ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $32,232,000 | -14.6% | 235,939 | -6.3% | 0.72% | +51.8% |
| Q2 2015 | $37,750,000 | -5.8% | 251,698 | -4.5% | 0.48% | -9.3% |
| Q1 2015 | $40,059,000 | +3.7% | 263,582 | -1.2% | 0.53% | +60.4% |
| Q4 2014 | $38,635,000 | -0.4% | 266,814 | -5.9% | 0.33% | -0.6% |
| Q3 2014 | $38,775,000 | -8.5% | 283,568 | -4.3% | 0.33% | -81.5% |
| Q2 2014 | $42,399,000 | +0.8% | 296,336 | -3.1% | 1.78% | -4.2% |
| Q1 2014 | $42,047,000 | +2.7% | 305,864 | -0.1% | 1.86% | +79.0% |
| Q4 2013 | $40,953,000 | +2.3% | 306,050 | -5.1% | 1.04% | -10.4% |
| Q3 2013 | $40,029,000 | +8.7% | 322,451 | +1.1% | 1.16% | +122.0% |
| Q2 2013 | $36,836,000 | – | 318,922 | – | 0.52% | – |
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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% |