ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,698 | +5192.4% | 849 | +5560.0% | 0.12% | +6150.0% |
| Q4 2021 | $4,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 15 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $4,000 | -90.5% | 15 | -94.8% | 0.00% | -93.3% |
| Q1 2020 | $42,000 | -64.7% | 290 | -49.7% | 0.04% | -55.4% |
| Q4 2019 | $119,000 | +7.2% | 577 | 0.0% | 0.10% | -1.9% |
| Q3 2019 | $111,000 | +79.0% | 577 | +81.4% | 0.10% | +94.3% |
| Q2 2019 | $62,000 | +14.8% | 318 | +10.8% | 0.05% | +89.3% |
| Q1 2019 | $54,000 | +12.5% | 287 | 0.0% | 0.03% | -9.7% |
| Q4 2018 | $48,000 | -30.4% | 287 | -16.6% | 0.03% | -20.5% |
| Q3 2018 | $69,000 | +23.2% | 344 | +19.9% | 0.04% | +18.2% |
| Q2 2018 | $56,000 | – | 287 | – | 0.03% | – |
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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% |