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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $7,019,000 | +15.4% | 46,800 | +16.9% | 1.80% | +21.7% |
| Q1 2015 | $6,084,000 | +15.1% | 40,030 | +9.7% | 1.48% | +14.4% |
| Q4 2014 | $5,286,000 | +32.8% | 36,507 | +25.5% | 1.29% | +30.0% |
| Q3 2014 | $3,979,000 | -2.4% | 29,100 | +2.2% | 0.99% | +1.3% |
| Q2 2014 | $4,076,000 | -7.1% | 28,487 | -10.7% | 0.98% | -4.1% |
| Q1 2014 | $4,387,000 | +2.4% | 31,912 | -0.3% | 1.02% | +3.7% |
| Q4 2013 | $4,285,000 | +20.0% | 32,020 | +11.3% | 0.98% | +11.8% |
| Q3 2013 | $3,572,000 | +10.5% | 28,775 | +2.8% | 0.88% | +3.9% |
| Q2 2013 | $3,232,000 | – | 27,980 | – | 0.85% | – |
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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% |