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 | $397,000 | +77.2% | 2,407 | +65.2% | 0.54% | +75.4% |
| Q3 2016 | $224,000 | -54.4% | 1,457 | -55.7% | 0.31% | -58.3% |
| Q2 2016 | $491,000 | -5.0% | 3,292 | -7.9% | 0.74% | -0.3% |
| Q1 2016 | $517,000 | -36.3% | 3,576 | -34.0% | 0.74% | -19.6% |
| Q2 2015 | $812,000 | +24.5% | 5,415 | +26.4% | 0.92% | +30.7% |
| Q1 2015 | $652,000 | -18.5% | 4,285 | -22.6% | 0.71% | -15.6% |
| Q4 2014 | $800,000 | -64.3% | 5,533 | -66.2% | 0.84% | -64.8% |
| Q3 2014 | $2,239,000 | -4.1% | 16,369 | +0.3% | 2.38% | +14.4% |
| Q2 2014 | $2,335,000 | -78.4% | 16,328 | -79.8% | 2.08% | -79.5% |
| Q4 2013 | $10,830,000 | +3450.8% | 80,921 | +3201.6% | 10.17% | +3597.8% |
| Q3 2013 | $305,000 | – | 2,451 | – | 0.28% | – |
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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% |