ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 873 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $6,406,000 | -31.6% | 38,746 | -36.0% | 2.04% | -18.3% |
| Q3 2016 | $9,369,000 | +3.1% | 60,556 | -0.4% | 2.49% | +0.9% |
| Q2 2016 | $9,085,000 | -6.6% | 60,813 | -9.9% | 2.47% | -2.3% |
| Q1 2016 | $9,729,000 | -1.6% | 67,474 | -4.9% | 2.53% | -0.5% |
| Q4 2015 | $9,885,000 | +1.9% | 70,953 | -0.0% | 2.54% | -8.2% |
| Q3 2015 | $9,696,000 | -7.4% | 70,972 | +1.6% | 2.76% | -10.9% |
| Q2 2015 | $10,476,000 | +0.1% | 69,849 | +1.4% | 3.10% | +1.8% |
| Q1 2015 | $10,464,000 | +0.1% | 68,852 | -4.6% | 3.05% | -13.6% |
| Q4 2014 | $10,451,000 | +37.9% | 72,173 | +30.2% | 3.53% | +40.0% |
| Q3 2014 | $7,581,000 | -5.8% | 55,444 | -1.4% | 2.52% | -4.0% |
| Q2 2014 | $8,044,000 | +1.8% | 56,220 | -2.2% | 2.62% | +1.9% |
| Q1 2014 | $7,902,000 | +1.6% | 57,480 | -1.1% | 2.58% | -0.1% |
| Q4 2013 | $7,776,000 | +4.7% | 58,110 | -2.9% | 2.58% | +0.0% |
| Q3 2013 | $7,428,000 | +4.6% | 59,842 | -2.7% | 2.58% | +7.4% |
| Q2 2013 | $7,102,000 | – | 61,488 | – | 2.40% | – |
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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% |