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 | $25,798,421 | -6.5% | 103,463 | -2.0% | 5.31% | -2.5% |
| Q2 2023 | $27,602,531 | +7.3% | 105,563 | +2.6% | 5.45% | +5.0% |
| Q1 2023 | $25,728,523 | +102465.4% | 102,848 | -0.8% | 5.19% | -2.4% |
| Q4 2022 | $25,085 | -99.9% | 103,705 | -1.3% | 5.32% | +2.6% |
| Q3 2022 | $23,026,000 | -0.4% | 105,019 | +2.7% | 5.19% | +5.6% |
| Q2 2022 | $23,130,000 | -11.8% | 102,239 | +4.6% | 4.92% | -3.5% |
| Q1 2022 | $26,234,000 | +1.0% | 97,765 | +6.6% | 5.09% | -0.4% |
| Q4 2021 | $25,971,000 | +7.6% | 91,743 | -0.0% | 5.12% | -4.2% |
| Q3 2021 | $24,139,000 | +0.3% | 91,760 | +2.4% | 5.34% | -7.2% |
| Q2 2021 | $24,076,000 | +2.0% | 89,592 | -1.2% | 5.76% | -4.7% |
| Q1 2021 | $23,594,000 | +5.9% | 90,647 | -6.5% | 6.04% | +4.0% |
| Q4 2020 | $22,290,000 | +33.1% | 96,984 | +7.3% | 5.81% | +7.3% |
| Q3 2020 | $16,751,000 | +25.6% | 90,395 | +20.5% | 5.41% | +18.0% |
| Q2 2020 | $13,340,000 | +27.5% | 75,020 | +3.2% | 4.58% | +34.3% |
| Q1 2020 | $10,460,000 | +8.0% | 72,708 | +54.5% | 3.41% | +34.3% |
| Q4 2019 | $9,687,000 | – | 47,064 | – | 2.54% | – |
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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% |