ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,119,000 | -2.1% | 15,505 | -5.2% | 3.40% | -9.6% |
| Q2 2018 | $3,186,000 | -13.7% | 16,356 | -17.4% | 3.76% | -26.5% |
| Q1 2018 | $3,691,000 | +3.0% | 19,807 | +4.8% | 5.12% | -34.5% |
| Q4 2017 | $3,585,000 | +22.6% | 18,891 | +15.6% | 7.81% | +1.0% |
| Q3 2017 | $2,923,000 | +8.6% | 16,339 | +5.6% | 7.74% | -0.8% |
| Q2 2017 | $2,691,000 | +16.2% | 15,469 | +14.4% | 7.80% | +6.8% |
| Q1 2017 | $2,315,000 | +2.9% | 13,519 | -0.6% | 7.30% | -6.9% |
| Q4 2016 | $2,249,000 | – | 13,604 | – | 7.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |