ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,127 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $532,532 | -3.7% | 9,100 | 0.0% | 0.08% | -8.3% |
| Q1 2024 | $552,734 | +9.6% | 9,100 | +400.0% | 0.08% | -26.3% |
| Q4 2023 | $504,413 | -13.0% | 1,820 | -21.5% | 0.11% | -30.1% |
| Q3 2023 | $579,917 | -5.9% | 2,318 | -1.6% | 0.16% | +3.8% |
| Q2 2023 | $616,047 | +5.8% | 2,356 | +1.2% | 0.16% | +1.3% |
| Q1 2023 | $582,372 | -18.0% | 2,328 | -20.7% | 0.16% | -18.8% |
| Q4 2022 | $710,189 | +54.7% | 2,936 | +40.3% | 0.19% | +49.2% |
| Q3 2022 | $459,000 | -1.3% | 2,092 | +1.7% | 0.13% | -0.8% |
| Q2 2022 | $465,000 | -13.6% | 2,057 | +2.6% | 0.13% | +4.9% |
| Q1 2022 | $538,000 | +5.3% | 2,005 | +11.1% | 0.12% | +6.0% |
| Q4 2021 | $511,000 | +1.6% | 1,805 | -5.6% | 0.12% | -7.9% |
| Q3 2021 | $503,000 | +105.3% | 1,912 | +109.6% | 0.13% | +96.9% |
| Q2 2021 | $245,000 | +3.4% | 912 | 0.0% | 0.06% | -8.6% |
| Q1 2021 | $237,000 | +12.9% | 912 | 0.0% | 0.07% | +4.5% |
| Q4 2020 | $210,000 | -45.7% | 912 | -51.4% | 0.07% | -61.0% |
| Q4 2019 | $387,000 | +6.6% | 1,878 | 0.0% | 0.17% | +0.6% |
| Q3 2019 | $363,000 | +3.7% | 1,878 | +4.2% | 0.17% | -1.2% |
| Q2 2019 | $350,000 | +16.3% | 1,802 | +13.5% | 0.17% | +10.9% |
| Q1 2019 | $301,000 | – | 1,588 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |