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 | $256,831 | -4.6% | 1,030 | 0.0% | 0.18% | +1.7% |
| Q2 2023 | $269,325 | +169.2% | 1,030 | +157.5% | 0.18% | +157.1% |
| Q1 2023 | $100,064 | +3.4% | 400 | 0.0% | 0.07% | +1.4% |
| Q4 2022 | $96,756 | +10.0% | 400 | 0.0% | 0.07% | -1.4% |
| Q3 2022 | $88,000 | -2.2% | 400 | 0.0% | 0.07% | +6.1% |
| Q2 2022 | $90,000 | -15.9% | 400 | 0.0% | 0.07% | +4.8% |
| Q1 2022 | $107,000 | -5.3% | 400 | 0.0% | 0.06% | +6.8% |
| Q4 2021 | $113,000 | +7.6% | 400 | 0.0% | 0.06% | -3.3% |
| Q3 2021 | $105,000 | +94.4% | 400 | +100.0% | 0.06% | +96.8% |
| Q2 2021 | $54,000 | +3.8% | 200 | 0.0% | 0.03% | -8.8% |
| Q1 2021 | $52,000 | +13.0% | 200 | 0.0% | 0.03% | +3.0% |
| Q4 2020 | $46,000 | +24.3% | 200 | 0.0% | 0.03% | -2.9% |
| Q3 2020 | $37,000 | +2.8% | 200 | 0.0% | 0.03% | -15.0% |
| Q2 2020 | $36,000 | +24.1% | 200 | 0.0% | 0.04% | +8.1% |
| Q1 2020 | $29,000 | -61.8% | 200 | -46.1% | 0.04% | -41.3% |
| Q4 2019 | $76,000 | +5.6% | 371 | 0.0% | 0.06% | -8.7% |
| Q3 2019 | $72,000 | 0.0% | 371 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $72,000 | +2.9% | 371 | 0.0% | 0.07% | -4.2% |
| Q1 2019 | $70,000 | +12.9% | 371 | 0.0% | 0.07% | -6.5% |
| Q4 2018 | $62,000 | – | 371 | – | 0.08% | – |
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% |