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 | $279,023 | -77.6% | 1,119 | -76.5% | 0.02% | -57.4% |
Q2 2023 | $1,246,737 | +20.7% | 4,768 | +15.5% | 0.05% | +4.4% |
Q1 2023 | $1,032,550 | +35.9% | 4,127 | +31.3% | 0.04% | +21.6% |
Q4 2022 | $760,018 | +10.0% | 3,142 | -0.3% | 0.04% | -5.1% |
Q3 2022 | $691,000 | -6.9% | 3,152 | -3.9% | 0.04% | -7.1% |
Q2 2022 | $742,000 | -13.0% | 3,281 | +3.2% | 0.04% | -12.5% |
Q1 2022 | $853,000 | -5.3% | 3,179 | -0.1% | 0.05% | -5.9% |
Q4 2021 | $901,000 | +7.6% | 3,183 | +0.1% | 0.05% | -10.5% |
Q3 2021 | $837,000 | -2.7% | 3,180 | -0.6% | 0.06% | -6.6% |
Q2 2021 | $860,000 | +7.2% | 3,199 | +3.9% | 0.06% | -14.1% |
Q1 2021 | $802,000 | -3.7% | 3,080 | -15.0% | 0.07% | -23.7% |
Q4 2020 | $833,000 | +51.7% | 3,624 | +22.2% | 0.09% | +25.7% |
Q3 2020 | $549,000 | +4.2% | 2,965 | 0.0% | 0.07% | -9.8% |
Q2 2020 | $527,000 | +110.0% | 2,965 | +128.4% | 0.08% | +100.0% |
Q3 2019 | $251,000 | -44.5% | 1,298 | -44.2% | 0.04% | -46.8% |
Q2 2019 | $452,000 | -12.2% | 2,326 | -14.5% | 0.08% | -16.3% |
Q1 2019 | $515,000 | – | 2,719 | – | 0.09% | – |
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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% |