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 | $204,108 | -99.1% | 957 | -99.0% | 0.07% | -99.1% |
| Q2 2023 | $24,005,980 | +4.1% | 91,808 | -0.4% | 7.94% | +0.3% |
| Q1 2023 | $23,052,631 | +3.3% | 92,151 | -0.1% | 7.91% | -7.4% |
| Q4 2022 | $22,311,326 | +12.7% | 92,237 | +2.2% | 8.55% | +4.2% |
| Q3 2022 | $19,797,000 | -3.9% | 90,290 | -0.8% | 8.20% | +2.4% |
| Q2 2022 | $20,598,000 | -13.0% | 91,050 | +3.1% | 8.01% | 0.0% |
| Q1 2022 | $23,688,000 | -3.3% | 88,277 | +2.0% | 8.01% | +5.8% |
| Q4 2021 | $24,494,000 | +10.5% | 86,529 | +2.7% | 7.57% | -1.5% |
| Q3 2021 | $22,168,000 | +2.1% | 84,267 | +3.5% | 7.68% | +1.7% |
| Q2 2021 | $21,711,000 | +9.6% | 81,440 | +7.0% | 7.55% | -3.5% |
| Q1 2021 | $19,812,000 | +5.4% | 76,119 | -4.4% | 7.83% | +0.2% |
| Q4 2020 | $18,792,000 | +86.7% | 79,610 | +46.5% | 7.81% | +55.9% |
| Q3 2020 | $10,066,000 | – | 54,324 | – | 5.01% | – |
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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% |