ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 600 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $215,000 | +7.0% | 1,042 | +0.4% | 0.07% | +15.8% |
| Q3 2019 | $201,000 | -57.2% | 1,038 | -57.1% | 0.06% | -64.6% |
| Q2 2019 | $470,000 | -36.7% | 2,419 | -38.3% | 0.16% | -39.2% |
| Q1 2019 | $743,000 | +14.5% | 3,923 | +0.4% | 0.26% | +28.6% |
| Q4 2018 | $649,000 | -17.2% | 3,909 | +0.3% | 0.21% | -13.8% |
| Q3 2018 | $784,000 | +2.9% | 3,897 | -0.3% | 0.24% | -17.0% |
| Q2 2018 | $762,000 | +6.4% | 3,910 | 0.0% | 0.29% | +6.7% |
| Q1 2018 | $716,000 | -46.9% | 3,910 | -50.0% | 0.27% | +26.2% |
| Q4 2017 | $1,349,000 | +81.8% | 7,818 | +86.1% | 0.21% | -26.5% |
| Q2 2017 | $742,000 | +37.7% | 4,201 | +33.4% | 0.29% | +20.7% |
| Q1 2017 | $539,000 | +125.5% | 3,148 | +117.6% | 0.24% | +91.3% |
| Q4 2016 | $239,000 | -65.8% | 1,447 | -63.0% | 0.13% | -61.2% |
| Q3 2014 | $699,000 | – | 3,909 | – | 0.32% | – |
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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% |