ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,980 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,190,539 | -5.9% | 20,344 | -2.4% | 0.63% | -8.1% |
| Q1 2024 | $1,265,465 | +6.3% | 20,834 | +384.8% | 0.69% | -1.1% |
| Q4 2023 | $1,190,983 | +11.1% | 4,297 | 0.0% | 0.70% | +7.1% |
| Q3 2023 | $1,071,543 | -4.3% | 4,297 | +0.4% | 0.65% | +9.0% |
| Q2 2023 | $1,119,487 | -8.3% | 4,281 | -12.3% | 0.60% | +16.3% |
| Q1 2023 | $1,220,432 | -1.3% | 4,879 | -4.6% | 0.51% | -15.0% |
| Q4 2022 | $1,236,853 | +10.1% | 5,113 | -0.2% | 0.60% | +17.2% |
| Q3 2022 | $1,123,000 | -2.3% | 5,121 | +0.8% | 0.52% | -0.8% |
| Q2 2022 | $1,150,000 | -58.8% | 5,082 | -51.2% | 0.52% | -10.0% |
| Q1 2022 | $2,794,000 | +120.3% | 10,412 | +132.5% | 0.58% | +3.4% |
| Q4 2021 | $1,268,000 | +7.5% | 4,478 | -0.1% | 0.56% | -2.3% |
| Q3 2021 | $1,179,000 | -4.1% | 4,482 | -2.0% | 0.57% | -9.4% |
| Q2 2021 | $1,229,000 | +11.3% | 4,573 | +7.9% | 0.63% | -2.9% |
| Q1 2021 | $1,104,000 | -6.0% | 4,240 | -17.0% | 0.65% | -17.2% |
| Q4 2020 | $1,175,000 | +21.9% | 5,110 | -1.8% | 0.78% | +10.4% |
| Q3 2020 | $964,000 | -7.4% | 5,203 | -11.1% | 0.71% | -12.2% |
| Q2 2020 | $1,041,000 | +20.8% | 5,852 | -2.3% | 0.81% | -1.2% |
| Q1 2020 | $862,000 | -26.5% | 5,989 | +5.0% | 0.82% | -17.1% |
| Q4 2019 | $1,173,000 | – | 5,702 | – | 0.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 808,003 | $149,731,000 | 49.04% |
| Leonard Rickey Investment Advisors P.L.L.C. | 252,796 | $46,846,000 | 29.31% |
| HBC Financial Services, PLLC | 158,889 | $33,035,000 | 27.85% |
| LVZ, Inc. | 497,718 | $92,232,000 | 19.00% |
| FFT WEALTH MANAGEMENT LLC | 234,858 | $43,522,000 | 18.70% |
| New England Professional Planning Group Inc. | 110,033 | $22,260,000 | 17.72% |
| Millburn Ridgefield Corp | 1,257,730 | $233,070,000 | 17.30% |
| Independence Wealth Advisors, Inc. | 35,380 | $6,556,000 | 16.92% |
| ARKANSAS FINANCIAL GROUP, INC. | 308,888 | $57,240,000 | 16.83% |
| TRUEFG, LLC | 119,419 | $22,130,000 | 15.39% |