ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 439 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2016 | $300,000 | +3.4% | 1,939 | 0.0% | 0.20% | +2.5% |
Q2 2016 | $290,000 | +3.6% | 1,939 | 0.0% | 0.20% | +5.3% |
Q1 2016 | $280,000 | +3.7% | 1,939 | 0.0% | 0.19% | +2.2% |
Q4 2015 | $270,000 | +1.5% | 1,939 | -0.5% | 0.18% | -3.7% |
Q3 2015 | $266,000 | -9.2% | 1,949 | -0.4% | 0.19% | -0.5% |
Q2 2015 | $293,000 | -1.7% | 1,956 | -0.4% | 0.19% | +8.5% |
Q1 2015 | $298,000 | +4.9% | 1,964 | 0.0% | 0.18% | +15.7% |
Q4 2014 | $284,000 | -44.4% | 1,964 | -47.5% | 0.15% | -43.5% |
Q3 2014 | $511,000 | -3.8% | 3,740 | +0.8% | 0.27% | +1.1% |
Q2 2014 | $531,000 | +3.7% | 3,712 | -0.4% | 0.27% | +1.1% |
Q1 2014 | $512,000 | -41.0% | 3,726 | -46.7% | 0.26% | -46.5% |
Q3 2013 | $868,000 | -17.2% | 6,990 | -22.9% | 0.50% | +2.3% |
Q2 2013 | $1,048,000 | – | 9,070 | – | 0.48% | – |
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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% |