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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $585,403,000 | +7.7% | 3,540,604 | +0.8% | 0.09% | +2.4% |
| Q3 2016 | $543,670,000 | -10.0% | 3,514,126 | -13.1% | 0.08% | -13.3% |
| Q2 2016 | $604,257,000 | +4.4% | 4,044,827 | +0.8% | 0.10% | +2.1% |
| Q1 2016 | $578,701,000 | +30.8% | 4,013,464 | +26.3% | 0.10% | +31.5% |
| Q4 2015 | $442,556,000 | +22.9% | 3,176,546 | +20.5% | 0.07% | +15.9% |
| Q3 2015 | $360,115,000 | -26.8% | 2,636,079 | -19.6% | 0.06% | -20.3% |
| Q2 2015 | $491,916,000 | +80.6% | 3,279,875 | +83.0% | 0.08% | +88.1% |
| Q1 2015 | $272,448,000 | +9.4% | 1,792,654 | +4.2% | 0.04% | +5.0% |
| Q4 2014 | $249,094,000 | +96.1% | 1,720,262 | +85.2% | 0.04% | +90.5% |
| Q3 2014 | $127,035,000 | -4.6% | 929,026 | -0.1% | 0.02% | -4.5% |
| Q2 2014 | $133,104,000 | +5.3% | 930,279 | +1.1% | 0.02% | 0.0% |
| Q1 2014 | $126,439,000 | +6.8% | 919,759 | +3.9% | 0.02% | +4.8% |
| Q4 2013 | $118,441,000 | -42.2% | 885,144 | -46.3% | 0.02% | -47.5% |
| Q3 2013 | $204,739,000 | +280364.4% | 1,649,262 | +262103.8% | 0.04% | – |
| Q2 2013 | $73,000 | – | 629 | – | 0.00% | – |
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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% |