ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 754 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,598,000 | +23.3% | 8,422 | +16.2% | 0.25% | +20.5% |
| Q3 2017 | $1,296,000 | +2.8% | 7,247 | 0.0% | 0.20% | -3.3% |
| Q2 2017 | $1,261,000 | +1.0% | 7,247 | 0.0% | 0.21% | -2.3% |
| Q1 2017 | $1,249,000 | +4.3% | 7,247 | 0.0% | 0.22% | -7.7% |
| Q4 2016 | $1,198,000 | +6.9% | 7,247 | 0.0% | 0.24% | +4.9% |
| Q3 2016 | $1,121,000 | – | 7,247 | – | 0.22% | – |
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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% |