ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 48 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $615,891 | -13.8% | 2,470 | -5.9% | 0.31% | -8.1% |
| Q2 2023 | $714,745 | +8.1% | 2,624 | -0.7% | 0.33% | -0.3% |
| Q1 2023 | $660,918 | +3.4% | 2,642 | 0.0% | 0.34% | +1.2% |
| Q4 2022 | $639,067 | +10.4% | 2,642 | 0.0% | 0.33% | +2.2% |
| Q3 2022 | $579,000 | -2.7% | 2,642 | +0.5% | 0.32% | +1.6% |
| Q2 2022 | $595,000 | +7.8% | 2,630 | +27.8% | 0.32% | +22.2% |
| Q1 2022 | $552,000 | -1.4% | 2,058 | +4.0% | 0.26% | -2.2% |
| Q4 2021 | $560,000 | +1.6% | 1,979 | 0.0% | 0.27% | +1.9% |
| Q3 2021 | $551,000 | +3.6% | 1,979 | 0.0% | 0.26% | -2.2% |
| Q2 2021 | $532,000 | +3.3% | 1,979 | 0.0% | 0.27% | -2.2% |
| Q1 2021 | $515,000 | +322.1% | 1,979 | +277.7% | 0.27% | +275.3% |
| Q4 2020 | $122,000 | +35.6% | 524 | +8.3% | 0.07% | +23.7% |
| Q3 2020 | $90,000 | +2.3% | 484 | +2.8% | 0.06% | +1.7% |
| Q2 2020 | $88,000 | +29.4% | 471 | 0.0% | 0.06% | +3.6% |
| Q1 2020 | $68,000 | -21.8% | 471 | +8.0% | 0.06% | -1.8% |
| Q4 2019 | $87,000 | +17.6% | 436 | +13.8% | 0.06% | +9.6% |
| Q3 2019 | $74,000 | +469.2% | 383 | +507.9% | 0.05% | +477.8% |
| Q3 2018 | $13,000 | +116.7% | 63 | +70.3% | 0.01% | +125.0% |
| Q2 2016 | $6,000 | +20.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | – | 37 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 807,950 | $185,691,000 | 48.10% |
| HBC Financial Services, PLLC | 156,042 | $37,647,000 | 29.19% |
| Leonard Rickey Investment Advisors P.L.L.C. | 251,800 | $57,871,000 | 26.35% |
| LVZ, Inc. | 512,651 | $117,823,000 | 19.70% |
| Harbor Group, Inc. | 108,514 | $26,235,000 | 19.60% |
| New England Professional Planning Group Inc. | 110,214 | $25,332,000 | 17.85% |
| Independence Wealth Advisors, Inc. | 34,337 | $7,892,000 | 17.70% |
| ARKANSAS FINANCIAL GROUP, INC. | 301,276 | $69,242,000 | 17.66% |
| Millburn Ridgefield Corp | 1,000,302 | $229,899,000 | 17.53% |
| FFT WEALTH MANAGEMENT LLC | 220,612 | $50,703,000 | 17.44% |