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 | $5,671,783 | -3.6% | 22,746 | +1.1% | 2.02% | +0.2% |
| Q2 2023 | $5,885,202 | +5.7% | 22,507 | +1.1% | 2.01% | -1.6% |
| Q1 2023 | $5,568,981 | +103954.2% | 22,262 | +0.6% | 2.04% | -0.7% |
| Q4 2022 | $5,352 | -99.9% | 22,124 | -0.1% | 2.06% | -1.8% |
| Q3 2022 | $4,857,000 | -3.5% | 22,151 | -0.4% | 2.10% | +1.3% |
| Q2 2022 | $5,031,000 | -22.1% | 22,238 | -6.3% | 2.07% | -7.6% |
| Q1 2022 | $6,456,000 | -0.4% | 23,742 | +3.7% | 2.24% | -2.2% |
| Q4 2021 | $6,480,000 | +9.6% | 22,891 | +1.9% | 2.29% | -3.0% |
| Q3 2021 | $5,910,000 | -2.7% | 22,465 | -0.6% | 2.36% | -14.7% |
| Q2 2021 | $6,074,000 | +3.3% | 22,603 | +0.0% | 2.77% | -2.7% |
| Q1 2021 | $5,880,000 | +13.4% | 22,593 | +0.1% | 2.85% | -10.8% |
| Q4 2020 | $5,186,000 | +21.2% | 22,565 | -2.3% | 3.19% | +5.9% |
| Q3 2020 | $4,278,000 | -0.3% | 23,088 | -4.3% | 3.02% | -5.5% |
| Q2 2020 | $4,289,000 | +27.8% | 24,119 | +3.4% | 3.19% | +11.2% |
| Q1 2020 | $3,357,000 | -27.4% | 23,334 | +3.9% | 2.87% | -10.5% |
| Q4 2019 | $4,624,000 | +1.3% | 22,464 | -4.9% | 3.20% | +22.9% |
| Q3 2019 | $4,566,000 | -11.2% | 23,630 | -10.7% | 2.61% | -9.8% |
| Q2 2019 | $5,139,000 | +2.6% | 26,455 | +0.0% | 2.89% | -0.6% |
| Q1 2019 | $5,009,000 | +16.0% | 26,445 | +1.7% | 2.90% | +9.4% |
| Q4 2018 | $4,317,000 | +26.3% | 25,996 | +30.2% | 2.66% | +9.8% |
| Q1 2017 | $3,419,000 | – | 19,967 | – | 2.42% | – |
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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% |