ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 754 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $214,000 | -15.7% | 931 | -24.6% | 0.05% | -10.2% |
| Q4 2019 | $254,000 | -28.0% | 1,235 | -32.3% | 0.06% | -33.0% |
| Q3 2019 | $353,000 | +141.8% | 1,824 | +143.5% | 0.09% | +66.0% |
| Q2 2018 | $146,000 | +4.3% | 749 | 0.0% | 0.05% | +3.9% |
| Q1 2018 | $140,000 | +5.3% | 749 | 0.0% | 0.05% | -5.6% |
| Q3 2017 | $133,000 | +2.3% | 749 | 0.0% | 0.05% | +3.8% |
| Q2 2017 | $130,000 | +0.8% | 749 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $129,000 | +4.0% | 749 | 0.0% | 0.05% | +52.9% |
| Q4 2016 | $124,000 | +7.8% | 749 | 0.0% | 0.03% | -24.4% |
| Q3 2016 | $115,000 | +538.9% | 749 | +480.6% | 0.04% | +462.5% |
| Q1 2016 | $18,000 | 0.0% | 129 | 0.0% | 0.01% | -11.1% |
| Q4 2015 | $18,000 | – | 129 | – | 0.01% | – |
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% |