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 | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $5,506,000 | +6.5% | 36,228 | 0.0% | 0.02% | +13.6% |
| Q4 2014 | $5,172,000 | +19.1% | 36,228 | +14.1% | 0.02% | +15.8% |
| Q3 2014 | $4,342,000 | -36.2% | 31,756 | -33.3% | 0.02% | -34.5% |
| Q2 2014 | $6,808,000 | -65.2% | 47,580 | -66.5% | 0.03% | -63.3% |
| Q1 2014 | $19,544,000 | +181.3% | 142,168 | +173.8% | 0.08% | +172.4% |
| Q4 2013 | $6,947,000 | +7.8% | 51,917 | 0.0% | 0.03% | +3.6% |
| Q3 2013 | $6,445,000 | – | 51,917 | – | 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% |