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 | $503,936 | -23.9% | 2,021 | -20.2% | 0.16% | -31.9% |
| Q2 2023 | $661,806 | -62.5% | 2,531 | -64.1% | 0.24% | -40.9% |
| Q1 2023 | $1,764,629 | +12.0% | 7,054 | +8.3% | 0.40% | +20.7% |
| Q4 2022 | $1,576,155 | +9.7% | 6,516 | -0.6% | 0.33% | -14.8% |
| Q3 2022 | $1,437,000 | +9.9% | 6,554 | +13.4% | 0.39% | +11.4% |
| Q2 2022 | $1,307,000 | -58.7% | 5,779 | -51.0% | 0.35% | -56.8% |
| Q1 2022 | $3,164,000 | -99.9% | 11,791 | -14.4% | 0.81% | -15.1% |
| Q4 2021 | $3,898,860,000 | – | 13,773 | – | 0.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |