ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 48 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,207,140 | -20.1% | 12,862 | -16.2% | 0.43% | -16.0% |
| Q2 2023 | $4,012,934 | -4.1% | 15,347 | -8.3% | 0.51% | -12.5% |
| Q1 2023 | $4,186,428 | +3.5% | 16,735 | +0.1% | 0.59% | -8.3% |
| Q4 2022 | $4,043,917 | +26.1% | 16,718 | +14.3% | 0.64% | +17.0% |
| Q3 2022 | $3,207,000 | +58.8% | 14,628 | +63.9% | 0.55% | +66.0% |
| Q2 2022 | $2,019,000 | -4.8% | 8,923 | +12.9% | 0.33% | +20.5% |
| Q1 2022 | $2,120,000 | +39.2% | 7,900 | +46.8% | 0.27% | +56.9% |
| Q4 2021 | $1,523,000 | -18.2% | 5,380 | -24.0% | 0.17% | -23.0% |
| Q3 2021 | $1,861,000 | -7.7% | 7,075 | -5.7% | 0.23% | -9.6% |
| Q2 2021 | $2,016,000 | -5.8% | 7,502 | -8.8% | 0.25% | -19.9% |
| Q1 2021 | $2,141,000 | +92.5% | 8,225 | +69.9% | 0.31% | +75.3% |
| Q4 2020 | $1,112,000 | +294.3% | 4,840 | +253.3% | 0.18% | +137.3% |
| Q4 2019 | $282,000 | – | 1,370 | – | 0.08% | – |
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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% |