ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 512 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.86 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $9,685,000 | -31.7% | 51 | -99.9% | 1.33% | +12.7% |
| Q3 2017 | $14,182,000 | -4.4% | 79,272 | -6.4% | 1.18% | +5.0% |
| Q2 2017 | $14,828,000 | +7.0% | 84,675 | +3.9% | 1.13% | +7.6% |
| Q1 2017 | $13,856,000 | +1.0% | 81,495 | -0.3% | 1.05% | -2.0% |
| Q4 2016 | $13,722,000 | +135.9% | 81,761 | +111.6% | 1.07% | +131.2% |
| Q3 2016 | $5,816,000 | -1.3% | 38,632 | +0.6% | 0.46% | +1.5% |
| Q2 2016 | $5,890,000 | +3.3% | 38,392 | -2.4% | 0.46% | -8.3% |
| Q1 2016 | $5,702,000 | -37.8% | 39,316 | -45.2% | 0.50% | -34.0% |
| Q4 2015 | $9,165,000 | +4.6% | 71,790 | +19.9% | 0.75% | -6.7% |
| Q3 2015 | $8,759,000 | -1.4% | 59,866 | +0.6% | 0.80% | +0.8% |
| Q2 2015 | $8,887,000 | +25.2% | 59,487 | +25.5% | 0.80% | +26.6% |
| Q1 2015 | $7,096,000 | -99.9% | 47,394 | -26.4% | 0.63% | -2.9% |
| Q4 2014 | $9,187,582,000 | +98606.3% | 64,361 | -5.9% | 0.65% | -8.2% |
| Q3 2014 | $9,308,000 | -4.4% | 68,404 | +0.5% | 0.71% | -7.5% |
| Q2 2014 | $9,741,000 | +4.6% | 68,084 | +1.7% | 0.76% | -4.6% |
| Q1 2014 | $9,309,000 | +7.5% | 66,916 | +3.2% | 0.80% | +3.9% |
| Q4 2013 | $8,656,000 | +37.9% | 64,813 | +29.9% | 0.77% | +26.6% |
| Q3 2013 | $6,278,000 | +54.4% | 49,913 | +42.4% | 0.61% | +21.0% |
| Q2 2013 | $4,067,000 | – | 35,047 | – | 0.50% | – |
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% |