ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,141 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,119,000 | -2.1% | 15,505 | -5.2% | 3.40% | -9.6% |
| Q2 2018 | $3,186,000 | -13.7% | 16,356 | -17.4% | 3.76% | -26.5% |
| Q1 2018 | $3,691,000 | +3.0% | 19,807 | +4.8% | 5.12% | -34.5% |
| Q4 2017 | $3,585,000 | +22.6% | 18,891 | +15.6% | 7.81% | +1.0% |
| Q3 2017 | $2,923,000 | +8.6% | 16,339 | +5.6% | 7.74% | -0.8% |
| Q2 2017 | $2,691,000 | +16.2% | 15,469 | +14.4% | 7.80% | +6.8% |
| Q1 2017 | $2,315,000 | +2.9% | 13,519 | -0.6% | 7.30% | -6.9% |
| Q4 2016 | $2,249,000 | – | 13,604 | – | 7.84% | – |
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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% |