ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $549,000 | +5.8% | 2,663 | -0.9% | 0.07% | -1.4% |
| Q3 2019 | $519,000 | +4.8% | 2,686 | +5.3% | 0.07% | +7.2% |
| Q2 2019 | $495,000 | -5.7% | 2,551 | -8.0% | 0.07% | -6.8% |
| Q1 2019 | $525,000 | +8.5% | 2,772 | -4.9% | 0.07% | -5.1% |
| Q4 2018 | $484,000 | -29.0% | 2,916 | -13.9% | 0.08% | -16.1% |
| Q3 2018 | $682,000 | +6.1% | 3,388 | +2.6% | 0.09% | +5.7% |
| Q2 2018 | $643,000 | +3.2% | 3,303 | -0.6% | 0.09% | +3.5% |
| Q1 2018 | $623,000 | -15.8% | 3,323 | -14.8% | 0.08% | -8.6% |
| Q4 2017 | $740,000 | -2.2% | 3,899 | -7.9% | 0.09% | -6.1% |
| Q3 2017 | $757,000 | -4.3% | 4,232 | -6.9% | 0.10% | -5.7% |
| Q2 2017 | $791,000 | -5.4% | 4,545 | -7.0% | 0.10% | -9.5% |
| Q1 2017 | $836,000 | -2.3% | 4,885 | -5.6% | 0.12% | -6.5% |
| Q4 2016 | $856,000 | -0.3% | 5,177 | -6.7% | 0.12% | -4.6% |
| Q3 2016 | $859,000 | +4.1% | 5,551 | +0.5% | 0.13% | +1.6% |
| Q2 2016 | $825,000 | +2.2% | 5,521 | -1.3% | 0.13% | -9.9% |
| Q1 2016 | $807,000 | +2.8% | 5,594 | -0.8% | 0.14% | +2.9% |
| Q4 2015 | $785,000 | -17.3% | 5,639 | -18.8% | 0.14% | -20.2% |
| Q3 2015 | $949,000 | -7.1% | 6,947 | +1.9% | 0.17% | +1.8% |
| Q2 2015 | $1,022,000 | +7.5% | 6,815 | +8.9% | 0.17% | +1.2% |
| Q1 2015 | $951,000 | +28.9% | 6,260 | +22.8% | 0.17% | +30.2% |
| Q4 2014 | $738,000 | +34.9% | 5,099 | +27.4% | 0.13% | +18.3% |
| Q3 2014 | $547,000 | -1.1% | 4,002 | +3.6% | 0.11% | +4.8% |
| Q2 2014 | $553,000 | +14.7% | 3,862 | +10.2% | 0.10% | +4.0% |
| Q1 2014 | $482,000 | -18.3% | 3,505 | -20.5% | 0.10% | -23.7% |
| Q4 2013 | $590,000 | +31.4% | 4,409 | +22.0% | 0.13% | +19.1% |
| Q3 2013 | $449,000 | -43.6% | 3,614 | -47.5% | 0.11% | +134.0% |
| Q2 2013 | $796,000 | – | 6,886 | – | 0.05% | – |
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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% |