ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 713 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $4,402,000 | +4.4% | 24,614 | +1.6% | 3.89% | +23.0% |
| Q2 2017 | $4,216,000 | +12.2% | 24,230 | +10.4% | 3.16% | -1.6% |
| Q1 2017 | $3,758,000 | +2.1% | 21,948 | -1.4% | 3.21% | +0.3% |
| Q4 2016 | $3,679,000 | +18.4% | 22,249 | +10.8% | 3.20% | +0.8% |
| Q3 2016 | $3,106,000 | +1.2% | 20,076 | -2.2% | 3.18% | +13.0% |
| Q2 2016 | $3,070,000 | +1.6% | 20,533 | -2.2% | 2.81% | -5.5% |
| Q1 2016 | $3,021,000 | -4.2% | 20,988 | -7.4% | 2.98% | -5.6% |
| Q4 2015 | $3,155,000 | – | 22,661 | – | 3.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 748,496 | $108,824,000 | 42.63% |
| Pachira Investments Inc. | 46,774 | $6,729,000 | 27.00% |
| Leonard Rickey Investment Advisors P.L.L.C. | 228,867 | $32,925,000 | 25.54% |
| HBC Financial Services, PLLC | 150,155 | $20,335,000 | 23.05% |
| Affiance Financial, LLC | 179,372 | $25,804,000 | 17.79% |
| Lee Financial Co | 365,578 | $52,592,000 | 17.45% |
| Millburn Ridgefield Corp | 2,025,674 | $291,413,000 | 17.42% |
| Independent Order of Foresters | 101,500 | $14,602,000 | 17.16% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,694 | $44,984,000 | 16.72% |
| LVZ, Inc. | 457,036 | $65,749,000 | 16.06% |