ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 512 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.86 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $63,349,000 | +30.4% | 383,141 | +22.0% | 0.01% | +20.0% |
| Q3 2016 | $48,571,000 | +7.3% | 313,950 | +3.6% | 0.01% | 0.0% |
| Q2 2016 | $45,268,000 | +9.6% | 303,020 | +5.8% | 0.01% | 0.0% |
| Q1 2016 | $41,299,000 | -23.4% | 286,424 | -25.9% | 0.01% | -16.7% |
| Q4 2015 | $53,881,000 | +68.4% | 386,745 | +65.2% | 0.01% | +50.0% |
| Q3 2015 | $31,988,000 | -1.0% | 234,152 | +8.7% | 0.01% | 0.0% |
| Q2 2015 | $32,319,000 | +5.3% | 215,488 | +6.7% | 0.01% | +14.3% |
| Q1 2015 | $30,687,000 | -74.0% | 201,917 | -75.2% | 0.01% | -75.9% |
| Q4 2014 | $117,995,000 | +2.9% | 814,882 | -2.8% | 0.03% | -9.4% |
| Q3 2014 | $114,657,000 | +0.8% | 838,505 | +5.5% | 0.03% | 0.0% |
| Q2 2014 | $113,727,000 | +14.2% | 794,847 | +9.8% | 0.03% | +6.7% |
| Q1 2014 | $99,554,000 | -2.8% | 724,189 | -5.4% | 0.03% | -3.2% |
| Q4 2013 | $102,395,000 | +19.7% | 765,227 | +11.0% | 0.03% | +6.9% |
| Q3 2013 | $85,575,000 | +13.3% | 689,342 | +5.4% | 0.03% | +3.6% |
| Q2 2013 | $75,537,000 | – | 653,996 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 154,686 | $38,571 | 28.94% |
| Holland Advisory Services, Inc. | 74,919 | $18,680,950 | 23.75% |
| LVZ, Inc. | 483,808 | $120,637,490 | 19.46% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,062 | $57,615,301 | 18.85% |
| Chandler Asset Management, Inc. | 307,779 | $76,744,682 | 18.62% |
| New England Professional Planning Group Inc. | 120,234 | $29,982,832 | 18.57% |
| Harbor Group, Inc. | 128,160 | $31,956,794 | 18.00% |
| Investments & Financial Planning, LLC | 77,046 | $19,211,497 | 17.13% |
| Platt Investment Counsel, LLC | 53,509 | $13,342,407 | 15.92% |
| TRUEFG, LLC | 147,396 | $36,753,145 | 15.90% |