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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $2,479,000 | +8.0% | 17,118 | +2.0% | 0.87% | +8.5% |
| Q3 2014 | $2,295,000 | -0.4% | 16,786 | +4.2% | 0.80% | +0.4% |
| Q2 2014 | $2,304,000 | -48.5% | 16,102 | -50.5% | 0.80% | -7.1% |
| Q1 2014 | $4,474,000 | +111.8% | 32,550 | +106.2% | 0.86% | -1.9% |
| Q4 2013 | $2,112,000 | +20.1% | 15,783 | +11.4% | 0.88% | -1.2% |
| Q3 2013 | $1,759,000 | +93.1% | 14,171 | +79.7% | 0.89% | +46.1% |
| Q2 2013 | $911,000 | – | 7,885 | – | 0.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |