5% | 2,002 | -6.0% | 0.13% | -16.8% |
| Q2 2019 | $414,000 | +2.7% | 2,129 | 0.0% | 0.16% | 0.0% |
| Q1 2019 | $403,000 | +25.2% | 2,129 | +9.6% | 0.16% | +8.4% |
| Q4 2018 | $322,000 | -75.5% | 1,942 | -77.9% | 0.14% | -66.6% |
| Q2 2016 | $1,312,000 | +3.6% | 8,782 | 0.0% | 0.43% | -9.1% |
| Q1 2016 | $1,266,000 | +3.4% | 8,782 | 0.0% | 0.47% | +1.9% |
| Q4 2015 | $1,224,000 | +2.0% | 8,782 | 0.0% | 0.46% | -2.1% |
| Q3 2015 | $1,200,000 | -8.9% | 8,782 | 0.0% | 0.47% | -1.0% |
| Q2 2015 | $1,317,000 | +575.4% | 8,782 | +585.0% | 0.48% | +553.4% |
| Q1 2015 | $195,000 | +4.8% | 1,282 | 0.0% | 0.07% | +4.3% |
| Q4 2014 | $186,000 | +6.3% | 1,282 | 0.0% | 0.07% | 0.0% |
| Q3 2014 | $175,000 | -4.4% | 1,282 | 0.0% | 0.07% | -16.7% |
| Q2 2014 | $183,000 | +4.0% | 1,282 | 0.0% | 0.08% | +1.2% |
| Q1 2014 | $176,000 | +2.3% | 1,282 | 0.0% | 0.08% | +5.1% |
| Q4 2013 | $172,000 | +8.2% | 1,282 | 0.0% | 0.08% | +1.3% |
| Q3 2013 | $159,000 | +7.4% | 1,282 | 0.0% | 0.08% | +5.4% |
| Q2 2013 | $148,000 | – | 1,282 | – | 0.07% | – |
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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% |