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 | $701,528 | +1.1% | 2,813 | +6.0% | 0.09% | +4.5% |
Q2 2023 | $693,818 | +1.7% | 2,653 | -2.7% | 0.09% | -3.3% |
Q1 2023 | $682,487 | +3.2% | 2,728 | -0.2% | 0.09% | -8.1% |
Q4 2022 | $661,235 | +79.7% | 2,734 | +62.9% | 0.10% | +57.1% |
Q3 2022 | $368,000 | -4.7% | 1,678 | -1.5% | 0.06% | 0.0% |
Q2 2022 | $386,000 | -22.2% | 1,704 | -7.7% | 0.06% | -27.6% |
Q1 2022 | $496,000 | -15.8% | 1,847 | -11.2% | 0.09% | -17.9% |
Q4 2021 | $589,000 | +7.7% | 2,081 | 0.0% | 0.11% | -7.0% |
Q3 2021 | $547,000 | -2.1% | 2,081 | +0.0% | 0.11% | -7.3% |
Q2 2021 | $559,000 | -12.0% | 2,080 | -14.7% | 0.12% | -23.1% |
Q1 2021 | $635,000 | +56.4% | 2,439 | +11.4% | 0.16% | +9.6% |
Q3 2020 | $406,000 | +14.7% | 2,190 | -11.0% | 0.15% | -15.1% |
Q1 2020 | $354,000 | -40.2% | 2,462 | -14.3% | 0.17% | -26.5% |
Q4 2019 | $592,000 | -3.6% | 2,874 | -6.8% | 0.23% | -7.9% |
Q3 2019 | $614,000 | -5.1% | 3,084 | -5.6% | 0.25% | -9.6% |
Q2 2019 | $647,000 | +63.8% | 3,266 | +56.4% | 0.28% | +54.4% |
Q1 2019 | $395,000 | +5.6% | 2,088 | -7.3% | 0.18% | -2.7% |
Q4 2018 | $374,000 | +25.5% | 2,253 | +40.5% | 0.19% | +40.6% |
Q3 2018 | $298,000 | -4.5% | 1,603 | 0.0% | 0.13% | -3.6% |
Q2 2018 | $312,000 | -42.1% | 1,603 | -44.2% | 0.14% | -38.7% |
Q1 2018 | $539,000 | +17.7% | 2,872 | +19.1% | 0.22% | +48.0% |
Q4 2017 | $458,000 | +10.4% | 2,412 | +4.1% | 0.15% | +6.3% |
Q3 2017 | $415,000 | +2.2% | 2,317 | -0.8% | 0.14% | 0.0% |
Q2 2017 | $406,000 | +9.4% | 2,335 | +7.8% | 0.14% | +5.1% |
Q1 2017 | $371,000 | -73.1% | 2,167 | -74.1% | 0.14% | -65.5% |
Q4 2016 | $1,381,000 | – | 8,351 | – | 0.39% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |