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 | $68,367,835 | -3.5% | 274,184 | +1.2% | 7.45% | -2.3% |
| Q2 2023 | $70,855,710 | +9.0% | 270,979 | +4.3% | 7.62% | +2.7% |
| Q1 2023 | $65,008,739 | +4.7% | 259,869 | +1.2% | 7.42% | -2.7% |
| Q4 2022 | $62,090,191 | +13.4% | 256,688 | +2.8% | 7.63% | +2.0% |
| Q3 2022 | $54,737,000 | -0.1% | 249,643 | +3.1% | 7.48% | +2.9% |
| Q2 2022 | $54,786,000 | -14.3% | 242,170 | +1.7% | 7.27% | -7.8% |
| Q1 2022 | $63,891,000 | -0.3% | 238,099 | +5.2% | 7.88% | +0.1% |
| Q4 2021 | $64,052,000 | +8.3% | 226,268 | +0.6% | 7.87% | +2.4% |
| Q3 2021 | $59,155,000 | +0.7% | 224,862 | +2.8% | 7.68% | -1.8% |
| Q2 2021 | $58,758,000 | +6.3% | 218,649 | +3.0% | 7.82% | -4.3% |
| Q1 2021 | $55,260,000 | +12.3% | 212,310 | -0.8% | 8.18% | +1.2% |
| Q4 2020 | $49,192,000 | +26.6% | 214,035 | +2.1% | 8.08% | +7.9% |
| Q3 2020 | $38,854,000 | +4.7% | 209,673 | +0.4% | 7.49% | -1.0% |
| Q2 2020 | $37,124,000 | +51.5% | 208,776 | +22.6% | 7.57% | +39.0% |
| Q1 2020 | $24,497,000 | -51.0% | 170,282 | -29.9% | 5.44% | -38.7% |
| Q4 2019 | $50,012,000 | +10.1% | 242,989 | +3.4% | 8.88% | +2.1% |
| Q3 2019 | $45,412,000 | +0.2% | 235,018 | +0.8% | 8.70% | -1.8% |
| Q2 2019 | $45,307,000 | +6.2% | 233,228 | +3.5% | 8.87% | +1.9% |
| Q1 2019 | $42,679,000 | +30.4% | 225,338 | +14.3% | 8.70% | +19.1% |
| Q4 2018 | $32,741,000 | -19.8% | 197,162 | -2.8% | 7.31% | -19.0% |
| Q3 2018 | $40,846,000 | +12.0% | 202,921 | +8.4% | 9.02% | -13.2% |
| Q2 2018 | $36,471,000 | +6.3% | 187,243 | +2.4% | 10.39% | +2.6% |
| Q1 2018 | $34,302,000 | +0.9% | 182,877 | +2.1% | 10.12% | +2.1% |
| Q4 2017 | $33,982,000 | – | 179,058 | – | 9.91% | – |
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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% |