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 | $476,930 | -4.2% | 1,904 | 0.0% | 0.06% | -11.3% |
| Q2 2023 | $497,858 | +84.3% | 1,904 | +76.3% | 0.06% | +55.0% |
| Q1 2023 | $270,173 | +3.4% | 1,080 | 0.0% | 0.04% | -9.1% |
| Q4 2022 | $261,241 | +10.2% | 1,080 | 0.0% | 0.04% | -15.4% |
| Q3 2022 | $237,000 | -2.9% | 1,080 | 0.0% | 0.05% | +2.0% |
| Q2 2022 | $244,000 | -15.9% | 1,080 | 0.0% | 0.05% | -5.6% |
| Q1 2022 | $290,000 | -5.2% | 1,080 | 0.0% | 0.05% | -10.0% |
| Q4 2021 | $306,000 | +7.7% | 1,080 | 0.0% | 0.06% | -3.2% |
| Q3 2021 | $284,000 | -2.1% | 1,080 | 0.0% | 0.06% | -1.6% |
| Q2 2021 | $290,000 | +3.2% | 1,080 | 0.0% | 0.06% | -4.5% |
| Q1 2021 | $281,000 | -35.0% | 1,080 | -59.7% | 0.07% | -39.4% |
| Q4 2020 | $432,000 | -13.1% | 2,680 | 0.0% | 0.11% | -23.2% |
| Q3 2020 | $497,000 | +18.1% | 2,680 | +13.1% | 0.14% | +11.8% |
| Q2 2020 | $421,000 | -39.9% | 2,370 | -51.3% | 0.13% | -37.1% |
| Q1 2020 | $701,000 | +43.6% | 4,870 | +105.5% | 0.20% | +34.7% |
| Q4 2019 | $488,000 | +6.6% | 2,370 | 0.0% | 0.15% | -9.6% |
| Q3 2019 | $458,000 | +113.0% | 2,370 | +53.9% | 0.17% | +29.7% |
| Q4 2015 | $215,000 | – | 1,540 | – | 0.13% | – |
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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% |