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 | $9,835,504 | -3.0% | 39,445 | +1.8% | 3.34% | +0.2% |
| Q2 2023 | $10,134,852 | +5.8% | 38,760 | +1.2% | 3.33% | +0.9% |
| Q1 2023 | $9,580,145 | +14.0% | 38,296 | -0.1% | 3.30% | +0.4% |
| Q3 2022 | $8,404,000 | -3.6% | 38,328 | -0.6% | 3.29% | -8.6% |
| Q2 2022 | $8,722,000 | -16.5% | 38,553 | -1.0% | 3.60% | -3.7% |
| Q1 2022 | $10,445,000 | -2.6% | 38,925 | +2.8% | 3.74% | -13.6% |
| Q4 2021 | $10,724,000 | +10.4% | 37,883 | +2.6% | 4.32% | +2.0% |
| Q3 2021 | $9,717,000 | -0.3% | 36,935 | +1.8% | 4.24% | -0.4% |
| Q2 2021 | $9,750,000 | +10.8% | 36,281 | +7.3% | 4.25% | +1.0% |
| Q1 2021 | $8,802,000 | +18.4% | 33,817 | +4.5% | 4.21% | +53.0% |
| Q4 2020 | $7,436,000 | +30.6% | 32,355 | +5.3% | 2.75% | +16.8% |
| Q3 2020 | $5,693,000 | +12.2% | 30,723 | +7.7% | 2.36% | -5.7% |
| Q2 2020 | $5,073,000 | +29.2% | 28,528 | +4.5% | 2.50% | +0.6% |
| Q1 2020 | $3,926,000 | -32.0% | 27,290 | -2.8% | 2.48% | -2.2% |
| Q4 2019 | $5,777,000 | +12.8% | 28,070 | +5.9% | 2.54% | +1.4% |
| Q3 2019 | $5,121,000 | +8.4% | 26,504 | +9.0% | 2.51% | +3.5% |
| Q2 2019 | $4,725,000 | +4.5% | 24,324 | +1.9% | 2.42% | -0.4% |
| Q1 2019 | $4,520,000 | +14.9% | 23,866 | +0.8% | 2.43% | +15.0% |
| Q4 2018 | $3,933,000 | -10.6% | 23,683 | +8.4% | 2.11% | -1.4% |
| Q3 2018 | $4,398,000 | +8.2% | 21,848 | +4.7% | 2.14% | -10.1% |
| Q2 2018 | $4,063,000 | +15.0% | 20,859 | +10.8% | 2.38% | +10.8% |
| Q1 2018 | $3,532,000 | +4.1% | 18,829 | +5.3% | 2.15% | +3.6% |
| Q4 2017 | $3,394,000 | +16.7% | 17,882 | +10.0% | 2.08% | +11.5% |
| Q3 2017 | $2,908,000 | +10.4% | 16,253 | +7.4% | 1.86% | +5.5% |
| Q2 2017 | $2,633,000 | +30.5% | 15,137 | +28.4% | 1.77% | +24.9% |
| Q1 2017 | $2,018,000 | +506.0% | 11,787 | +485.0% | 1.41% | +458.9% |
| Q4 2016 | $333,000 | – | 2,015 | – | 0.25% | – |
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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% |