ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 726 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.15 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $329,000 | -29.2% | 1,701 | -29.0% | 0.26% | -27.9% |
| Q2 2019 | $465,000 | -65.0% | 2,396 | -65.9% | 0.36% | -66.0% |
| Q1 2019 | $1,330,000 | -75.7% | 7,020 | -78.7% | 1.04% | -74.8% |
| Q4 2018 | $5,481,000 | -21.2% | 33,009 | -4.5% | 4.15% | -8.3% |
| Q3 2018 | $6,960,000 | +5.5% | 34,578 | +2.1% | 4.52% | -6.3% |
| Q2 2018 | $6,596,000 | -16.1% | 33,864 | -19.2% | 4.82% | +60.8% |
| Q1 2018 | $7,861,000 | +1.5% | 41,909 | +2.7% | 3.00% | +24.8% |
| Q4 2017 | $7,745,000 | +7.9% | 40,812 | +1.7% | 2.40% | +2.7% |
| Q3 2017 | $7,178,000 | +9.6% | 40,125 | +6.6% | 2.34% | +2.3% |
| Q2 2017 | $6,551,000 | +131.2% | 37,658 | +127.6% | 2.29% | +104.1% |
| Q1 2017 | $2,833,000 | +14.7% | 16,545 | +10.8% | 1.12% | +22.8% |
| Q4 2016 | $2,470,000 | -28.3% | 14,936 | -32.9% | 0.91% | -27.4% |
| Q3 2016 | $3,446,000 | +15.8% | 22,273 | +11.8% | 1.26% | -10.1% |
| Q2 2016 | $2,977,000 | +58.8% | 19,928 | +53.3% | 1.40% | +74.2% |
| Q1 2016 | $1,875,000 | -13.8% | 13,003 | -16.7% | 0.80% | -28.8% |
| Q4 2015 | $2,174,000 | +4080.8% | 15,604 | +4006.3% | 1.13% | +3660.0% |
| Q3 2015 | $52,000 | -73.1% | 380 | -70.5% | 0.03% | -68.1% |
| Q2 2015 | $193,000 | +73.9% | 1,286 | +76.2% | 0.09% | +49.2% |
| Q1 2015 | $111,000 | -60.2% | 730 | -62.1% | 0.06% | -69.7% |
| Q4 2014 | $279,000 | – | 1,928 | – | 0.21% | – |
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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% |