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 | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |