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 | $3,188,428 | -4.7% | 12,787 | -0.0% | 0.55% | -2.3% |
| Q2 2023 | $3,344,714 | +1.9% | 12,792 | -2.5% | 0.57% | -2.9% |
| Q1 2023 | $3,282,339 | -1.7% | 13,121 | -4.9% | 0.58% | -7.3% |
| Q4 2022 | $3,338,312 | +11.1% | 13,801 | +0.7% | 0.63% | -2.5% |
| Q3 2022 | $3,006,000 | -4.4% | 13,711 | -1.3% | 0.65% | +0.8% |
| Q2 2022 | $3,144,000 | -9.6% | 13,896 | +7.3% | 0.64% | +15.5% |
| Q1 2022 | $3,476,000 | -5.8% | 12,953 | -0.7% | 0.56% | -2.6% |
| Q4 2021 | $3,691,000 | +7.6% | 13,040 | -0.0% | 0.57% | +1.1% |
| Q3 2021 | $3,431,000 | -2.1% | 13,044 | -0.0% | 0.56% | -0.4% |
| Q2 2021 | $3,506,000 | -2.8% | 13,046 | -5.9% | 0.57% | -8.0% |
| Q1 2021 | $3,607,000 | +11.9% | 13,858 | -1.2% | 0.62% | +10.4% |
| Q4 2020 | $3,223,000 | +18.5% | 14,024 | -4.5% | 0.56% | +9.4% |
| Q3 2020 | $2,720,000 | +60.3% | 14,680 | +53.8% | 0.51% | +51.9% |
| Q2 2020 | $1,697,000 | -46.8% | 9,545 | -49.0% | 0.34% | -9.7% |
| Q1 2020 | $3,188,000 | +57.6% | 18,732 | +90.6% | 0.37% | -7.2% |
| Q4 2019 | $2,023,000 | +5.8% | 9,829 | -0.7% | 0.40% | -2.7% |
| Q3 2019 | $1,912,000 | +0.7% | 9,894 | +1.3% | 0.41% | -4.0% |
| Q2 2019 | $1,898,000 | 0.0% | 9,768 | -2.5% | 0.43% | +0.5% |
| Q1 2019 | $1,898,000 | -36.1% | 10,020 | -43.9% | 0.43% | -43.1% |
| Q4 2018 | $2,968,000 | -8.6% | 17,876 | +10.8% | 0.75% | -0.3% |
| Q3 2018 | $3,248,000 | +23.3% | 16,135 | +19.3% | 0.75% | +14.5% |
| Q2 2018 | $2,634,000 | -3.2% | 13,525 | -6.8% | 0.66% | -3.5% |
| Q1 2018 | $2,722,000 | +21.5% | 14,514 | +22.9% | 0.68% | +25.9% |
| Q4 2017 | $2,241,000 | +4.5% | 11,810 | -1.5% | 0.54% | +1.3% |
| Q3 2017 | $2,144,000 | -5.3% | 11,985 | -8.0% | 0.53% | -9.4% |
| Q2 2017 | $2,265,000 | -2.7% | 13,021 | -4.2% | 0.59% | -2.5% |
| Q1 2017 | $2,328,000 | +3.1% | 13,598 | -0.5% | 0.60% | -0.2% |
| Q4 2016 | $2,259,000 | -1.2% | 13,665 | -7.5% | 0.60% | -5.9% |
| Q3 2016 | $2,286,000 | +2.5% | 14,776 | -1.0% | 0.64% | +0.2% |
| Q2 2016 | $2,230,000 | -7.0% | 14,925 | -10.2% | 0.64% | -4.2% |
| Q1 2016 | $2,397,000 | +33.5% | 16,625 | +29.0% | 0.67% | +28.9% |
| Q4 2015 | $1,796,000 | +83.8% | 12,892 | +80.3% | 0.52% | +61.2% |
| Q3 2015 | $977,000 | +18.9% | 7,149 | +30.5% | 0.32% | +23.4% |
| Q2 2015 | $822,000 | +195.7% | 5,479 | +199.6% | 0.26% | +183.7% |
| Q1 2015 | $278,000 | +434.6% | 1,829 | +413.8% | 0.09% | +411.1% |
| Q4 2014 | $52,000 | – | 356 | – | 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% |