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 2017 | $29,000 | +16.0% | 170 | +13.3% | 0.02% | +10.0% |
| Q4 2016 | $25,000 | +8.7% | 150 | 0.0% | 0.02% | +11.1% |
| Q3 2016 | $23,000 | +4.5% | 150 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $22,000 | 0.0% | 150 | 0.0% | 0.02% | -5.3% |
| Q1 2016 | $22,000 | +4.8% | 150 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $21,000 | +200.0% | 150 | +200.0% | 0.02% | +171.4% |
| Q3 2015 | $7,000 | 0.0% | 50 | 0.0% | 0.01% | +16.7% |
| Q2 2015 | $7,000 | -12.5% | 50 | 0.0% | 0.01% | -14.3% |
| Q1 2015 | $8,000 | +14.3% | 50 | 0.0% | 0.01% | +16.7% |
| Q4 2014 | $7,000 | – | 50 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 853,525 | $241,616,000 | 43.44% |
| HBC Financial Services, PLLC | 154,207 | $43,652,000 | 27.70% |
| Leonard Rickey Investment Advisors P.L.L.C. | 254,516 | $72,048,000 | 26.39% |
| LVZ, Inc. | 498,297 | $141,058,000 | 18.86% |
| Harbor Group, Inc. | 110,734 | $31,346,000 | 18.67% |
| New England Professional Planning Group Inc. | 110,430 | $30,319,000 | 18.49% |
| Millburn Ridgefield Corp | 968,792 | $274,246,000 | 17.49% |
| Investments & Financial Planning, LLC | 70,663 | $18,897,000 | 16.96% |
| CJM Wealth Advisers, Ltd. | 80,136 | $22,685,027 | 16.14% |
| Bryant Woods Investment Advisors, LLC | 72,757 | $20,607,000 | 16.08% |