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 | $845,502 | -12.4% | 3,391 | -8.2% | 0.22% | -3.9% |
| Q2 2023 | $965,430 | +4.7% | 3,692 | +0.1% | 0.23% | -3.0% |
| Q1 2023 | $922,406 | -35.7% | 3,687 | -37.8% | 0.24% | -41.3% |
| Q4 2022 | $1,434,076 | +98.1% | 5,929 | +79.6% | 0.40% | +73.4% |
| Q3 2022 | $723,817 | -7.1% | 3,301 | -4.2% | 0.23% | -4.5% |
| Q2 2022 | $779,000 | -13.9% | 3,445 | +2.1% | 0.24% | +3.8% |
| Q1 2022 | $905,000 | -11.1% | 3,373 | -6.2% | 0.24% | -10.0% |
| Q4 2021 | $1,018,000 | +31.2% | 3,597 | +21.9% | 0.26% | +12.0% |
| Q3 2021 | $776,000 | -12.6% | 2,951 | -10.7% | 0.23% | -9.3% |
| Q2 2021 | $888,000 | +2.5% | 3,303 | -0.7% | 0.26% | -14.3% |
| Q1 2021 | $866,000 | +57.5% | 3,327 | +38.9% | 0.30% | +53.8% |
| Q4 2020 | $550,000 | -19.5% | 2,395 | -35.0% | 0.20% | -27.2% |
| Q3 2020 | $683,000 | +5.4% | 3,684 | +1.2% | 0.27% | -7.3% |
| Q2 2020 | $648,000 | -48.9% | 3,642 | -58.7% | 0.29% | -58.9% |
| Q1 2020 | $1,268,000 | -39.9% | 8,816 | -14.0% | 0.70% | -21.5% |
| Q4 2019 | $2,111,000 | +11.1% | 10,256 | +4.3% | 0.90% | +7.0% |
| Q3 2019 | $1,900,000 | -59.9% | 9,831 | -59.7% | 0.84% | -61.6% |
| Q2 2019 | $4,737,000 | +4.1% | 24,383 | +1.5% | 2.18% | -1.3% |
| Q1 2019 | $4,549,000 | +19.6% | 24,020 | +4.9% | 2.21% | -4.2% |
| Q4 2018 | $3,803,000 | – | 22,903 | – | 2.31% | – |
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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% |