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 2017 | $147,907,000 | +9.8% | 826,756 | +6.7% | 5.55% | +4.4% |
| Q2 2017 | $134,722,000 | +3.8% | 774,489 | +2.2% | 5.31% | +0.2% |
| Q1 2017 | $129,779,000 | +4.0% | 757,968 | +0.4% | 5.30% | +1.1% |
| Q4 2016 | $124,800,000 | +6.9% | 754,809 | +0.1% | 5.24% | +3.1% |
| Q3 2016 | $116,697,000 | -8.2% | 754,292 | -11.3% | 5.08% | -8.7% |
| Q2 2016 | $127,056,000 | +4.4% | 850,500 | +0.8% | 5.57% | +1.1% |
| Q1 2016 | $121,696,000 | +6.8% | 844,000 | +3.3% | 5.50% | +4.7% |
| Q4 2015 | $113,929,000 | +12.2% | 817,400 | +10.0% | 5.26% | +4.9% |
| Q3 2015 | $101,529,000 | -6.0% | 743,200 | +3.2% | 5.01% | -1.1% |
| Q2 2015 | $107,986,000 | +0.1% | 720,000 | +1.4% | 5.07% | -0.7% |
| Q1 2015 | $107,906,000 | +5.4% | 710,000 | +0.4% | 5.10% | +2.9% |
| Q4 2014 | $102,374,000 | +9.1% | 707,000 | +3.0% | 4.96% | +3.3% |
| Q3 2014 | $93,817,000 | -1.4% | 686,100 | +3.2% | 4.80% | -2.3% |
| Q2 2014 | $95,105,000 | +6.8% | 664,700 | +2.6% | 4.92% | +4.9% |
| Q1 2014 | $89,074,000 | +2.1% | 648,000 | -0.6% | 4.69% | -0.5% |
| Q4 2013 | $87,264,000 | +8.0% | 652,000 | +0.2% | 4.71% | -1.4% |
| Q3 2013 | $80,765,000 | +4.9% | 650,600 | -2.4% | 4.78% | +7.1% |
| Q2 2013 | $76,981,000 | – | 666,500 | – | 4.46% | – |
Download | ||||||
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% |