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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $6,795,000 | +251.2% | 45,486 | +238.9% | 1.12% | +451.7% |
| Q1 2016 | $1,935,000 | +13.4% | 13,421 | +9.5% | 0.20% | +11.5% |
| Q4 2015 | $1,707,000 | +8.3% | 12,252 | +6.2% | 0.18% | +2.2% |
| Q3 2015 | $1,576,000 | +5.4% | 11,535 | +15.7% | 0.18% | +12.7% |
| Q2 2015 | $1,495,000 | -2.4% | 9,969 | -1.1% | 0.16% | -3.7% |
| Q1 2015 | $1,532,000 | -0.3% | 10,080 | -5.0% | 0.16% | -5.2% |
| Q4 2014 | $1,537,000 | -7.5% | 10,614 | -12.7% | 0.17% | -13.5% |
| Q3 2014 | $1,662,000 | +0.7% | 12,158 | +5.3% | 0.20% | -3.4% |
| Q2 2014 | $1,651,000 | +15.6% | 11,541 | +11.1% | 0.21% | +2.5% |
| Q1 2014 | $1,428,000 | -52.0% | 10,389 | -53.3% | 0.20% | -11.4% |
| Q4 2013 | $2,974,000 | +130.2% | 22,230 | +113.7% | 0.23% | +1.3% |
| Q3 2013 | $1,292,000 | +14.4% | 10,404 | +6.5% | 0.22% | +0.9% |
| Q2 2013 | $1,129,000 | – | 9,773 | – | 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% |