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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $783,000 | +6.7% | 4,504 | +1.5% | 0.02% | +22.2% |
| Q4 2016 | $734,000 | +11.9% | 4,438 | -2.4% | 0.02% | 0.0% |
| Q1 2016 | $656,000 | +20.8% | 4,549 | +16.6% | 0.02% | +100.0% |
| Q4 2015 | $543,000 | -64.7% | 3,900 | -63.3% | 0.01% | -64.0% |
| Q4 2014 | $1,538,000 | +286.4% | 10,621 | +264.5% | 0.02% | +212.5% |
| Q3 2014 | $398,000 | +91.3% | 2,914 | +73.8% | 0.01% | +166.7% |
| Q3 2013 | $208,000 | – | 1,677 | – | 0.00% | – |
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% |