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 | $338,368 | -10.3% | 1,357 | -6.0% | 0.05% | -8.6% |
| Q2 2023 | $377,316 | +11.1% | 1,443 | +6.3% | 0.06% | +9.4% |
| Q1 2023 | $339,468 | +3.4% | 1,357 | 0.0% | 0.05% | -1.9% |
| Q4 2022 | $328,245 | +10.1% | 1,357 | 0.0% | 0.05% | -6.9% |
| Q3 2022 | $298,000 | -2.9% | 1,357 | 0.0% | 0.06% | +11.5% |
| Q2 2022 | $307,000 | -15.7% | 1,357 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $364,000 | -5.2% | 1,357 | 0.0% | 0.05% | -3.7% |
| Q4 2021 | $384,000 | +7.6% | 1,357 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $357,000 | -2.2% | 1,357 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $365,000 | +3.4% | 1,357 | 0.0% | 0.05% | -1.8% |
| Q1 2021 | $353,000 | +13.1% | 1,357 | 0.0% | 0.06% | +7.8% |
| Q4 2020 | $312,000 | +24.3% | 1,357 | 0.0% | 0.05% | +8.5% |
| Q3 2020 | $251,000 | -1.6% | 1,357 | -5.4% | 0.05% | -9.6% |
| Q2 2020 | $255,000 | +23.8% | 1,434 | 0.0% | 0.05% | +2.0% |
| Q1 2020 | $206,000 | -30.2% | 1,434 | 0.0% | 0.05% | -15.0% |
| Q4 2019 | $295,000 | +6.5% | 1,434 | 0.0% | 0.06% | -1.6% |
| Q3 2019 | $277,000 | -14.2% | 1,434 | -13.7% | 0.06% | -14.1% |
| Q2 2019 | $323,000 | +2.5% | 1,662 | 0.0% | 0.07% | -2.7% |
| Q1 2019 | $315,000 | +14.1% | 1,662 | 0.0% | 0.07% | -1.4% |
| Q4 2018 | $276,000 | -17.6% | 1,662 | 0.0% | 0.07% | -1.3% |
| Q3 2018 | $335,000 | +3.4% | 1,662 | 0.0% | 0.08% | -3.8% |
| Q2 2018 | $324,000 | – | 1,662 | – | 0.08% | – |
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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% |