ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $40,132,000 | -59.5% | 277,198 | -61.7% | 0.71% | -61.2% |
| Q3 2014 | $98,993,000 | +25.4% | 723,983 | +31.2% | 1.83% | +29.4% |
| Q2 2014 | $78,950,000 | +1507.3% | 551,769 | +1444.2% | 1.41% | +1403.2% |
| Q1 2014 | $4,912,000 | -95.5% | 35,732 | -95.6% | 0.09% | -94.7% |
| Q4 2013 | $108,931,000 | +4099.3% | 814,018 | +3791.8% | 1.79% | +3549.0% |
| Q3 2013 | $2,594,000 | +86.1% | 20,916 | +73.5% | 0.05% | +63.3% |
| Q2 2013 | $1,394,000 | – | 12,055 | – | 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% |