ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 634 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.49 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $9,891,000 | -6.2% | 56,865 | -7.7% | 3.99% | -12.4% |
| Q1 2017 | $10,547,000 | +5.7% | 61,599 | +2.1% | 4.56% | -8.6% |
| Q4 2016 | $9,978,000 | +7130.4% | 60,354 | +5965.7% | 4.99% | +8803.6% |
| Q4 2015 | $138,000 | +1.5% | 995 | 0.0% | 0.06% | -6.7% |
| Q3 2015 | $136,000 | -8.7% | 995 | 0.0% | 0.06% | -28.6% |
| Q2 2015 | $149,000 | – | 995 | – | 0.08% | – |
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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% |