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 | $1,428,606 | +103.8% | 5,703 | +103.5% | 0.08% | -64.3% |
| Q1 2023 | $701,042 | -11.8% | 2,802 | -14.7% | 0.23% | -3.0% |
| Q4 2022 | $794,864 | +20.1% | 3,286 | +8.9% | 0.23% | -25.5% |
| Q3 2022 | $662,000 | -65.5% | 3,017 | -64.4% | 0.31% | -56.4% |
| Q2 2022 | $1,919,000 | +139.3% | 8,483 | +183.8% | 0.72% | +138.0% |
| Q1 2022 | $802,000 | -5.2% | 2,989 | 0.0% | 0.30% | +17.9% |
| Q4 2021 | $846,000 | +7.6% | 2,989 | +0.0% | 0.26% | +8.0% |
| Q3 2021 | $786,000 | -3.3% | 2,988 | -1.3% | 0.24% | -5.6% |
| Q2 2021 | $813,000 | +73.7% | 3,027 | +68.2% | 0.25% | +66.9% |
| Q1 2021 | $468,000 | +20.3% | 1,800 | +6.2% | 0.15% | +4.1% |
| Q4 2020 | $389,000 | – | 1,695 | – | 0.14% | – |
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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% |