ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 439 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $147,907,000 | +9.8% | 826,756 | +6.7% | 5.55% | +4.4% |
| Q2 2017 | $134,722,000 | +3.8% | 774,489 | +2.2% | 5.31% | +0.2% |
| Q1 2017 | $129,779,000 | +4.0% | 757,968 | +0.4% | 5.30% | +1.1% |
| Q4 2016 | $124,800,000 | +6.9% | 754,809 | +0.1% | 5.24% | +3.1% |
| Q3 2016 | $116,697,000 | -8.2% | 754,292 | -11.3% | 5.08% | -8.7% |
| Q2 2016 | $127,056,000 | +4.4% | 850,500 | +0.8% | 5.57% | +1.1% |
| Q1 2016 | $121,696,000 | +6.8% | 844,000 | +3.3% | 5.50% | +4.7% |
| Q4 2015 | $113,929,000 | +12.2% | 817,400 | +10.0% | 5.26% | +4.9% |
| Q3 2015 | $101,529,000 | -6.0% | 743,200 | +3.2% | 5.01% | -1.1% |
| Q2 2015 | $107,986,000 | +0.1% | 720,000 | +1.4% | 5.07% | -0.7% |
| Q1 2015 | $107,906,000 | +5.4% | 710,000 | +0.4% | 5.10% | +2.9% |
| Q4 2014 | $102,374,000 | +9.1% | 707,000 | +3.0% | 4.96% | +3.3% |
| Q3 2014 | $93,817,000 | -1.4% | 686,100 | +3.2% | 4.80% | -2.3% |
| Q2 2014 | $95,105,000 | +6.8% | 664,700 | +2.6% | 4.92% | +4.9% |
| Q1 2014 | $89,074,000 | +2.1% | 648,000 | -0.6% | 4.69% | -0.5% |
| Q4 2013 | $87,264,000 | +8.0% | 652,000 | +0.2% | 4.71% | -1.4% |
| Q3 2013 | $80,765,000 | +4.9% | 650,600 | -2.4% | 4.78% | +7.1% |
| Q2 2013 | $76,981,000 | – | 666,500 | – | 4.46% | – |
Download | ||||||
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% |