ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 451 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.39 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $3,082,000 | -7.6% | 22,540 | -3.3% | 0.43% | -9.4% |
| Q2 2014 | $3,336,000 | +40.7% | 23,314 | +35.2% | 0.48% | +27.2% |
| Q1 2014 | $2,371,000 | -33.9% | 17,247 | -35.7% | 0.38% | -38.1% |
| Q4 2013 | $3,589,000 | +81.3% | 26,821 | +68.2% | 0.61% | +25.7% |
| Q3 2013 | $1,980,000 | +27.5% | 15,949 | +18.8% | 0.48% | +11.1% |
| Q2 2013 | $1,553,000 | – | 13,427 | – | 0.43% | – |
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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% |