ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,653,000 | -30.6% | 11,489 | -0.8% | 0.22% | -8.8% |
| Q4 2019 | $2,383,000 | +6.5% | 11,579 | +0.0% | 0.24% | +5.8% |
| Q3 2019 | $2,237,000 | -0.5% | 11,578 | 0.0% | 0.22% | -3.0% |
| Q2 2019 | $2,249,000 | -1.0% | 11,578 | -0.7% | 0.23% | -0.9% |
| Q1 2019 | $2,271,000 | +21.6% | 11,657 | +3.7% | 0.23% | -29.1% |
| Q4 2018 | $1,867,000 | -17.5% | 11,244 | +0.0% | 0.33% | -6.2% |
| Q3 2018 | $2,263,000 | +3.1% | 11,243 | -0.2% | 0.35% | -5.1% |
| Q2 2018 | $2,195,000 | +3.8% | 11,268 | 0.0% | 0.37% | +1.4% |
| Q1 2018 | $2,114,000 | -3.9% | 11,268 | -2.8% | 0.37% | -2.9% |
| Q4 2017 | $2,200,000 | +6.1% | 11,592 | 0.0% | 0.38% | +0.8% |
| Q3 2017 | $2,074,000 | +3.0% | 11,592 | +0.2% | 0.37% | +2.5% |
| Q2 2017 | $2,013,000 | +1.3% | 11,570 | -0.3% | 0.36% | +1.7% |
| Q1 2017 | $1,988,000 | +3.6% | 11,609 | 0.0% | 0.36% | -0.6% |
| Q4 2016 | $1,919,000 | +7.1% | 11,609 | +0.3% | 0.36% | +5.6% |
| Q3 2016 | $1,791,000 | +3.6% | 11,574 | 0.0% | 0.34% | +1.8% |
| Q2 2016 | $1,729,000 | +3.6% | 11,574 | 0.0% | 0.34% | +0.6% |
| Q1 2016 | $1,669,000 | +3.3% | 11,574 | -0.2% | 0.33% | 0.0% |
| Q4 2015 | $1,616,000 | +0.6% | 11,599 | +0.0% | 0.33% | -4.0% |
| Q3 2015 | $1,606,000 | -10.6% | 11,596 | -4.9% | 0.35% | -3.6% |
| Q2 2015 | $1,797,000 | -9.3% | 12,196 | -6.4% | 0.36% | -6.2% |
| Q1 2015 | $1,981,000 | +4.9% | 13,036 | 0.0% | 0.38% | +4.1% |
| Q4 2014 | $1,888,000 | +5.0% | 13,036 | -0.9% | 0.37% | -1.3% |
| Q3 2014 | $1,798,000 | -3.7% | 13,151 | -0.8% | 0.38% | -2.8% |
| Q2 2014 | $1,867,000 | +3.0% | 13,251 | +0.5% | 0.39% | -3.3% |
| Q1 2014 | $1,812,000 | +2.9% | 13,181 | +0.2% | 0.40% | +1.0% |
| Q4 2013 | $1,761,000 | +8.1% | 13,161 | +0.3% | 0.40% | -0.8% |
| Q3 2013 | $1,629,000 | +7.5% | 13,121 | 0.0% | 0.40% | +0.8% |
| Q2 2013 | $1,516,000 | – | 13,121 | – | 0.40% | – |
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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% |