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 2014 | $1,457,000 | -32.5% | 10,065 | -36.2% | 0.98% | -37.3% |
| Q3 2014 | $2,158,000 | +37.3% | 15,785 | +43.7% | 1.56% | +31.7% |
| Q2 2014 | $1,572,000 | +4.1% | 10,985 | 0.0% | 1.18% | -2.3% |
| Q1 2014 | $1,510,000 | -0.5% | 10,985 | -3.1% | 1.21% | +0.7% |
| Q4 2013 | $1,517,000 | +5.9% | 11,335 | -1.7% | 1.20% | -2.8% |
| Q3 2013 | $1,432,000 | +4.3% | 11,535 | -2.9% | 1.24% | -1.2% |
| Q2 2013 | $1,373,000 | – | 11,885 | – | 1.26% | – |
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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% |