ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $282,000 | +3.3% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $273,000 | +11.9% | 1,400 | +7.7% | 0.01% | +11.1% |
| Q1 2018 | $244,000 | -0.8% | 1,300 | +0.3% | 0.01% | 0.0% |
| Q4 2017 | $246,000 | +16.6% | 1,296 | +7.0% | 0.01% | +12.5% |
| Q2 2017 | $211,000 | -7.5% | 1,211 | -8.9% | 0.01% | -11.1% |
| Q1 2017 | $228,000 | +12.9% | 1,329 | +8.8% | 0.01% | 0.0% |
| Q4 2016 | $202,000 | -6.0% | 1,221 | -22.3% | 0.01% | -18.2% |
| Q3 2015 | $215,000 | -8.5% | 1,572 | +0.1% | 0.01% | +10.0% |
| Q2 2015 | $235,000 | +5.4% | 1,570 | +6.8% | 0.01% | 0.0% |
| Q1 2015 | $223,000 | – | 1,470 | – | 0.01% | – |
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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% |