ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 710 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.27 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $32,232,000 | -14.6% | 235,939 | -6.3% | 0.72% | +51.8% |
| Q2 2015 | $37,750,000 | -5.8% | 251,698 | -4.5% | 0.48% | -9.3% |
| Q1 2015 | $40,059,000 | +3.7% | 263,582 | -1.2% | 0.53% | +60.4% |
| Q4 2014 | $38,635,000 | -0.4% | 266,814 | -5.9% | 0.33% | -0.6% |
| Q3 2014 | $38,775,000 | -8.5% | 283,568 | -4.3% | 0.33% | -81.5% |
| Q2 2014 | $42,399,000 | +0.8% | 296,336 | -3.1% | 1.78% | -4.2% |
| Q1 2014 | $42,047,000 | +2.7% | 305,864 | -0.1% | 1.86% | +79.0% |
| Q4 2013 | $40,953,000 | +2.3% | 306,050 | -5.1% | 1.04% | -10.4% |
| Q3 2013 | $40,029,000 | +8.7% | 322,451 | +1.1% | 1.16% | +122.0% |
| Q2 2013 | $36,836,000 | – | 318,922 | – | 0.52% | – |
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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% |