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 | $7,125,000 | -5.2% | 28,573 | -0.6% | 3.12% | -1.6% |
| Q2 2023 | $7,518,000 | -2.1% | 28,750 | -6.3% | 3.17% | +0.7% |
| Q1 2023 | $7,678,000 | +4.5% | 30,693 | +1.0% | 3.15% | +2.3% |
| Q4 2022 | $7,348,119 | +12.4% | 30,378 | +1.9% | 3.08% | +23.0% |
| Q3 2022 | $6,537,000 | -0.2% | 29,816 | +3.0% | 2.50% | -18.8% |
| Q2 2022 | $6,547,000 | -17.0% | 28,941 | -1.5% | 3.08% | -8.2% |
| Q1 2022 | $7,888,000 | -3.0% | 29,395 | +2.4% | 3.36% | +1.1% |
| Q4 2021 | $8,130,000 | +7.7% | 28,720 | +0.1% | 3.32% | +0.4% |
| Q3 2021 | $7,551,000 | +1.7% | 28,703 | +3.9% | 3.31% | +0.4% |
| Q2 2021 | $7,422,000 | -14.7% | 27,620 | -17.4% | 3.30% | -16.5% |
| Q1 2021 | $8,704,000 | -15.8% | 33,441 | -25.6% | 3.95% | -15.0% |
| Q4 2020 | $10,333,000 | +9.0% | 44,960 | -12.1% | 4.64% | -0.2% |
| Q3 2020 | $9,476,000 | +0.1% | 51,136 | -4.0% | 4.66% | -6.2% |
| Q2 2020 | $9,471,000 | +45.3% | 53,262 | +17.5% | 4.96% | +16.9% |
| Q1 2020 | $6,519,000 | -40.4% | 45,316 | -14.8% | 4.24% | -24.7% |
| Q4 2019 | $10,941,000 | – | 53,157 | – | 5.64% | – |
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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% |