ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 623 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.74 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $56,629,000 | +0.2% | 366,031 | -3.2% | 8.35% | -1.1% |
| Q2 2016 | $56,493,000 | -0.9% | 378,155 | -4.3% | 8.45% | +0.6% |
| Q1 2016 | $56,984,000 | +6.4% | 395,203 | +2.8% | 8.40% | +1.1% |
| Q4 2015 | $53,579,000 | +9.3% | 384,410 | +7.2% | 8.31% | +0.4% |
| Q3 2015 | $49,005,000 | +4.8% | 358,721 | +15.1% | 8.28% | -1.1% |
| Q2 2015 | $46,739,000 | +52.7% | 311,633 | +54.8% | 8.36% | +33.2% |
| Q1 2015 | $30,604,000 | +60.1% | 201,367 | +52.6% | 6.28% | +19.2% |
| Q4 2014 | $19,111,000 | – | 131,979 | – | 5.26% | – |
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% |