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 2016 | $23,177,000 | +27.8% | 140,179 | +19.6% | 0.75% | +21.2% |
| Q3 2016 | $18,134,000 | +18.0% | 117,210 | +14.0% | 0.62% | +12.9% |
| Q2 2016 | $15,364,000 | +24.9% | 102,847 | +20.5% | 0.55% | +6.8% |
| Q1 2016 | $12,305,000 | +2.2% | 85,341 | -1.3% | 0.52% | -5.7% |
| Q4 2015 | $12,044,000 | +76.1% | 86,451 | +72.6% | 0.55% | +2.2% |
| Q3 2015 | $6,841,000 | +5.1% | 50,079 | +15.4% | 0.54% | +15.8% |
| Q2 2015 | $6,508,000 | +11.3% | 43,390 | +12.7% | 0.46% | +13.0% |
| Q1 2015 | $5,849,000 | +117.8% | 38,485 | +107.5% | 0.41% | +40.5% |
| Q4 2014 | $2,685,000 | +23.6% | 18,545 | +16.7% | 0.29% | +11.1% |
| Q3 2014 | $2,173,000 | +20.4% | 15,892 | +26.0% | 0.26% | +8.7% |
| Q2 2014 | $1,805,000 | -44.0% | 12,617 | -46.2% | 0.24% | +3.0% |
| Q1 2014 | $3,222,000 | +157.6% | 23,444 | +150.7% | 0.23% | +22.5% |
| Q4 2013 | $1,251,000 | +28.2% | 9,352 | +19.0% | 0.19% | +12.4% |
| Q3 2013 | $976,000 | +69.7% | 7,859 | +57.9% | 0.17% | +47.8% |
| Q2 2013 | $575,000 | – | 4,978 | – | 0.12% | – |
Download | ||||||
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% |