ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 873 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $513,000 | +6.9% | 3,100 | 0.0% | 0.83% | +14.3% |
| Q3 2016 | $480,000 | +8.1% | 3,100 | +4.2% | 0.73% | -76.2% |
| Q2 2016 | $444,000 | -18.4% | 2,975 | -21.2% | 3.06% | -27.8% |
| Q1 2016 | $544,000 | -98.9% | 3,775 | -98.9% | 4.23% | -65.1% |
| Q4 2015 | $49,721,000 | -0.6% | 356,880 | -2.5% | 12.14% | -2.5% |
| Q3 2015 | $50,007,000 | -8.9% | 366,055 | 0.0% | 12.46% | -1.0% |
| Q2 2015 | $54,901,000 | -1.0% | 366,055 | +0.3% | 12.59% | -0.4% |
| Q1 2015 | $55,449,000 | -0.5% | 364,845 | -5.2% | 12.64% | +2.2% |
| Q4 2014 | $55,724,000 | +7.2% | 384,835 | +1.3% | 12.36% | +10.4% |
| Q3 2014 | $51,958,000 | -7.1% | 379,980 | -2.8% | 11.20% | -2.8% |
| Q2 2014 | $55,941,000 | +75.9% | 390,980 | +69.0% | 11.53% | -18.1% |
| Q1 2014 | $31,806,000 | -61.7% | 231,370 | -62.7% | 14.07% | -17.0% |
| Q4 2013 | $83,081,000 | +10.8% | 620,890 | +2.8% | 16.95% | +2.3% |
| Q3 2013 | $74,956,000 | +8.7% | 603,800 | +1.1% | 16.57% | +2.7% |
| Q2 2013 | $68,948,000 | – | 596,950 | – | 16.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |