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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $507,000 | -3.1% | 2,701 | -2.0% | 0.11% | +23.3% |
| Q4 2017 | $523,000 | +4.2% | 2,756 | -1.8% | 0.09% | +25.0% |
| Q3 2017 | $502,000 | +0.6% | 2,806 | -2.4% | 0.07% | -15.3% |
| Q2 2017 | $499,000 | -5.1% | 2,874 | -6.5% | 0.08% | -14.1% |
| Q1 2017 | $526,000 | -4.2% | 3,074 | -7.4% | 0.10% | +2.1% |
| Q4 2016 | $549,000 | +6.6% | 3,319 | -0.3% | 0.10% | 0.0% |
| Q3 2016 | $515,000 | +1.2% | 3,330 | -2.2% | 0.10% | +9.0% |
| Q2 2016 | $509,000 | -2.3% | 3,405 | -5.8% | 0.09% | -5.3% |
| Q1 2016 | $521,000 | +9.9% | 3,614 | +6.1% | 0.09% | +13.3% |
| Q4 2015 | $474,000 | -0.8% | 3,405 | -2.6% | 0.08% | -5.7% |
| Q3 2015 | $478,000 | -35.2% | 3,495 | -29.0% | 0.09% | -25.4% |
| Q2 2015 | $738,000 | +12.5% | 4,923 | +14.0% | 0.12% | +4.4% |
| Q1 2015 | $656,000 | – | 4,318 | – | 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% |