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 | $23,346,026 | -2.8% | 95,344 | +3.8% | 3.17% | -2.2% |
Q2 2023 | $24,006,641 | +8.0% | 91,811 | +3.4% | 3.24% | -5.7% |
Q1 2023 | $22,220,593 | +7.7% | 88,826 | +4.2% | 3.44% | +8.4% |
Q4 2022 | $20,625,983 | +16.5% | 85,270 | +5.6% | 3.17% | +7.5% |
Q3 2022 | $17,710,000 | +2.7% | 80,770 | +6.0% | 2.95% | +12.2% |
Q2 2022 | $17,243,000 | -11.2% | 76,219 | +5.3% | 2.63% | -2.8% |
Q1 2022 | $19,416,000 | +12.9% | 72,357 | +19.1% | 2.71% | +10.8% |
Q4 2021 | $17,205,000 | +18.6% | 60,777 | +10.2% | 2.45% | +6.8% |
Q3 2021 | $14,509,000 | +5.5% | 55,153 | +7.8% | 2.29% | +3.9% |
Q2 2021 | $13,753,000 | +7.9% | 51,176 | +4.5% | 2.21% | +1.0% |
Q1 2021 | $12,743,000 | +14.5% | 48,959 | +1.1% | 2.18% | +5.3% |
Q4 2020 | $11,127,000 | +25.7% | 48,414 | +1.4% | 2.08% | +6.0% |
Q3 2020 | $8,851,000 | +31.6% | 47,764 | +26.3% | 1.96% | +24.2% |
Q2 2020 | $6,727,000 | +60.5% | 37,828 | +29.8% | 1.58% | +39.6% |
Q1 2020 | $4,192,000 | -30.4% | 29,138 | -0.5% | 1.13% | -10.8% |
Q4 2019 | $6,025,000 | +5.2% | 29,273 | -0.2% | 1.27% | +0.2% |
Q3 2019 | $5,727,000 | +3.4% | 29,323 | +2.9% | 1.26% | -2.5% |
Q2 2019 | $5,537,000 | +3.3% | 28,501 | +0.7% | 1.30% | -2.3% |
Q1 2019 | $5,359,000 | +16.5% | 28,292 | +2.1% | 1.33% | -1.8% |
Q4 2018 | $4,600,000 | – | 27,702 | – | 1.35% | – |
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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% |