ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 637 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.25 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,967 | -6.5% | 67,783 | -3.0% | 0.32% | -10.6% |
| Q1 2024 | $4,245 | -11.9% | 69,889 | +301.9% | 0.36% | -22.2% |
| Q4 2023 | $4,819 | +14.4% | 17,389 | +2.9% | 0.46% | +0.7% |
| Q3 2023 | $4,214 | -2.9% | 16,901 | +1.9% | 0.46% | 0.0% |
| Q2 2023 | $4,339 | +7.7% | 16,594 | +3.1% | 0.46% | -3.4% |
| Q1 2023 | $4,027 | -1.1% | 16,099 | -4.3% | 0.47% | -3.7% |
| Q4 2022 | $4,070 | -99.9% | 16,826 | +0.2% | 0.49% | +1.7% |
| Q3 2022 | $3,681,000 | +0.9% | 16,790 | +4.2% | 0.48% | +9.3% |
| Q2 2022 | $3,647,000 | -16.3% | 16,120 | -0.8% | 0.44% | +2.1% |
| Q1 2022 | $4,359,000 | +3.2% | 16,243 | +8.9% | 0.43% | +7.4% |
| Q4 2021 | $4,222,000 | +7.5% | 14,915 | -0.1% | 0.40% | -1.7% |
| Q3 2021 | $3,927,000 | -3.4% | 14,927 | -1.3% | 0.41% | -4.0% |
| Q2 2021 | $4,064,000 | -0.8% | 15,123 | -3.9% | 0.43% | -8.8% |
| Q1 2021 | $4,098,000 | +19.0% | 15,744 | +5.1% | 0.47% | +12.2% |
| Q4 2020 | $3,444,000 | +26.2% | 14,986 | +1.8% | 0.42% | +7.8% |
| Q3 2020 | $2,729,000 | -62.5% | 14,725 | -70.9% | 0.39% | -72.8% |
| Q1 2020 | $7,280,000 | -55.9% | 50,606 | -36.9% | 1.42% | -43.1% |
| Q4 2019 | $16,505,000 | +6.0% | 80,192 | -0.5% | 2.50% | -5.0% |
| Q3 2019 | $15,574,000 | +11.1% | 80,597 | +11.7% | 2.63% | +6.5% |
| Q2 2019 | $14,012,000 | +1.4% | 72,133 | -1.2% | 2.47% | -2.3% |
| Q1 2019 | $13,824,000 | +19.0% | 72,987 | +4.3% | 2.53% | +0.0% |
| Q4 2018 | $11,617,000 | -13.2% | 69,956 | +5.2% | 2.53% | -2.5% |
| Q3 2018 | $13,385,000 | +2.4% | 66,496 | -0.9% | 2.59% | -2.4% |
| Q2 2018 | $13,069,000 | +7.0% | 67,094 | +3.0% | 2.66% | +5.0% |
| Q1 2018 | $12,214,000 | +4.1% | 65,118 | +5.3% | 2.53% | -0.1% |
| Q4 2017 | $11,736,000 | +8.0% | 61,842 | +1.8% | 2.53% | +3.8% |
| Q3 2017 | $10,863,000 | +8.7% | 60,722 | +5.7% | 2.44% | +0.4% |
| Q2 2017 | $9,994,000 | +5.9% | 57,451 | +4.2% | 2.43% | +18.5% |
| Q1 2017 | $9,436,000 | +7.4% | 55,110 | +3.8% | 2.05% | -12.1% |
| Q4 2016 | $8,782,000 | +4.4% | 53,117 | -2.3% | 2.33% | +1.6% |
| Q3 2016 | $8,410,000 | +5.5% | 54,361 | +1.9% | 2.30% | +1.6% |
| Q2 2016 | $7,969,000 | +9.9% | 53,343 | +6.1% | 2.26% | +6.8% |
| Q1 2016 | $7,252,000 | +7.8% | 50,294 | +4.2% | 2.12% | +6.9% |
| Q4 2015 | $6,725,000 | +27.2% | 48,269 | +24.7% | 1.98% | +17.8% |
| Q3 2015 | $5,286,000 | +7909.1% | 38,695 | +8734.5% | 1.68% | +8300.0% |
| Q2 2015 | $66,000 | – | 438 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 774,266 | $47,524 | 30.24% |
| New England Professional Planning Group Inc. | 598,385 | $35,017,452 | 18.39% |
| Urban Financial Advisory Corp | 485,889 | $28,434,202 | 17.34% |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,194,196 | $69,884,340 | 16.75% |
| Investments & Financial Planning, LLC | 396,908 | $23,227,075 | 15.59% |
| TRUEFG, LLC | 719,465 | $42,103,088 | 15.21% |
| Chandler Asset Management, Inc. | 1,261,343 | $73,813,792 | 14.96% |
| Bryant Woods Investment Advisors, LLC | 79,420 | $19,805,582 | 14.41% |
| BANK OF STOCKTON | 747,899 | $43,767,049 | 13.88% |
| Holland Advisory Services, Inc. | 187,795 | $10,989,777 | 13.58% |