ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $294,233 | -4.6% | 1,180 | 0.0% | 0.18% | -4.7% |
Q2 2023 | $308,546 | +4.5% | 1,180 | 0.0% | 0.19% | -5.0% |
Q1 2023 | $295,189 | +3.4% | 1,180 | 0.0% | 0.20% | -4.3% |
Q4 2022 | $285,430 | +10.2% | 1,180 | 0.0% | 0.21% | +1.9% |
Q3 2022 | $259,000 | -3.4% | 1,180 | -0.3% | 0.21% | +1.5% |
Q2 2022 | $268,000 | -15.7% | 1,184 | 0.0% | 0.20% | -11.3% |
Q1 2022 | $318,000 | -4.8% | 1,184 | +0.3% | 0.23% | +4.5% |
Q4 2021 | $334,000 | +7.7% | 1,180 | 0.0% | 0.22% | +3.8% |
Q3 2021 | $310,000 | -13.6% | 1,180 | -11.7% | 0.21% | -15.5% |
Q2 2021 | $359,000 | +16.9% | 1,337 | +13.3% | 0.25% | +5.0% |
Q1 2021 | $307,000 | +13.3% | 1,180 | 0.0% | 0.24% | -10.2% |
Q4 2020 | $271,000 | +23.7% | 1,180 | 0.0% | 0.27% | +11.8% |
Q3 2020 | $219,000 | +4.3% | 1,180 | 0.0% | 0.24% | -0.4% |
Q2 2020 | $210,000 | -13.6% | 1,180 | 0.0% | 0.24% | -6.3% |
Q4 2019 | $243,000 | +6.6% | 1,180 | 0.0% | 0.26% | +37.1% |
Q3 2019 | $228,000 | -0.4% | 1,180 | 0.0% | 0.19% | -1.6% |
Q2 2019 | $229,000 | +2.7% | 1,180 | 0.0% | 0.19% | +3.3% |
Q1 2019 | $223,000 | -6.3% | 1,180 | 0.0% | 0.18% | -7.6% |
Q3 2018 | $238,000 | -7.4% | 1,180 | -10.6% | 0.20% | -7.9% |
Q2 2018 | $257,000 | +16.3% | 1,320 | +11.9% | 0.22% | +12.6% |
Q1 2018 | $221,000 | -1.8% | 1,180 | 0.0% | 0.19% | -3.5% |
Q4 2017 | $225,000 | +6.6% | 1,180 | 0.0% | 0.20% | +2.6% |
Q3 2017 | $211,000 | +2.9% | 1,180 | 0.0% | 0.19% | 0.0% |
Q2 2017 | $205,000 | +1.5% | 1,180 | 0.0% | 0.19% | -2.0% |
Q1 2017 | $202,000 | – | 1,180 | – | 0.20% | – |
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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% |