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 | $944,627 | -20.8% | 3,779 | -17.0% | 0.30% | +3.4% |
| Q2 2023 | $1,193,207 | +13.4% | 4,554 | +8.2% | 0.29% | +6.6% |
| Q1 2023 | $1,052,444 | -78.0% | 4,207 | -80.1% | 0.27% | -80.4% |
| Q4 2022 | $4,788,625 | +92.0% | 21,154 | +86.6% | 1.38% | +88.2% |
| Q3 2022 | $2,494,000 | -47.7% | 11,337 | -46.4% | 0.74% | -46.7% |
| Q2 2022 | $4,773,000 | -14.3% | 21,167 | +1.7% | 1.38% | +1.0% |
| Q1 2022 | $5,567,000 | -9.7% | 20,804 | -4.2% | 1.37% | -4.7% |
| Q4 2021 | $6,164,000 | +12.7% | 21,713 | +4.7% | 1.44% | +4.3% |
| Q3 2021 | $5,471,000 | +10.1% | 20,733 | +11.5% | 1.38% | +9.7% |
| Q2 2021 | $4,967,000 | +6.4% | 18,597 | +3.9% | 1.25% | -2.2% |
| Q1 2021 | $4,670,000 | +32.8% | 17,901 | +16.8% | 1.28% | +23.6% |
| Q4 2020 | $3,517,000 | -58.7% | 15,330 | +516.4% | 1.04% | +640.7% |
| Q3 2020 | $8,524,000 | +1650.3% | 2,487 | -9.1% | 0.14% | -22.2% |
| Q2 2020 | $487,000 | +23.0% | 2,736 | -0.7% | 0.18% | -2.7% |
| Q1 2020 | $396,000 | -78.6% | 2,755 | -69.8% | 0.18% | -73.1% |
| Q4 2019 | $1,854,000 | +8.0% | 9,112 | +3.4% | 0.69% | +0.1% |
| Q3 2019 | $1,717,000 | -35.2% | 8,813 | -35.1% | 0.69% | -36.5% |
| Q2 2019 | $2,651,000 | +1.9% | 13,570 | -0.3% | 1.08% | -2.7% |
| Q1 2019 | $2,601,000 | +10.8% | 13,616 | -5.8% | 1.11% | -17.8% |
| Q4 2018 | $2,348,000 | -41.1% | 14,448 | -27.3% | 1.35% | -30.8% |
| Q3 2018 | $3,985,000 | +6.7% | 19,872 | +4.0% | 1.96% | -6.0% |
| Q2 2018 | $3,736,000 | +13.3% | 19,103 | +9.2% | 2.08% | +5.2% |
| Q1 2018 | $3,298,000 | +14.8% | 17,495 | +15.9% | 1.98% | +8.7% |
| Q4 2017 | $2,872,000 | +40.9% | 15,100 | +32.9% | 1.82% | +34.7% |
| Q3 2017 | $2,039,000 | +50.0% | 11,359 | +46.7% | 1.35% | +39.5% |
| Q2 2017 | $1,359,000 | – | 7,745 | – | 0.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |