ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 512 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.86 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $3,082,000 | -7.6% | 22,540 | -3.3% | 0.43% | -9.4% |
| Q2 2014 | $3,336,000 | +40.7% | 23,314 | +35.2% | 0.48% | +27.2% |
| Q1 2014 | $2,371,000 | -33.9% | 17,247 | -35.7% | 0.38% | -38.1% |
| Q4 2013 | $3,589,000 | +81.3% | 26,821 | +68.2% | 0.61% | +25.7% |
| Q3 2013 | $1,980,000 | +27.5% | 15,949 | +18.8% | 0.48% | +11.1% |
| Q2 2013 | $1,553,000 | – | 13,427 | – | 0.43% | – |
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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% |