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 | $545,827 | -2.6% | 2,189 | +2.1% | 0.50% | -1.4% |
Q2 2023 | $560,613 | +99831.0% | 2,144 | -11.9% | 0.50% | -10.0% |
Q1 2023 | $561 | -99.9% | 2,434 | 0.0% | 0.56% | 0.0% |
Q3 2022 | $561,000 | -92.1% | 2,434 | -91.0% | 0.56% | -84.3% |
Q3 2021 | $7,117,000 | -39.1% | 27,054 | -37.8% | 3.55% | -21.2% |
Q2 2021 | $11,681,000 | -0.1% | 43,467 | -3.3% | 4.50% | +2.3% |
Q1 2021 | $11,696,000 | -0.2% | 44,937 | -11.9% | 4.40% | +0.8% |
Q4 2020 | $11,720,000 | +22.8% | 50,993 | -1.0% | 4.36% | +16.3% |
Q3 2020 | $9,543,000 | +5.9% | 51,497 | +1.6% | 3.75% | -0.7% |
Q2 2020 | $9,012,000 | +26.7% | 50,680 | +2.5% | 3.78% | -0.2% |
Q1 2020 | $7,112,000 | -11.7% | 49,438 | -2.9% | 3.78% | -1.5% |
Q4 2019 | $8,050,000 | – | 50,931 | – | 3.84% | – |
Download |
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% |