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 | $228,405 | -4.6% | 916 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $239,516 | +5.7% | 916 | +1.1% | 0.04% | +2.6% |
| Q1 2023 | $226,645 | +566.6% | 906 | +417.7% | 0.04% | +178.6% |
| Q2 2019 | $34,000 | +3.0% | 175 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $33,000 | +13.8% | 175 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $29,000 | -17.1% | 175 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $35,000 | -2.8% | 175 | -5.4% | 0.02% | -11.1% |
| Q2 2018 | $36,000 | +2.9% | 185 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $35,000 | +6.1% | 185 | +5.7% | 0.02% | +12.5% |
| Q4 2017 | $33,000 | +6.5% | 175 | 0.0% | 0.02% | +6.7% |
| Q3 2017 | $31,000 | +3.3% | 175 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $30,000 | -16.7% | 175 | -17.5% | 0.02% | -21.1% |
| Q1 2017 | $36,000 | +2.9% | 212 | 0.0% | 0.02% | +5.6% |
| Q4 2016 | $35,000 | +133.3% | 212 | +112.0% | 0.02% | +38.5% |
| Q2 2016 | $15,000 | +7.1% | 100 | 0.0% | 0.01% | +8.3% |
| Q1 2016 | $14,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $14,000 | – | 100 | – | 0.01% | – |
Download | ||||||
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% |