ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 637 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $2,344,000 | +29.6% | 13,476 | +27.6% | 0.53% | +10.0% |
| Q1 2017 | $1,809,000 | -17.5% | 10,563 | -20.3% | 0.48% | -10.2% |
| Q4 2016 | $2,193,000 | +2.0% | 13,261 | -4.6% | 0.54% | +0.4% |
| Q3 2016 | $2,150,000 | +8.0% | 13,897 | +4.3% | 0.54% | +0.8% |
| Q2 2016 | $1,990,000 | +7.0% | 13,321 | +3.3% | 0.53% | -1.3% |
| Q1 2016 | $1,859,000 | +21.1% | 12,893 | +17.0% | 0.54% | +17.2% |
| Q4 2015 | $1,535,000 | +6.2% | 11,016 | +4.1% | 0.46% | +1.5% |
| Q3 2015 | $1,446,000 | -2.6% | 10,585 | +6.9% | 0.45% | +10.5% |
| Q2 2015 | $1,485,000 | +8.8% | 9,900 | +10.3% | 0.41% | +7.3% |
| Q1 2015 | $1,365,000 | +16.6% | 8,979 | +11.0% | 0.38% | +60.8% |
| Q4 2014 | $1,171,000 | +27.8% | 8,087 | +20.8% | 0.24% | +36.2% |
| Q3 2014 | $916,000 | +52.2% | 6,697 | +59.3% | 0.17% | +55.4% |
| Q2 2014 | $602,000 | +16.9% | 4,204 | +12.2% | 0.11% | +7.7% |
| Q1 2014 | $515,000 | -16.0% | 3,747 | -18.3% | 0.10% | +19.5% |
| Q4 2013 | $613,000 | +13.9% | 4,584 | +5.8% | 0.09% | +4.8% |
| Q3 2013 | $538,000 | +61.6% | 4,334 | +50.3% | 0.08% | +50.9% |
| Q2 2013 | $333,000 | – | 2,883 | – | 0.06% | – |
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% |