ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 451 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.39 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $466,000 | +7.1% | 3,218 | +1.2% | 0.09% | +12.0% |
| Q3 2014 | $435,000 | -4.4% | 3,180 | 0.0% | 0.08% | -3.5% |
| Q2 2014 | $455,000 | +4.1% | 3,180 | 0.0% | 0.09% | +6.2% |
| Q1 2014 | $437,000 | +2.6% | 3,180 | 0.0% | 0.08% | +6.6% |
| Q4 2013 | $426,000 | -54.2% | 3,180 | -57.6% | 0.08% | -53.7% |
| Q3 2013 | $931,000 | +15.1% | 7,500 | +7.1% | 0.16% | -3.5% |
| Q2 2013 | $809,000 | – | 7,000 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |