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 | $2,267,788 | -10.5% | 9,094 | -6.2% | 0.05% | -9.8% |
| Q2 2023 | $2,533,949 | +4.9% | 9,690 | +0.3% | 0.05% | -8.9% |
| Q1 2023 | $2,415,599 | +8.0% | 9,657 | +4.4% | 0.06% | -11.1% |
| Q4 2022 | $2,236,728 | +16.4% | 9,247 | +5.5% | 0.06% | +18.9% |
| Q3 2022 | $1,922,000 | -8.5% | 8,764 | -5.6% | 0.05% | -17.2% |
| Q2 2022 | $2,101,000 | -15.2% | 9,285 | +0.6% | 0.06% | +8.5% |
| Q1 2022 | $2,477,000 | -7.9% | 9,231 | -2.8% | 0.06% | -4.8% |
| Q4 2021 | $2,689,000 | +31.9% | 9,497 | +22.5% | 0.06% | +14.8% |
| Q3 2021 | $2,039,000 | -2.1% | 7,751 | +0.1% | 0.05% | -11.5% |
| Q2 2021 | $2,082,000 | +3.3% | 7,746 | +0.0% | 0.06% | -26.5% |
| Q1 2021 | $2,016,000 | +44.4% | 7,743 | +2.8% | 0.08% | +10.7% |
| Q3 2020 | $1,396,000 | +5.6% | 7,531 | +1.3% | 0.08% | -12.8% |
| Q2 2020 | $1,322,000 | -31.1% | 7,436 | -44.3% | 0.09% | -44.2% |
| Q1 2020 | $1,920,000 | -47.9% | 13,351 | -25.5% | 0.15% | -52.3% |
| Q4 2019 | $3,686,000 | – | 17,911 | – | 0.32% | – |
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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% |