ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 634 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $99,807,000 | +16.9% | 603,649 | +9.3% | 0.12% | +10.5% |
| Q3 2016 | $85,408,000 | +14.0% | 552,053 | +10.1% | 0.10% | +10.5% |
| Q2 2016 | $74,924,000 | +13.6% | 501,530 | +9.6% | 0.10% | +10.5% |
| Q1 2016 | $65,980,000 | +9.0% | 457,589 | +5.3% | 0.09% | +10.3% |
| Q4 2015 | $60,515,000 | +32.1% | 434,359 | +29.6% | 0.08% | +25.8% |
| Q3 2015 | $45,797,000 | -10.4% | 335,239 | -1.6% | 0.06% | -3.1% |
| Q2 2015 | $51,095,000 | +17.4% | 340,680 | +18.9% | 0.06% | +12.3% |
| Q1 2015 | $43,536,000 | +24.5% | 286,458 | +18.6% | 0.06% | +23.9% |
| Q4 2014 | $34,963,000 | +9.3% | 241,459 | +3.2% | 0.05% | +2.2% |
| Q3 2014 | $31,991,000 | -6.2% | 233,953 | -1.9% | 0.04% | -2.2% |
| Q2 2014 | $34,110,000 | +11.7% | 238,396 | +7.4% | 0.05% | +4.5% |
| Q1 2014 | $30,525,000 | -33.2% | 222,048 | -34.9% | 0.04% | -35.3% |
| Q4 2013 | $45,664,000 | +26.2% | 341,261 | +17.1% | 0.07% | +13.3% |
| Q3 2013 | $36,175,000 | +17.2% | 291,406 | +9.1% | 0.06% | +9.1% |
| Q2 2013 | $30,863,000 | – | 267,215 | – | 0.06% | – |
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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% |