ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 552 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $216,000 | -79.2% | 1,395 | -79.9% | 0.16% | -53.4% |
| Q2 2016 | $1,036,000 | -0.3% | 6,935 | -3.8% | 0.34% | -0.9% |
| Q1 2016 | $1,039,000 | -0.9% | 7,207 | -4.1% | 0.34% | +9.4% |
| Q4 2015 | $1,048,000 | -19.7% | 7,519 | -21.3% | 0.31% | -22.8% |
| Q3 2015 | $1,305,000 | -8.9% | 9,552 | 0.0% | 0.40% | +0.5% |
| Q2 2015 | $1,433,000 | -1.8% | 9,552 | -0.6% | 0.40% | -0.3% |
| Q1 2015 | $1,460,000 | +1.0% | 9,608 | -3.8% | 0.40% | +3.4% |
| Q4 2014 | $1,446,000 | +3.0% | 9,983 | -2.8% | 0.39% | 0.0% |
| Q3 2014 | $1,404,000 | -20.0% | 10,269 | -16.3% | 0.39% | -19.1% |
| Q2 2014 | $1,755,000 | +1.7% | 12,269 | -2.3% | 0.48% | -1.4% |
| Q1 2014 | $1,726,000 | -29.4% | 12,552 | -31.3% | 0.48% | -32.2% |
| Q4 2013 | $2,446,000 | +15.9% | 18,281 | +7.6% | 0.71% | +1.7% |
| Q3 2013 | $2,110,000 | -20.9% | 16,996 | -26.4% | 0.70% | +49.4% |
| Q2 2013 | $2,668,000 | – | 23,106 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 853,525 | $241,616,000 | 43.44% |
| HBC Financial Services, PLLC | 154,207 | $43,652,000 | 27.70% |
| Leonard Rickey Investment Advisors P.L.L.C. | 254,516 | $72,048,000 | 26.39% |
| LVZ, Inc. | 498,297 | $141,058,000 | 18.86% |
| Harbor Group, Inc. | 110,734 | $31,346,000 | 18.67% |
| New England Professional Planning Group Inc. | 110,430 | $30,319,000 | 18.49% |
| Millburn Ridgefield Corp | 968,792 | $274,246,000 | 17.49% |
| Investments & Financial Planning, LLC | 70,663 | $18,897,000 | 16.96% |
| CJM Wealth Advisers, Ltd. | 80,136 | $22,685,027 | 16.14% |
| Bryant Woods Investment Advisors, LLC | 72,757 | $20,607,000 | 16.08% |