ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $753,219 | -4.2% | 3,007 | 0.0% | 0.04% | -2.2% |
Q2 2023 | $786,271 | +4.1% | 3,007 | -0.4% | 0.04% | -2.2% |
Q1 2023 | $754,983 | +6.4% | 3,018 | +2.9% | 0.05% | +4.5% |
Q4 2022 | $709,463 | +9.5% | 2,933 | -0.7% | 0.04% | +4.8% |
Q3 2022 | $648,000 | -3.1% | 2,955 | 0.0% | 0.04% | +2.4% |
Q2 2022 | $669,000 | -6.2% | 2,955 | +11.2% | 0.04% | +7.9% |
Q1 2022 | $713,000 | +1.0% | 2,657 | +6.6% | 0.04% | +5.6% |
Q4 2021 | $706,000 | -46.2% | 2,493 | -50.0% | 0.04% | +2.9% |
Q3 2021 | $1,312,000 | +95.8% | 4,986 | +100.0% | 0.04% | 0.0% |
Q2 2021 | $670,000 | +3.2% | 2,493 | 0.0% | 0.04% | -2.8% |
Q1 2021 | $649,000 | +9.8% | 2,493 | -3.1% | 0.04% | +2.9% |
Q4 2020 | $591,000 | +23.6% | 2,573 | -0.2% | 0.04% | +12.9% |
Q3 2020 | $478,000 | +4.1% | 2,578 | -0.2% | 0.03% | -6.1% |
Q2 2020 | $459,000 | +25.1% | 2,584 | +1.4% | 0.03% | +3.1% |
Q1 2020 | $367,000 | -30.0% | 2,548 | 0.0% | 0.03% | -13.5% |
Q4 2019 | $524,000 | +118.3% | 2,548 | +113.6% | 0.04% | +105.6% |
Q3 2018 | $240,000 | -7.0% | 1,193 | -10.0% | 0.02% | -14.3% |
Q2 2018 | $258,000 | – | 1,325 | – | 0.02% | – |
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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% |