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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $86,000 | +3.6% | 504 | 0.0% | 0.01% | -8.3% |
| Q4 2016 | $83,000 | +7.8% | 504 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $77,000 | +2.7% | 504 | 0.0% | 0.01% | -7.7% |
| Q2 2016 | $75,000 | +4.2% | 504 | 0.0% | 0.01% | +8.3% |
| Q1 2016 | $72,000 | +2.9% | 504 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $70,000 | +2.9% | 504 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $68,000 | -9.3% | 504 | 0.0% | 0.01% | +9.1% |
| Q2 2015 | $75,000 | -1.3% | 504 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $76,000 | +5.6% | 504 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $72,000 | -41.5% | 504 | -46.9% | 0.01% | +10.0% |
| Q3 2014 | $123,000 | +70.8% | 949 | +88.3% | 0.01% | 0.0% |
| Q2 2014 | $72,000 | +4.3% | 504 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $69,000 | +3.0% | 504 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $67,000 | +21.8% | 504 | +13.3% | 0.01% | +11.1% |
| Q3 2013 | $55,000 | +7.8% | 445 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $51,000 | – | 445 | – | 0.01% | – |
Download | ||||||
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% |