ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 873 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.20 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $4,402,000 | +4.4% | 24,614 | +1.6% | 3.89% | +23.0% |
Q2 2017 | $4,216,000 | +12.2% | 24,230 | +10.4% | 3.16% | -1.6% |
Q1 2017 | $3,758,000 | +2.1% | 21,948 | -1.4% | 3.21% | +0.3% |
Q4 2016 | $3,679,000 | +18.4% | 22,249 | +10.8% | 3.20% | +0.8% |
Q3 2016 | $3,106,000 | +1.2% | 20,076 | -2.2% | 3.18% | +13.0% |
Q2 2016 | $3,070,000 | +1.6% | 20,533 | -2.2% | 2.81% | -5.5% |
Q1 2016 | $3,021,000 | -4.2% | 20,988 | -7.4% | 2.98% | -5.6% |
Q4 2015 | $3,155,000 | – | 22,661 | – | 3.15% | – |
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% |