ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $36,658,000 | +252.5% | 241,202 | +235.9% | 0.38% | +237.8% |
| Q4 2014 | $10,398,000 | +38.3% | 71,808 | +30.6% | 0.11% | +4.7% |
| Q3 2014 | $7,518,000 | +23.4% | 54,979 | +29.2% | 0.11% | +24.7% |
| Q2 2014 | $6,091,000 | +3.1% | 42,569 | -0.9% | 0.08% | -1.2% |
| Q1 2014 | $5,905,000 | -3.4% | 42,958 | -6.0% | 0.09% | -18.1% |
| Q4 2013 | $6,112,000 | +175.4% | 45,676 | +155.6% | 0.10% | +156.1% |
| Q3 2013 | $2,219,000 | +54.3% | 17,872 | +43.5% | 0.04% | +41.4% |
| Q2 2013 | $1,438,000 | – | 12,453 | – | 0.03% | – |
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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% |