ROCKEFELLER FINANCIAL SERVICES INC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 529 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
ROCKEFELLER FINANCIAL SERVICES INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$91,000
+7.1%
4790.0%0.00%
-50.0%
Q3 2017$85,000
+2.4%
4790.0%0.00%0.0%
Q2 2017$83,000
+1.2%
4790.0%0.00%0.0%
Q1 2017$82,000
+3.8%
4790.0%0.00%0.0%
Q4 2016$79,000
+14.5%
479
+8.1%
0.00%
+100.0%
Q3 2016$69,000
+4.5%
4430.0%0.00%0.0%
Q2 2016$66,000
+3.1%
4430.0%0.00%0.0%
Q1 2016$64,000
+3.2%
4430.0%0.00%0.0%
Q4 2015$62,000
-53.7%
443
-55.7%
0.00%
-66.7%
Q4 2013$134,000
+8.1%
1,0000.0%0.00%0.0%
Q3 2013$124,000
+6.9%
1,0000.0%0.00%0.0%
Q2 2013$116,0001,0000.00%
Other shareholders
ISHARES TR shareholders Q1 2014
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 800,218$142,295,00058.78%
Leonard Rickey Investment Advisors P.L.L.C. 243,400$43,281,00028.17%
HBC Financial Services, PLLC 158,955$29,111,00026.14%
LVZ, Inc. 492,760$87,623,00019.62%
FFT WEALTH MANAGEMENT LLC 364,583$64,830,00019.50%
Affiance Financial, LLC 183,510$32,632,00017.74%
ARKANSAS FINANCIAL GROUP, INC. 312,588$55,584,00017.53%
Millburn Ridgefield Corp 1,450,610$257,947,00017.12%
New England Professional Planning Group Inc. 109,770$21,337,00016.48%
TRUEFG, LLC 117,752$20,939,00015.80%
View complete list of ISHARES TR shareholders