ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 623 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.74 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $32,250,000 | -8.8% | 236,073 | +0.2% | 0.28% | -5.1% |
| Q2 2015 | $35,352,000 | -3.2% | 235,708 | -1.9% | 0.29% | -5.2% |
| Q1 2015 | $36,509,000 | -9.0% | 240,225 | -13.3% | 0.31% | -11.5% |
| Q4 2014 | $40,111,000 | +177.3% | 277,013 | +161.9% | 0.35% | +163.6% |
| Q3 2014 | $14,464,000 | -62.1% | 105,777 | -60.3% | 0.13% | -62.1% |
| Q2 2014 | $38,122,000 | +103.5% | 266,436 | +95.6% | 0.35% | +32.3% |
| Q1 2014 | $18,729,000 | -3.4% | 136,248 | -6.0% | 0.26% | -9.9% |
| Q4 2013 | $19,387,000 | +13.8% | 144,887 | +5.6% | 0.29% | -3.0% |
| Q3 2013 | $17,034,000 | +116.9% | 137,214 | +101.8% | 0.30% | +106.2% |
| Q2 2013 | $7,852,000 | – | 67,989 | – | 0.15% | – |
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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% |