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 | $665,756 | -26.9% | 2,821 | -22.5% | 0.24% | -35.8% |
| Q1 2023 | $911,083 | -3.2% | 3,642 | -6.4% | 0.37% | -16.8% |
| Q4 2022 | $941,678 | +62.4% | 3,893 | +47.1% | 0.45% | +14.4% |
| Q3 2022 | $580,000 | +39.1% | 2,646 | +43.4% | 0.39% | -7.8% |
| Q2 2022 | $417,000 | -16.1% | 1,845 | -0.4% | 0.42% | -7.4% |
| Q1 2022 | $497,000 | -6.6% | 1,853 | -1.4% | 0.46% | -0.4% |
| Q4 2021 | $532,000 | +7.7% | 1,879 | 0.0% | 0.46% | +1.1% |
| Q3 2021 | $494,000 | -90.2% | 1,879 | 0.0% | 0.45% | +8.6% |
| Q2 2021 | $5,049,000 | +854.4% | 1,879 | -7.6% | 0.42% | +6.9% |
| Q1 2021 | $529,000 | +13.3% | 2,034 | 0.0% | 0.39% | +8.0% |
| Q4 2020 | $467,000 | +23.9% | 2,034 | 0.0% | 0.36% | +12.8% |
| Q3 2020 | $377,000 | +4.1% | 2,034 | -82.9% | 0.32% | 0.0% |
| Q2 2020 | $362,000 | +23.5% | 11,922 | +486.1% | 0.32% | +3.9% |
| Q1 2020 | $293,000 | -28.4% | 2,034 | +2.3% | 0.31% | -13.9% |
| Q4 2019 | $409,000 | +7.1% | 1,989 | +0.7% | 0.36% | -1.9% |
| Q3 2019 | $382,000 | +3.2% | 1,975 | 0.0% | 0.37% | -2.7% |
| Q2 2019 | $370,000 | -4.9% | 1,975 | 0.0% | 0.38% | -7.2% |
| Q1 2019 | $389,000 | +10.8% | 1,975 | +3.1% | 0.40% | +3.3% |
| Q4 2018 | $351,000 | – | 1,915 | – | 0.39% | – |
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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% |