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 | $2,122,398 | -19.9% | 8,512 | -16.0% | 1.10% | -16.5% |
| Q2 2023 | $2,648,720 | +2.7% | 10,130 | -1.8% | 1.32% | -1.3% |
| Q1 2023 | $2,579,276 | +24.5% | 10,311 | +20.4% | 1.34% | +10.3% |
| Q4 2022 | $2,071,842 | +8.4% | 8,565 | -1.7% | 1.22% | +9.9% |
| Q3 2022 | $1,911,000 | -3.0% | 8,715 | +0.0% | 1.11% | -7.6% |
| Q2 2022 | $1,971,000 | -14.3% | 8,711 | +1.7% | 1.20% | +3.8% |
| Q1 2022 | $2,299,000 | -22.1% | 8,566 | -17.8% | 1.15% | -20.7% |
| Q4 2021 | $2,952,000 | +21.2% | 10,427 | +12.6% | 1.45% | +16.7% |
| Q3 2021 | $2,435,000 | -15.0% | 9,257 | -13.2% | 1.25% | -13.2% |
| Q2 2021 | $2,865,000 | +114.3% | 10,660 | +107.6% | 1.44% | +92.1% |
| Q1 2021 | $1,337,000 | +53.7% | 5,136 | +35.7% | 0.75% | +45.0% |
| Q4 2020 | $870,000 | +290.1% | 3,786 | +215.0% | 0.52% | +273.2% |
| Q3 2020 | $223,000 | -42.8% | 1,202 | -36.5% | 0.14% | -52.1% |
| Q4 2019 | $390,000 | -38.4% | 1,893 | -39.8% | 0.29% | -49.3% |
| Q3 2018 | $633,000 | +70.2% | 3,143 | +64.7% | 0.57% | +59.1% |
| Q2 2018 | $372,000 | +3.9% | 1,908 | 0.0% | 0.36% | -3.0% |
| Q1 2018 | $358,000 | – | 1,908 | – | 0.37% | – |
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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% |