ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 713 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.36 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $839,000 | -1.6% | 5,821 | -5.0% | 0.15% | +2.8% |
| Q4 2015 | $853,000 | +42550.0% | 6,126 | +33933.3% | 0.14% | – |
| Q3 2015 | $2,000 | -99.8% | 18 | -99.7% | 0.00% | -100.0% |
| Q2 2015 | $1,026,000 | -1.3% | 6,839 | +0.0% | 0.17% | -1.7% |
| Q1 2015 | $1,039,000 | +2.7% | 6,836 | -2.2% | 0.17% | +1.2% |
| Q4 2014 | $1,012,000 | +4.3% | 6,991 | +1.8% | 0.17% | +1.8% |
| Q3 2014 | $970,000 | -35.6% | 6,865 | -34.8% | 0.17% | -35.4% |
| Q2 2014 | $1,506,000 | +10.7% | 10,523 | +4.4% | 0.26% | -11.3% |
| Q1 2014 | $1,360,000 | -49.2% | 10,080 | -50.6% | 0.29% | -50.3% |
| Q4 2013 | $2,677,000 | +33.3% | 20,407 | +26.1% | 0.59% | +47.5% |
| Q3 2013 | $2,008,000 | -74.6% | 16,178 | -76.1% | 0.40% | -67.2% |
| Q2 2013 | $7,902,000 | – | 67,682 | – | 1.22% | – |
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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% |