ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $14,061,000 | -30.8% | 97,739 | -7.1% | 0.66% | -18.8% |
| Q3 2019 | $20,329,000 | +6.4% | 105,208 | +6.9% | 0.81% | +3.2% |
| Q2 2019 | $19,115,000 | +29.5% | 98,397 | +25.1% | 0.78% | +14.3% |
| Q1 2018 | $14,757,000 | -0.2% | 78,676 | +1.0% | 0.69% | +3.8% |
| Q4 2017 | $14,785,000 | +24.5% | 77,908 | +14.2% | 0.66% | +12.8% |
| Q2 2017 | $11,871,000 | +39.9% | 68,245 | +37.7% | 0.59% | -8.4% |
| Q1 2017 | $8,486,000 | +77.9% | 49,561 | +71.8% | 0.64% | +69.3% |
| Q4 2016 | $4,769,000 | +7.0% | 28,844 | +0.1% | 0.38% | +5.3% |
| Q3 2016 | $4,457,000 | +41.1% | 28,810 | +36.2% | 0.36% | +40.2% |
| Q2 2016 | $3,159,000 | +2.3% | 21,148 | -1.2% | 0.26% | -2.3% |
| Q1 2016 | $3,088,000 | +0.0% | 21,415 | -3.4% | 0.26% | -0.4% |
| Q4 2015 | $3,087,000 | +0.3% | 22,160 | -1.7% | 0.26% | -8.4% |
| Q3 2015 | $3,079,000 | -9.1% | 22,536 | -0.3% | 0.29% | +43.5% |
| Q2 2015 | $3,389,000 | +1.0% | 22,598 | +2.4% | 0.20% | -7.8% |
| Q1 2015 | $3,355,000 | +15.8% | 22,075 | +10.3% | 0.22% | +13.0% |
| Q4 2014 | $2,897,000 | +10.4% | 20,008 | +4.3% | 0.19% | +6.7% |
| Q3 2014 | $2,623,000 | -5.8% | 19,183 | -1.4% | 0.18% | -6.2% |
| Q2 2014 | $2,784,000 | -0.3% | 19,460 | -4.2% | 0.19% | -5.9% |
| Q1 2014 | $2,792,000 | +2.3% | 20,310 | -0.4% | 0.20% | +0.5% |
| Q4 2013 | $2,728,000 | +7.9% | 20,386 | +0.1% | 0.20% | -1.9% |
| Q3 2013 | $2,529,000 | +7.7% | 20,370 | +0.2% | 0.21% | 0.0% |
| Q2 2013 | $2,349,000 | – | 20,334 | – | 0.21% | – |
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% |