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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,792 | -96.6% | 1,090 | -97.5% | 0.00% | -98.3% |
| Q3 2017 | $7,917,000 | +3.1% | 44,251 | +0.3% | 0.18% | -2.2% |
| Q2 2017 | $7,677,000 | +1.6% | 44,135 | 0.0% | 0.18% | -2.1% |
| Q1 2017 | $7,557,000 | +3.6% | 44,135 | 0.0% | 0.19% | -0.5% |
| Q4 2016 | $7,297,000 | +5.6% | 44,135 | -1.2% | 0.19% | +5.6% |
| Q3 2016 | $6,913,000 | +3.6% | 44,685 | 0.0% | 0.18% | 0.0% |
| Q2 2016 | $6,675,000 | +4.2% | 44,685 | +0.5% | 0.18% | +6.6% |
| Q1 2016 | $6,409,000 | +3.5% | 44,445 | 0.0% | 0.17% | 0.0% |
| Q4 2015 | $6,195,000 | +2.0% | 44,445 | 0.0% | 0.17% | -7.7% |
| Q3 2015 | $6,072,000 | -8.9% | 44,445 | 0.0% | 0.18% | -66.0% |
| Q2 2015 | $6,666,000 | -1.3% | 44,445 | 0.0% | 0.53% | +202.3% |
| Q1 2015 | $6,755,000 | +6.3% | 44,445 | +1.3% | 0.18% | +5.4% |
| Q4 2014 | $6,356,000 | +5.9% | 43,895 | 0.0% | 0.17% | +7.7% |
| Q3 2014 | $6,002,000 | +26.4% | 43,895 | +32.2% | 0.16% | +30.3% |
| Q2 2014 | $4,750,000 | +4.1% | 33,195 | 0.0% | 0.12% | -4.8% |
| Q1 2014 | $4,563,000 | +2.7% | 33,195 | 0.0% | 0.12% | -4.6% |
| Q4 2013 | $4,443,000 | – | 33,195 | – | 0.13% | – |
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% |