ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 623 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.74 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $8,901,000 | -1.4% | 58,570 | -6.0% | 2.06% | +5.3% |
| Q4 2014 | $9,024,000 | +5.9% | 62,316 | -0.0% | 1.95% | +3.9% |
| Q3 2014 | $8,521,000 | -4.2% | 62,318 | +0.2% | 1.88% | -4.8% |
| Q2 2014 | $8,894,000 | +3.7% | 62,163 | -0.3% | 1.98% | +1.2% |
| Q1 2014 | $8,575,000 | -51.0% | 62,377 | -54.2% | 1.95% | -18.4% |
| Q4 2013 | $17,497,000 | +91.3% | 136,084 | +84.7% | 2.39% | -9.0% |
| Q3 2013 | $9,148,000 | +9.3% | 73,688 | +1.7% | 2.63% | +2.8% |
| Q2 2013 | $8,367,000 | – | 72,446 | – | 2.56% | – |
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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% |