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 | $697,681 | -9.6% | 2,798 | -5.2% | 0.08% | -6.1% |
| Q2 2023 | $772,150 | -2.1% | 2,953 | -6.3% | 0.08% | -6.8% |
| Q1 2023 | $788,754 | +11.0% | 3,153 | +7.4% | 0.09% | +8.6% |
| Q4 2022 | $710,430 | +78.5% | 2,937 | +62.0% | 0.08% | +58.8% |
| Q3 2022 | $398,000 | -5.7% | 1,813 | -2.8% | 0.05% | 0.0% |
| Q2 2022 | $422,000 | -19.0% | 1,866 | -3.9% | 0.05% | -8.9% |
| Q1 2022 | $521,000 | +5.9% | 1,941 | +11.5% | 0.06% | +14.3% |
| Q4 2021 | $492,000 | +6.7% | 1,741 | -0.6% | 0.05% | -3.9% |
| Q3 2021 | $461,000 | -2.1% | 1,751 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $471,000 | +3.3% | 1,751 | 0.0% | 0.05% | -3.8% |
| Q1 2021 | $456,000 | +11.8% | 1,751 | -1.4% | 0.05% | +8.2% |
| Q4 2020 | $408,000 | +10.3% | 1,776 | -11.0% | 0.05% | -2.0% |
| Q3 2020 | $370,000 | +4.5% | 1,996 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $354,000 | +22.9% | 1,996 | -0.2% | 0.05% | +6.4% |
| Q1 2020 | $288,000 | -30.8% | 1,999 | -1.2% | 0.05% | -7.8% |
| Q4 2019 | $416,000 | +6.4% | 2,024 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $391,000 | +3.2% | 2,024 | +3.7% | 0.05% | +4.1% |
| Q2 2019 | $379,000 | -18.8% | 1,951 | -20.9% | 0.05% | -21.0% |
| Q1 2019 | $467,000 | +33.8% | 2,467 | +17.4% | 0.06% | +21.6% |
| Q4 2018 | $349,000 | -17.5% | 2,101 | 0.0% | 0.05% | -8.9% |
| Q3 2018 | $423,000 | +3.4% | 2,101 | 0.0% | 0.06% | -1.8% |
| Q2 2018 | $409,000 | -3.5% | 2,101 | -7.1% | 0.06% | -6.6% |
| Q1 2018 | $424,000 | +81.2% | 2,261 | +83.1% | 0.06% | +84.8% |
| Q4 2017 | $234,000 | 0.0% | 1,235 | -5.7% | 0.03% | -5.7% |
| Q3 2017 | $234,000 | +2.6% | 1,310 | 0.0% | 0.04% | +2.9% |
| Q2 2017 | $228,000 | – | 1,310 | – | 0.03% | – |
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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% |