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 | $1,129,000 | +5.6% | 6,593 | +2.0% | 0.38% | -5.0% |
| Q4 2016 | $1,069,000 | +6.3% | 6,463 | -0.6% | 0.40% | +10.6% |
| Q3 2016 | $1,006,000 | +2.5% | 6,501 | -1.0% | 0.36% | -5.0% |
| Q2 2016 | $981,000 | -4.1% | 6,565 | -7.5% | 0.38% | -12.1% |
| Q1 2016 | $1,023,000 | +2.7% | 7,096 | -0.8% | 0.43% | +0.5% |
| Q4 2015 | $996,000 | +2.3% | 7,150 | +0.3% | 0.43% | +0.7% |
| Q3 2015 | $974,000 | -9.0% | 7,131 | 0.0% | 0.43% | +2.7% |
| Q2 2015 | $1,070,000 | +7.9% | 7,131 | +9.2% | 0.42% | +0.2% |
| Q1 2015 | $992,000 | – | 6,528 | – | 0.41% | – |
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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% |