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 | $464,290 | -15.9% | 1,862 | -11.8% | 0.11% | -12.5% |
Q2 2023 | $551,985 | +5.5% | 2,111 | +0.9% | 0.13% | 0.0% |
Q1 2023 | $523,335 | +3.4% | 2,092 | 0.0% | 0.13% | -3.0% |
Q4 2022 | $506,034 | +4.3% | 2,092 | -5.4% | 0.13% | -4.3% |
Q3 2022 | $485,000 | +3.2% | 2,212 | +6.5% | 0.14% | +7.0% |
Q2 2022 | $470,000 | -16.7% | 2,077 | -1.2% | 0.13% | -1.5% |
Q1 2022 | $564,000 | -5.2% | 2,103 | 0.0% | 0.13% | -4.4% |
Q4 2021 | $595,000 | +7.6% | 2,103 | 0.0% | 0.14% | +0.7% |
Q3 2021 | $553,000 | +1.3% | 2,103 | +3.5% | 0.14% | 0.0% |
Q2 2021 | $546,000 | +8.1% | 2,031 | +4.7% | 0.14% | +11.5% |
Q1 2021 | $505,000 | +9.5% | 1,939 | -3.2% | 0.12% | +1.7% |
Q4 2020 | $461,000 | +29.9% | 2,004 | +4.7% | 0.12% | +13.2% |
Q3 2020 | $355,000 | +4.4% | 1,914 | 0.0% | 0.11% | -1.9% |
Q2 2020 | $340,000 | +14.9% | 1,914 | -6.9% | 0.11% | -5.3% |
Q1 2020 | $296,000 | -23.9% | 2,056 | +8.7% | 0.11% | -3.4% |
Q4 2019 | $389,000 | +6.3% | 1,892 | 0.0% | 0.12% | -1.7% |
Q3 2019 | $366,000 | -0.5% | 1,892 | 0.0% | 0.12% | 0.0% |
Q2 2019 | $368,000 | +5.4% | 1,892 | +2.7% | 0.12% | +0.8% |
Q1 2019 | $349,000 | +14.1% | 1,842 | 0.0% | 0.12% | +3.5% |
Q4 2018 | $306,000 | +0.3% | 1,842 | +21.7% | 0.12% | +11.7% |
Q3 2018 | $305,000 | +3.4% | 1,513 | 0.0% | 0.10% | -3.7% |
Q2 2018 | $295,000 | +3.9% | 1,513 | 0.0% | 0.11% | +2.9% |
Q1 2018 | $284,000 | -1.0% | 1,513 | 0.0% | 0.10% | -1.0% |
Q4 2017 | $287,000 | +11.7% | 1,513 | +5.2% | 0.10% | +14.1% |
Q3 2017 | $257,000 | +2.8% | 1,438 | 0.0% | 0.09% | -1.1% |
Q2 2017 | $250,000 | -17.2% | 1,438 | -18.4% | 0.09% | -18.4% |
Q1 2017 | $302,000 | +8.2% | 1,763 | +4.3% | 0.11% | +1.8% |
Q4 2016 | $279,000 | +19.2% | 1,690 | +11.7% | 0.11% | +14.3% |
Q3 2016 | $234,000 | +15.3% | 1,513 | +8.1% | 0.10% | -8.4% |
Q4 2014 | $203,000 | – | 1,400 | – | 0.11% | – |
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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% |