ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,705,228 | +5.9% | 18,787 | +10.5% | 1.79% | +6.9% |
| Q2 2023 | $4,444,999 | -3.2% | 16,999 | -7.4% | 1.67% | +0.2% |
| Q1 2023 | $4,592,143 | -2.7% | 18,357 | -5.9% | 1.67% | +0.7% |
| Q4 2022 | $4,719,219 | -99.9% | 19,510 | -3.5% | 1.66% | -0.5% |
| Q3 2022 | $4,435,102,000 | +97546.5% | 20,227 | +0.7% | 1.67% | -0.8% |
| Q2 2022 | $4,542,000 | -15.9% | 20,081 | -0.2% | 1.68% | -1.1% |
| Q1 2022 | $5,400,000 | -11.8% | 20,125 | -7.0% | 1.70% | -9.6% |
| Q4 2021 | $6,123,000 | +8.9% | 21,631 | +1.2% | 1.88% | +0.4% |
| Q3 2021 | $5,623,000 | – | 21,374 | – | 1.87% | – |
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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% |