ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $5,653,000 | +5.7% | 29,785 | -0.3% | 1.04% | +2.2% |
| Q3 2017 | $5,346,000 | +6.2% | 29,882 | +3.2% | 1.02% | -2.9% |
| Q2 2017 | $5,036,000 | +6.4% | 28,951 | +4.7% | 1.05% | +1.3% |
| Q1 2017 | $4,733,000 | -12.7% | 27,640 | -15.7% | 1.04% | -20.4% |
| Q4 2016 | $5,422,000 | +4.0% | 32,791 | -4.2% | 1.30% | -1.4% |
| Q3 2016 | $5,212,000 | -2.3% | 34,236 | -4.1% | 1.32% | -7.3% |
| Q2 2016 | $5,335,000 | +0.0% | 35,709 | -3.5% | 1.43% | +7.9% |
| Q1 2016 | $5,334,000 | -12.0% | 36,993 | -15.0% | 1.32% | -8.3% |
| Q4 2015 | $6,061,000 | +8.3% | 43,505 | +6.2% | 1.44% | +2.7% |
| Q3 2015 | $5,596,000 | -1.7% | 40,962 | +8.0% | 1.40% | +0.7% |
| Q2 2015 | $5,691,000 | +6.2% | 37,942 | +7.6% | 1.40% | +3.7% |
| Q1 2015 | $5,361,000 | +14.3% | 35,277 | +8.9% | 1.34% | +5.6% |
| Q4 2014 | $4,691,000 | +25.2% | 32,399 | +18.2% | 1.27% | +18.1% |
| Q3 2014 | $3,747,000 | +108.6% | 27,402 | +118.3% | 1.08% | +96.9% |
| Q2 2014 | $1,796,000 | – | 12,550 | – | 0.55% | – |
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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% |