ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 552 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,994,000 | -70.5% | 10,529 | -74.1% | 0.11% | -69.1% |
| Q4 2018 | $6,759,000 | +85.7% | 40,703 | +125.1% | 0.37% | +64.1% |
| Q3 2018 | $3,639,000 | -58.1% | 18,079 | -59.5% | 0.22% | -41.9% |
| Q2 2018 | $8,686,000 | +1220.1% | 44,592 | +1171.2% | 0.38% | +997.1% |
| Q1 2018 | $658,000 | -87.8% | 3,508 | -87.6% | 0.04% | -87.8% |
| Q4 2017 | $5,390,000 | +523.8% | 28,399 | +488.2% | 0.29% | +565.1% |
| Q3 2017 | $864,000 | -66.9% | 4,828 | -67.8% | 0.04% | -88.1% |
| Q2 2017 | $2,611,000 | -90.9% | 15,011 | -92.5% | 0.36% | -90.9% |
| Q1 2016 | $28,692,000 | -49.8% | 198,985 | -47.1% | 3.99% | -36.5% |
| Q1 2015 | $57,119,000 | +83.0% | 375,830 | +64.6% | 6.28% | +88.6% |
| Q3 2014 | $31,221,000 | +16.5% | 228,326 | +22.0% | 3.33% | -5.1% |
| Q2 2014 | $26,788,000 | – | 187,223 | – | 3.51% | – |
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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% |