ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 561 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.15 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $4,293,000 | -17.5% | 25,855 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $5,204,000 | +3.3% | 25,855 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $5,036,000 | +3.8% | 25,855 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $4,850,000 | -1.2% | 25,855 | 0.0% | 0.01% | -7.7% |
| Q4 2017 | $4,907,000 | +6.1% | 25,855 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $4,626,000 | +4.1% | 25,855 | 0.0% | 0.01% | -7.1% |
| Q2 2017 | $4,443,000 | -10.1% | 25,855 | -10.4% | 0.01% | -12.5% |
| Q1 2017 | $4,941,000 | +14.5% | 28,855 | +10.5% | 0.02% | 0.0% |
| Q4 2016 | $4,316,000 | +6.9% | 26,105 | 0.0% | 0.02% | +6.7% |
| Q3 2016 | $4,039,000 | +3.7% | 26,105 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $3,895,000 | +19.3% | 26,105 | +6.6% | 0.02% | +7.1% |
| Q1 2016 | $3,266,000 | -4.3% | 24,495 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $3,414,000 | +2.0% | 24,495 | 0.0% | 0.01% | -6.7% |
| Q3 2015 | $3,346,000 | -9.0% | 24,495 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $3,675,000 | +0.1% | 24,495 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $3,670,000 | +3.5% | 24,495 | 0.0% | 0.02% | -6.2% |
| Q4 2014 | $3,547,000 | +17.7% | 24,495 | +11.1% | 0.02% | +6.7% |
| Q3 2014 | $3,014,000 | – | 22,040 | – | 0.02% | – |
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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% |