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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $43,000 | -20.4% | 207 | -26.1% | 0.04% | -22.9% |
| Q3 2019 | $54,000 | -5.3% | 280 | -5.1% | 0.05% | -4.0% |
| Q2 2019 | $57,000 | -3.4% | 295 | -4.5% | 0.05% | +47.1% |
| Q1 2019 | $59,000 | +13.5% | 309 | -3.1% | 0.03% | -2.9% |
| Q4 2018 | $52,000 | -48.0% | 319 | -35.3% | 0.04% | -28.6% |
| Q3 2018 | $100,000 | +4.2% | 493 | +0.4% | 0.05% | 0.0% |
| Q2 2018 | $96,000 | -7.7% | 491 | -10.1% | 0.05% | -10.9% |
| Q1 2018 | $104,000 | +1.0% | 546 | +0.9% | 0.06% | -1.8% |
| Q4 2017 | $103,000 | +39.2% | 541 | +31.0% | 0.06% | +33.3% |
| Q3 2017 | $74,000 | – | 413 | – | 0.04% | – |
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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% |