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 | $14,711,484 | -6.0% | 58,999 | -1.5% | 1.89% | -2.7% |
| Q2 2023 | $15,658,370 | +0.3% | 59,884 | -4.0% | 1.95% | +0.4% |
| Q1 2023 | $15,608,733 | +1.7% | 62,395 | -1.7% | 1.94% | -1.6% |
| Q4 2022 | $15,350,240 | +10.7% | 63,460 | +0.3% | 1.97% | +1.7% |
| Q3 2022 | $13,868,000 | -48.5% | 63,248 | -46.9% | 1.94% | -35.4% |
| Q2 2022 | $26,939,000 | -16.8% | 119,077 | -1.3% | 3.00% | -3.0% |
| Q1 2022 | $32,362,000 | -45.6% | 120,601 | -42.6% | 3.09% | -42.0% |
| Q4 2021 | $59,472,000 | +5.7% | 210,088 | -1.8% | 5.33% | +0.2% |
| Q3 2021 | $56,287,000 | -1.0% | 213,964 | +1.1% | 5.32% | -58.3% |
| Q2 2021 | $56,877,000 | +1.4% | 211,650 | -1.8% | 12.74% | -30.8% |
| Q1 2021 | $56,102,000 | +10.6% | 215,545 | -2.3% | 18.40% | +5.5% |
| Q4 2020 | $50,703,000 | +16.5% | 220,612 | -6.1% | 17.44% | -6.7% |
| Q3 2020 | $43,522,000 | -32.9% | 234,858 | -35.6% | 18.70% | -4.1% |
| Q2 2020 | $64,830,000 | +25.7% | 364,583 | +1.7% | 19.50% | +28.9% |
| Q1 2020 | $51,583,000 | -13.5% | 358,563 | +23.7% | 15.13% | -4.1% |
| Q4 2019 | $59,656,000 | +20.5% | 289,846 | +13.1% | 15.77% | +5.7% |
| Q3 2019 | $49,517,000 | -0.9% | 256,261 | -0.3% | 14.92% | -21.5% |
| Q2 2019 | $49,946,000 | +4.6% | 257,110 | +2.0% | 19.01% | +5.8% |
| Q1 2019 | $47,749,000 | +34.6% | 252,109 | +18.0% | 17.96% | +16.1% |
| Q4 2018 | $35,469,000 | +19.9% | 213,591 | +45.4% | 15.47% | +42.1% |
| Q3 2018 | $29,577,000 | +2.9% | 146,938 | -0.5% | 10.89% | +2.3% |
| Q2 2018 | $28,753,000 | +3.6% | 147,618 | -0.2% | 10.65% | -2.0% |
| Q1 2018 | $27,749,000 | +5.8% | 147,939 | +7.1% | 10.87% | +8.1% |
| Q4 2017 | $26,220,000 | +16.4% | 138,158 | +9.7% | 10.06% | +5.0% |
| Q3 2017 | $22,521,000 | -5.8% | 125,887 | -8.5% | 9.58% | +25.3% |
| Q2 2017 | $23,920,000 | +1.0% | 137,511 | -0.6% | 7.64% | +1.7% |
| Q1 2017 | $23,681,000 | -33.4% | 138,310 | -35.7% | 7.51% | -8.4% |
| Q4 2016 | $35,563,000 | +55.8% | 215,092 | +44.7% | 8.20% | -15.1% |
| Q3 2016 | $22,827,000 | -21.1% | 148,633 | -23.5% | 9.66% | -15.4% |
| Q2 2016 | $28,940,000 | +3.4% | 194,308 | +0.1% | 11.41% | -6.0% |
| Q1 2016 | $27,977,000 | +61.4% | 194,027 | +56.0% | 12.14% | -13.0% |
| Q4 2015 | $17,330,000 | – | 124,387 | – | 13.95% | – |
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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% |