ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 623 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.74 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $36,658,000 | +252.5% | 241,202 | +235.9% | 0.38% | +237.8% |
| Q4 2014 | $10,398,000 | +38.3% | 71,808 | +30.6% | 0.11% | +4.7% |
| Q3 2014 | $7,518,000 | +23.4% | 54,979 | +29.2% | 0.11% | +24.7% |
| Q2 2014 | $6,091,000 | +3.1% | 42,569 | -0.9% | 0.08% | -1.2% |
| Q1 2014 | $5,905,000 | -3.4% | 42,958 | -6.0% | 0.09% | -18.1% |
| Q4 2013 | $6,112,000 | +175.4% | 45,676 | +155.6% | 0.10% | +156.1% |
| Q3 2013 | $2,219,000 | +54.3% | 17,872 | +43.5% | 0.04% | +41.4% |
| Q2 2013 | $1,438,000 | – | 12,453 | – | 0.03% | – |
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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% |