ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $878,000 | -14.0% | 5,878 | -17.0% | 0.17% | -17.2% |
| Q1 2016 | $1,021,000 | -0.1% | 7,084 | -3.5% | 0.20% | +2.5% |
| Q4 2015 | $1,022,000 | -18.2% | 7,339 | -19.8% | 0.20% | -21.1% |
| Q3 2015 | $1,249,000 | +16.4% | 9,147 | +27.8% | 0.25% | +27.4% |
| Q2 2015 | $1,073,000 | -0.9% | 7,160 | +0.4% | 0.20% | -2.5% |
| Q1 2015 | $1,083,000 | +11.0% | 7,131 | +5.7% | 0.20% | +8.6% |
| Q4 2014 | $976,000 | +6.1% | 6,746 | +0.2% | 0.19% | +2.8% |
| Q3 2014 | $920,000 | -6.2% | 6,731 | -1.9% | 0.18% | +14.6% |
| Q2 2014 | $981,000 | +8.2% | 6,859 | +3.9% | 0.16% | -19.0% |
| Q1 2014 | $907,000 | +3.3% | 6,602 | +0.6% | 0.20% | -4.4% |
| Q4 2013 | $878,000 | +8.4% | 6,563 | +0.6% | 0.20% | -2.4% |
| Q3 2013 | $810,000 | +10.8% | 6,526 | +3.1% | 0.21% | -6.3% |
| Q2 2013 | $731,000 | – | 6,331 | – | 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% |