ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 637 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $520,000 | +9.0% | 3,359 | +5.3% | 0.19% | -6.8% |
| Q2 2016 | $477,000 | +2.1% | 3,191 | -1.4% | 0.20% | +2.0% |
| Q1 2016 | $467,000 | +27.9% | 3,236 | +23.4% | 0.20% | +22.6% |
| Q4 2015 | $365,000 | -20.8% | 2,623 | -22.4% | 0.16% | -24.8% |
| Q3 2015 | $461,000 | -6.3% | 3,378 | +2.9% | 0.22% | -2.2% |
| Q2 2015 | $492,000 | -9.7% | 3,283 | -8.5% | 0.22% | -18.9% |
| Q1 2015 | $545,000 | +4.8% | 3,588 | 0.0% | 0.28% | -1.8% |
| Q4 2014 | $520,000 | +13.3% | 3,588 | +6.8% | 0.28% | +7.7% |
| Q3 2014 | $459,000 | -2.8% | 3,358 | +1.7% | 0.26% | -5.8% |
| Q2 2014 | $472,000 | -2.3% | 3,302 | -6.0% | 0.28% | -9.2% |
| Q1 2014 | $483,000 | +11.3% | 3,513 | +8.4% | 0.30% | +8.6% |
| Q4 2013 | $434,000 | – | 3,240 | – | 0.28% | – |
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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% |