ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,127 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,455,145 | -3.3% | 144,483 | +0.3% | 2.92% | -1.9% |
| Q1 2024 | $8,745,831 | +7.9% | 143,988 | +392.4% | 2.98% | +2.6% |
| Q4 2023 | $8,104,143 | +7.1% | 29,241 | -3.6% | 2.90% | +5.8% |
| Q3 2023 | $7,567,274 | +2.4% | 30,348 | +7.4% | 2.74% | +5.1% |
| Q2 2023 | $7,389,686 | +15.9% | 28,261 | +10.9% | 2.61% | +7.2% |
| Q1 2023 | $6,376,078 | +8.6% | 25,488 | +5.0% | 2.43% | +1.5% |
| Q4 2022 | $5,871,154 | +1.5% | 24,272 | -8.0% | 2.40% | -10.0% |
| Q3 2022 | $5,786,000 | -1.5% | 26,391 | +1.6% | 2.66% | +3.5% |
| Q2 2022 | $5,875,000 | +2.3% | 25,969 | +21.4% | 2.58% | +11.8% |
| Q1 2022 | $5,742,000 | +20.6% | 21,400 | +27.2% | 2.30% | +19.3% |
| Q4 2021 | $4,763,000 | +13.9% | 16,827 | +5.9% | 1.93% | +6.5% |
| Q3 2021 | $4,180,000 | -2.1% | 15,890 | 0.0% | 1.81% | -5.8% |
| Q2 2021 | $4,270,000 | +3.2% | 15,890 | 0.0% | 1.92% | +17.1% |
| Q1 2021 | $4,136,000 | +42.8% | 15,890 | +26.0% | 1.64% | +7.2% |
| Q4 2020 | $2,897,000 | – | 12,607 | – | 1.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |