ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,098 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $318,000 | +2.3% | 1,578 | -1.1% | 0.00% | 0.0% |
| Q2 2018 | $311,000 | -4.0% | 1,596 | -7.7% | 0.00% | 0.0% |
| Q1 2018 | $324,000 | -15.8% | 1,729 | -14.8% | 0.00% | -25.0% |
| Q4 2017 | $385,000 | -3.8% | 2,029 | -9.2% | 0.00% | -20.0% |
| Q3 2017 | $400,000 | +39900.0% | 2,234 | +27825.0% | 0.01% | – |
| Q3 2015 | $1,000 | -98.2% | 8 | -97.9% | 0.00% | -100.0% |
| Q2 2015 | $56,000 | +47.4% | 374 | +48.4% | 0.00% | 0.0% |
| Q1 2015 | $38,000 | -47.2% | 252 | -49.5% | 0.00% | -50.0% |
| Q4 2014 | $72,000 | +928.6% | 499 | +898.0% | 0.00% | +300.0% |
| Q2 2014 | $7,000 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |